Salesforce Field Service Lightning – Bringing Efficiency to On-site Services

July 11, 2023
Indranil Chakraborty

Field service managers face quite a challenge in tracking the performance of their field service teams. Delegating work, allocating resources, work order completion, customer acknowledgement and monitoring on a continuous basis are some of the key challenges they face. But with the help of the right Salesforce Consulting Partner, Field Services Lightning can streamline all these activities, enabling you to deliver exceptional customer service experiences. So, what exactly is Field Service Lightning and how can it help you make your field service operations more efficient. Understanding Field Service Lightning Field Service Lightning is a Salesforce offering built as an extension to Service Cloud. It brings customers, field staff, assets, contractors, managers, supervisors and business leaders together on a unified platform to deliver best in class on-site services. It also allows customer support teams to smartly allocate work, expertise and resources to field service workers and track their performance. And because it is integrated seamlessly with the customer 360 platform, users can manage customer and field service data directly within Salesforce. Field Service Lightning comes with in built functionality for dispatching and tracking of field service activities. And because of the intrinsic power of AI built into the Salesforce platform, Field Service Lightning automatically assigns the right technician and resources to the right location at the right time, intelligently. All in real time. In a nutshell, Field Service Lightning is designed to optimize and automate field service operations. Who are the main users of Salesforce Field Service Lightning? The main users of Field Service Lightning are: Admin: The admin’s role is to manage all users and configure Salesforce and associated Field Service features tailored to each and every customer. Service Agents: Their primary function is to record cases, service requests, and creation of work orders. Dispatchers: Their primary function is to schedule service appointments and assign resources and staff to these appointments. Technicians: They are the mobile workforce who carry out the job execution. Once an administrator has installed the Field Service Lightning managed package, they can set permissions for the above roles. What are The Common Terms Used in Field Service Lightning? Service Appointment A service appointment entails the assignment and scheduling of a service job, whether onsite or remote. A service appointment can be scheduled based on a customer’s availability and need. Appointment Scheduling When a service appointment for an on-site customer visit requires a certain execution time, a dispatcher can allocate an arrival window with appointment booking. The arrival window is there to ensure the service appointment begins as per schedule. Customers have the convenience to book their own appointments based on their convenience and choose an appropriate arrival window from the time slots available with the appointment assistance feature. Work Order This is a request for on-site service. It details the job type as well as other relevant information to schedule the service appointment. A work order may contain multiple line items depending on the type of work that needs to be completed and the assets and resources required for it. Asset An asset is a physical item that a customer has bought and installed. A warranty or service entitlement can be attached to an asset depending on the service level agreement that the customer signed up for. With the asset object, you can track key performance indicators like asset uptime. Assets can be serviced either based on a predefined schedule basis or on an on-demand basis, based on a customer need. Field Service Lighting generates a work order automatically based on the asset maintenance plan. Mobile Worker A mobile worker is a field technician or service resource who executes the service jobs as assigned by the dispatcher. With the Field Service Lightning mobile app, mobile workers can update their job progress and get visit acknowledgements from customers. Availability of Resources Operational timings, shifts and time intervals that can be used to assign and schedule resources for a service appointment. Service Territory As the name suggests, this allows administrators to group service resources such as field staff, inventory, trucks and more. Its classification can be based on geography like area, cities, or countries. They can be further filtered on the basis of product lines or customer type. Depending on how your field service operations are set up, you can create territory hierarchies and assign service resources to them. Scheduling and Optimization Scheduling is the process of creating service appointments and assigning them to the right field service workers or team. Manual creation of field service schedules can be a complex and time-consuming task and can dilute the efficiency of service operations. Scheduling and optimization in Field Service Lightning use the inbuilt power of AI in Salesforce to do the heavy lifting for you by generating the most optimised schedule based on business policies that are defined by your business’s priorities and constraints. Schedule optimization allows you to adhere to your SLAs while optimizing travel time, reducing overtime and costs. The scope of optimization in Field Service Lightning can be defined in several ways such as: Global Optimization — Assess available time slots and field service staff options to schedule appointments efficiently. In-Day Optimization —Optimize the schedule for a particular territory for a particular service day or date based on the constraints for that day. Resource Schedule Optimization — Manage high-priority appointments to get them at the head of the queue by optimizing the day schedule of a specific field worker and re-organize other appointments. Importance of the Field Service Lightning Mobile Application The Field Service Lightning mobile application is a vital tool for field service staff who are always on the go. Technicians get updated information in real time so that they can do their job more efficiently as they move from one appointment to another. The app allows field service workers to report back on their progress effortlessly. Salesforce Field Service Lightning is built on top of Service Cloud, so you can cut costs and reduce complexity with a single trusted platform. Your entire mobile workforce can access the platform from anywhere, on any device. Salesforce Field Service Lightning integrates your work orders easily with contacts, accounts, assets, cases, SLAs, allowing you to deliver seamless customer service experiences. Increase frontline productivity and revenue with Field Service Lightning Salesforce Field Service Lightning allows your teams to do more with less. According to a report published by Forrester Research, four Trailblazers witnessed these benefits over three years with Field Service Lightning. 180% increase in ROI 10-month payback Over $5 million in gross benefits Giirikon, a Gold Salesforce Implementation Partner can help you leverage the Salesforce Platform, so you can focus on your customers rather than data entry, and deliver excellent customer service experiences. Contact one of our experts today to know more about Field Service Lightning.

Salesforce Email and Calendar Integration

June 19, 2023
Jaya Ghosh

Your Sales Reps might spend an average of 28 hours per week scrolling through their inbox and communicating with customers and prospects via Outlook or Gmail. They also spend a lot of time on Salesforce. Together Salesforce and Outlook/Gmail play a significant role in ensuring business process efficiency. However, when used separately, your company might have to suffer from several disadvantages. Some of them are listed below: ● Valuable information gets trapped, limiting your staff’s visibility into different aspects of their customers. This lack of visibility results in inconsistent communication with customers or selling products and services irrelevant to customers’ needs. ● Several tasks have to be done twice, such as scheduling meetings and appointments or tracking contacts and tasks. The duplication of work that your sales reps have to do might cost your organisation more time and create a higher chance of making errors in manual data entry. If your current business process is time-consuming, error-prone or leading to poor sales performance, it is about time your company considered integrating its email and calendar system with Salesforce. Salesforce Outlook Integration and Gmail Integration are : • Available in Salesforce Classic (not available in all orgs) and Lightning Experience • Available with Sales Cloud, Service Cloud, and Lightning Platform in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions Salesforce Integration with Microsoft or Google email and calendar applications helps your sales reps: • See relevant content about Salesforce contacts, such as Accounts, Opportunities, and sales cycles so that your sales reps know the context of the person they are communicating with to send the relevant information or sell the relevant products or services. • Access Salesforce features in Outlook/Gmail, such as adding new contacts to Salesforce, creating Salesforce records (leads, opportunities, accounts, contacts and records based on custom objects), searching for Salesforce records and relating emails or events to Salesforce contacts. Note: For your sales reps to relate emails to Salesforce records, they can choose among a few available manual options. They can use the ‘Log Email on Send’ feature of the Salesforce add-in for Outlook or Gmail to log an email while composing it. Besides, if they do not log the email before sending it, staff members can still do it afterward by using the ‘Log Email’ Option when reading that email. Manual email logging is straightforward and helpful because the process helps create a history of your sales team’s communication with prospects and provides other team members with the context of a sales funnel. However, it is also very easy to forget to track emails, creating a gap in the history of emails. In short, integrating Outlook/Gmail with Salesforce reduces the duplication of admin work that sales reps have to do for both environments, lowers the risk of making errors in manual data entry, and increases visibility into customers and prospects to boost collaboration. However, if you want to go one step further with your Salesforce Integration, adding Salesforce Inbox to Outlook/Gmail Integration should be considered. As Salesforce Inbox’s Einstein Activity Capture automatically adds emails and events to the activity timeline of related leads, contacts, accounts, or opportunities, sales representatives no longer have to worry if they forget to log an email. Moreover, adding Salesforce Inbox to Outlook/Gmail Integration will boost your team productivity even more, with additional features such as automated meeting scheduling, email tracking, productivity, and analytics features. If you still contemplate integrating Salesforce with Microsoft Outlook/Google Email and Calendar or need help implementing Salesforce Inbox, consider getting in touch with your local Salesforce partner. As a reputed provider of Salesforce Consulting services, Girikon also provides quality Salesforce Integration services that can help you expand the functionality of your CRM while improving the productivity of your sales team.

How Sales Cloud Einstein accelerates decision making and productivity with Artificial Intelligence

June 15, 2023
Girikon

Sales Cloud Einstein empowers you with intelligent predictions and recommendations so you can close deals faster. Leads are automatically scored, and lead insights reveal the top factors behind every score so you can prioritize the best deals first. Alerts update you on the latest trends across your opportunities and predictions tell you how likely your forecasted deals are to close. Get recommendations on next steps and have the best chance of winning the deal. And because its built in lightning you get all these insights from anywhere on any device. Data from Salesforce automatically appears in your email and your email entries appear in Salesforce so you can decide how you want to share the information saving you time generating better insights and getting you back to do what you do best – selling. The world's No 1 CRM allows you to connect with customers in a whole new way. Intelligently. Turn data into deals faster with AI. Sales Cloud Einstein examines your CRM data to learn why certain deals close and others don’t. Then it highlights your most promising leads and recommends next steps to facilitate closure. Build a bigger pipeline faster with Einstein Lead Scoring. Seize your most promising leads first with Einstein Lead Scoring. Einstein automatically prioritises the leads most likely to close based on your deal history. Leads values can be difficult to interpret and until recently, there was no effective way to filter out futile leads. As a business owner you probably see your sales reps everyday sifting through an ocean of leads and making decisions based on criteria like region or target vertical or size of the company. With Sales Cloud Einstein, there is a far more effective way to do this. Einstein Lead Scoring, one of the key features of Sales Cloud Einstein, significantly improves lead conversion. It uses AI to automatically evaluate your previous sales data and discover the key factors that determine the likelihood that a lead will convert to an opportunity. Your reps can then segment and prioritize leads, and get deeper insight into the factors that determine why certain leads are more likely to convert than others. Each lead shows up those factors, helping sales reps prepare better for each call. It’s like having a personal data scientist to super charge your conversion rates. Data Science That Works Automatically Einstein Lead Scoring has inbuilt machine learning algorithms that are intuitive and self-evolving and enhance the accuracy of your predictions. For instance, based on your CRM data, Einstein can automatically discover that CTOs in a certain domain, who are public about CRM technology, are great leads. And Einstein doesn’t just discover the insight, but it predicts the likelihood of conversion with an intelligent lead score. And it provides direct insight into how it determined the score. How Einstein Lead Scoring Works Einstein Lead Scoring models are tailored for each customer. Einstein does this by analyzing all fields attached to the Lead object, then attempts a variety of predictive models. It automatically selects the most appropriate one based on a sample dataset. There is no need for a dedicated data scientist as Einstein does all the heavy lifting by finding the most appropriate model to boost lead conversion. Models are updated regularly to ensure you have the most accurate predictions for your leads. Einstein scores leads every hour using the latest model. So if there is any change in one of your leads, the lead’s score will be updated within the hour. Top Benefits Boost conversion rates Ramp up engagement with the most promising leads Understand factors that impact lead score Top Features Zero Setup — No separate tools required for data harmonization Tailored Lead Score-Driven Workflows — Seamlessly assign tasks based on predictive lead scores Smart Lead Lists — Discover the best leads easily and quickly Pick the most promising ones with Einstein Opportunity Insights. One of the consistent questions in a sales rep’s mind is – what is the likelihood this deal will close? Now, with Einstein Opportunity Insights, they can instantly get accurate answers and explore customer sentiment and overall engagement. No sales rep wants to miss out on a valuable piece of information or sit on a customer request for too long. Having said that, there is a deluge of information that sales reps have to deal with on a daily basis. With Einstein Opportunity & Account Insights, all that is about to change. Einstein Opportunity & Account Insights uses artificial intelligence to help sales reps to make the most out of every selling moment. Einstein Opportunity Insights uses Sales Cloud data from historical engagement data with customers to discover distinctive patterns about your sales cycles. It establishes when deals are on track or not, and provides recommendations on the next best actions to accelerate the sales cycle and improve conversion rates. Einstein Insights scrapes through thousands of news articles on a daily basis and alerts sales teams on key developments that might affect their prospects. Einstein Account Insights also identifies the most important issues facing a prospect to ensure sales reps are well informed and improves the quality of their selling. Einstein Opportunity Insights and Its Models Each Einstein Opportunity Insight model is specific to every sales team’s selling process. The way Sales Cloud Einstein does that is by analysing all the standard fields of opportunity data along with email and calendar data and applies in-built natural language processing capability to provide sales teams with predictions and recommends smart follow ups. Automatically. With Einstein Lead Scoring, there’s no need for a Ph.D. in data science — Sales Cloud Einstein does all the heavy lifting for you. Einstein Account Insights and Its Sources Einstein Account Insights are the outcome of scraping through thousands of news articles each day, identifying and analyzing major events in accounts. Einstein Account Insights monitors news sources to extract merger and acquisition activity, and indications of company expansion. Privacy Privacy is built into Einstein Opportunity Insights. It logs and analyzes external communications only. It does not log and analyze emails with the company’s business email address. Additionally, emails from specific addresses can be blocked from logging and analysis. Top Benefits Increase success rates Enhance forecast accuracy Reduce sales cycle times Improve sales productivity Top Features Zero Setup — No separate tools required for data harmonization Identify at-risk opportunities and their reasons with Predictions, and Smart Follow-ups Daily Digest — Summarizes new Einstein Opportunities with Insights Recommended Next Steps — Take One Click actions Save serious time with Einstein Activity Capture. Easily connect your email and calendar to Salesforce and give your reps more time to do what they do best- selling. All emails and meetings are automatically associated with the right Salesforce record, thereby eliminating unnecessary data entry and augmenting staff productivity. How Einstein Activity Capture Works One you connect a Gmail or Office 365 account with your CRM, Einstein Activity Capture will log all historical emails and calendar events -six months back for Gmail and up to two years for Office 365. Going forward, Einstein Activity Capture will capture every email and calendar event in the background. The captured data of emails and events show up in the Activity Timeline, providing a complete view of the customer relationship. Then it associates emails and events with the right records in Salesforce such as accounts , leads and opportunities. It analyses all the email addresses and discovers matching records within Salesforce. Privacy Einstein Activity Capture has built-in configurations at the user and admin level to control the sharing of confidential messages across the organization. Users can adjust the sharing settings to determine who in their organization can see the contents of emails or events. Admins can blacklist specific domains or email addresses to prevent Einstein Activity Capture from collecting messages from sensitive sources — for example an investor or board member. Top Benefits Turbo charge Einstein with all-inclusive activity data Spend time selling instead of logging data Train sales reps with activity insights Top Features Automatic Email and Calendar Sync — Seamless integration with Gmail or Office 365 to capture every email or meeting Activity Reporting — Deliver sales rep coaching with an activity leader board Fast & Easy Setup — Connect with GMail and Office 365 with clicks not code Sharing Settings — Configure email sharing and events to ensure privacy Build richer relationships with Einstein Account Insights. See the key business developments within your accounts, including any business consolidation or expansion updates, all in a centralized place with Einstein Account Insights. Girikon is a Gold Salesforce Partner with a global delivery model that has delivered significant value to customers across the globe for over a decade. Speak to one of our experts to know more about how Sales Cloud Einstein can boost the productivity of your sales teams.

What is the Impact of Salesforce Education Cloud on Institutions?

June 7, 2023
Jaya Ghosh

The economic instability following the Covid-19 pandemic has significantly impacted the higher education industry. As the higher-education sector strives to recover from the aftermath of the pandemic, institutions are experiencing lower enrollment and student retention rates. With this, institutions have realized the significance of technology investments in the education sector. One such revolutionary technology that has revolutionized the education sector is Salesforce – a cloud-based CRM that empowers educational institutions to capture 360-degree views of constituents across faculty and staff, alumni, prospective and current students, and partnerships, which encompasses the entire constituent lifecycle. Prior to using Salesforce, educational institutes relied on point solutions, lacked an enterprise-level, centralized platform, and used a domestic database for tracking student data, which led to a lack of data visibility and consistency across various departments. Consequently, institutions failed to access the data for valuable insights across departments, and faculty and staff failed to complete recruitment-related tasks and struggled to evaluate the applicant and donor interest and preserve valuable data. Additionally, students also failed to receive holistic support and messaging, which negatively impacted retention and enrollment rates besides donor relationships. Significance of investing in Salesforce Education Cloud After implementing Salesforce, higher-education institutes were able to ensure the following: Automate manual processes while helping recruitment teams execute all the tasks more effectively. Staff and faculty were able to access newly democratized data-driven insights such as rate of conversion and student journey maps. Students were able to serve themselves and get timely and better responses to inquiries, which increased retention. Benefits of Implementing Salesforce for Higher Education Institutes Improved Student Experience: With Salesforce for Education, Institutions can communicate with students consistently about financial aid and enrollment. Additionally, it creates digital resource hubs to support students' academic wellness, offers a single point of contact for student inquiries, and enhances end-to-end usability throughout the application to alumnus lifecycle, which is related to student retention. Increased Enrollment: Salesforce enables the institution to increase enrollment in hybrid and online learning, follow up quickly with potential students, gain visibility into conversion rates, and gauge the interest of prospects through email engagements and records of on-campus visits while assisting students with the application process. All this has led to an influx and enrollment of new students, which ultimately lead to an increase in ROI and improved bottom line. Targeted marketing efforts: This leads to budgeting efficiencies. New insights and better segmentation were revealed through data analysis with the usage of AI and intelligent reporting. This made it possible for the institutions to focus their efforts on the interest level of students, which reduced the costs associated with advertising and marketing. Process standardization: Implementation of Salesforce leads to the standardization of processes, which paves the way for cross-team collaboration. Apart from this, the availability of a centralized platform provided standardized templates and forms and decreased friction that was counterproductive. Improved Networking of Peers and Mentors: Implementing Salesforce enabled organizations to implement fresh strategies. This includes giving students the chance to discuss their individual class or internship experiences with a network of classmates, professors, and mentors. License and Support Savings: Salesforce enables composite institutions to withdraw a range of redundant point solutions across various departments. Institutions are able to drive savings by avoiding the cost of licensing and reallocation of IT resources to maintain legacy systems. Final Words: Salesforce is essential for managing and expanding the constituent base in the higher education sector. In order to facilitate a 360-degree view across the constituent lifecycle, a multi-org strategy should be implemented to deliver constituent service and evaluate constituent interaction. Being an incredible platform, it has empowered organizations to become future-proof as it is possible to do anything once you get the architecture and data structure right.

Client Testimonials

Girikon has been a crucial partner in our Salesforce deployment. Their team exhibited outstanding technical acumen and responsiveness throughout the project lifecycle. They conducted a thorough analysis of our system requirements, developed a detailed implementation plan, and executed it with precision. Girikon's deep understanding of our business processes enabled them to deliver a customised solution that not only met our core needs but also integrated advanced features and automation capabilities we hadn't previously considered. Their expertise in Salesforce architecture and their innovative approach have been instrumental in the successful roll-out of our system.

Mitesh Chandra Corporate ICT Solutions Architect

I have worked with Girikon for a year, selected as part of a complex RFP process. Everyone I work with on the team helps me to be successful. Don't worry about time zone differences - team members are available for your work time. Technical knowledge is outstanding and so is the attitude toward customer support. Add the cost effectiveness of hybrid on/off shore, and it is the perfect combination for us. We have more to implement, so I expect the "Services provided" selection will increase over time.

Anne LapinskiDirector of Marketing and Digital Transformation

The team at Girikon transformed our business (specifically the Revenue group - Sales, Marketing, Success) by migrating us out of our old CRM and into HubSpot. We had 10+ years of data, contacts, financials, etc. to move from Infor to HubSpot. Projects like this are difficult and can be overwhelming. Girikon made it easy for us. They listened, collaborated, and took action. Thanks!

Nate CoxSVP of Revenue

What an excellent and seamless execution! The Girikon team has done a fantastic job implementing the HubSpot Service Hub for us. They were able to tailor the integration to our requirements, pulling in the specific data we needed from our ERP system (IFS). The entire team is highly responsive and always ready to assist whenever needed. They also helped us with a significant amount of ticket automation, responses, and the creation of numerous forms to streamline our ticketing system. I wholeheartedly endorse the Girikon team for any HubSpot integration with an ERP system. This experience has been exceptional, and we're likely to engage their services again in the coming year.

Douglas PlattProduct Support Manager

We contracted with Girikon for creation of an external database to connect to our HubSpot account. Their timelines were accurate and their communication was timely and transparent. We were given many opportunities for feedback to ensure that the database was working exactly as we need it to. The entire team was responsive and helpful, and we appreciated their hard work. We would definitely use them again should another project arise.

Cathy TiltonMember Relations Manager

We started working with the Girikon team in April 2023 to migrate our CRM from LeadSquared to HubSpot. From the very start, we were very impressed by the responsiveness and expertise of their team. Ours was a relatively complex implementation with many custom developed solutions, and the Girikon team took on each challenge with enthusiasm and gusto. While it wasn't always smooth sailing due to the various HubSpot limitations, the Girikon team of Jitendra, Niwedita, Sweta, Ajay & Deepak never gave up and made sure to think of innovative custom developments to solve the challenges we were facing. Kudos to them!

Sanjay DhingraChief Operating Officer

Girikon has been an exceptional consulting partner since we began working with them in May 2023 to onboard HubSpot as our companywide CRM. Their team supported us with the configuration and deployment of Sales Hub, Service Hub, and various customised reports and functionalities. Girikon demonstrated a profound understanding of our business needs within the CRM framework and guided us through best practices with tailored solutions. They excelled in facilitating CRM training for our internal staff and were consistently available, responding promptly to any questions and feedback. We are grateful to have partnered with such a fun, friendly, patient, and talented team at Girikon, who exemplify true collaboration and partnership.

Madelon BarrowDirector of Client Experience and Support

We had an excellent experience working with Girikon. Reshma, Dheeraj and Jaimie were awesome to work with. They made the implementation so easy. Highly recommend Girikon to anyone looking to implement HubSpot.

John MackVP

We had the pleasure of working with Reshma, Dheeraj, Ajay and Brady. They assisted us with our onboarding efforts to HubSpot and helped in creating some automated workflows to streamline our sales processes. As a small business, implementing a new system and different sales related tools - while keeping the business running was a bit stressful, but this team had all the necessary skills (and patience) to make it a smooth process. Thank you very much Girikon team, we'll definitely recommend your services whenever we get the opportunity!

Tony CurranCo-Owner

Girikon has been an outstanding Salesforce partner for our company. They have customised our database to suit our business processes, and taken time to understand the way our business works. They are proactive and supportive and very diligent in keeping to deadlines. I would recommend them to anyone who would like a reliable Salesforce partner.

Tom Cheetham, Sales Manager

Great team of people. Very patient, understanding and accommodating to our project’s needs. And always happy to answer any of our questions we had.

Steven Tran, Salesforce Administrator

The offshore team were professional, prompt and responsive. The local team were able to grasp what we needed and understood our business and our requirements in a speedy manner. This allowed them to come up with a solution which has improved our business efficiencies and given us a platform for growth.

Natasha Porter, Operations Manager

Being our first time hearing of Salesforce, Yiannis and Mokshith really helped us get our head around what it is and what it's capable of doing. We came to them with many problems we needed solved for our Advocacy Service, and we were able to get an outcome that works great for our needs. Our day-to-day operations have been streamlined by cutting out a lot of back and forth to the students using our service with a tailor-made form that addresses all the information we require upfront, rather than later through many emails. Compared to the system we were using previously, Salesforce and Girikon together, allow us infinite opportunities to improve our service. We are continuing to work with Girikon for other projects our broader business needs and are sure the outcomes will be successful too.

Maddison Federico Student Engagement Manager

The team are engaging and knowledgeable of the product. They are capable of providing advice and recommendations for "non-technical" people?. The team are responsive and continue to support us on our Salesforce journey, no matter how big or small the question. We look forward to continuing to work with the team.

Katrina Bye Commercial Operations and International Manager

Girikon has been our trusted Salesforce advisor for 2 years. We needed a partner who really understood our unique challenges, and with their extensive experience in Salesforce consulting for the not-for-profit sector, Girikon helped us get closer to the finish line.

Jenny Davidson CEO

Girikon was excellent in suggesting and implementing what's a simple process but actually has a number of underlying processes that we now use to better forecast and report over time. If I were to say, there's probably Agile project management at its finest.

Carmelo Pellizzeri Director of Revenue Operations

As we were the first higher education institution in our region to adopt the EDA with the Student Success Hub (SSH), there was a lengthy scoping phase for this project. Girikon were excellent in assisting us with discovering our needs and how Salesforce could meet and exceed those needs.

Rob Corner National IT Manager

Girikon's attention to detail and willingness to find integrated solutions with our existing platforms was outstanding. The level of resources they provided to the engagement always made us feel prioritized as a client and kept the project on track. Overall it was the quality and level of project management that stood out across the engagement to make it so successful.

Bevan Nicholson CEO

Our experience with the Girikon team has been fantastic. They helped us develop a custom Salesforce solution to integrate our new website with Salesforce, right before the launch of one of our major annual-giving campaigns. They helped us develop a custom API to integrate our new website with Salesforce, set up our campaigns and streamlined the overall campaign and donor management process. As a small not-for-profit with limited resources, Girikon has become our go-to Salesforce partner. Thanks Girikon!

Maheen Iman Marketing Manager

Thanks so much to everyone on the team for getting Phase 2A completed on schedule.

I appreciate the cooperative spirit and the attention to detail that enabled us to streamline the entire process in order to achieve success and to meet our goals.

I couldn't be more thrilled to work with such a terrific group of people, and I'm looking forward to working with you on the next 2 phases of the project!

With many thanks,

Cesar Muradas Director of Technology

Very happy with Girikon, as they finished the project working as a team and they got really engaged with our needs and specifications. The communication was excellent and I am more than happy to recommend Girikon to anyone for salesforce projects. Keep up the good job!

George GkoumasSpecialist Technician

"Outstanding Communication"

Jack SocratousNational Product Support, Training & Marketing Manager

It was an absolute pleasure working with Girikon. In all the projects undertaken from us, they have been very helpful in building solutions for our ORG. Also, they have very competitive prices. We Will definitely hire them again for any future projects.

Ali AbbasSalesforce Administrator

Girikon has provided a great 'end-to-end' solution with a minimum of fuss and hassle. The iterative manner by which the project evolved has ensured a 'fit for purpose' outcome. Thank you!

John MitchellCEO

Short term initial engagement with real benefits from the product and solutions scoped and delivered. Good experience with an educated & passionate Salesforce implementation partner.

Chris CaddenSales Manager

The team at Girikon were knowledgeable with Salesforce, it's limitations and how best to leverage the resources available to achieve the best outcome. Engagement was flexible and the team continue to support our business.

Beau de la GardeClient and Operations Lead

?Yiannis and the team listened carefully to what I needed to achieve and delivered on time and in budget. I look to working with them again in the future.

Sinead MonaghanCommunity Development Officer

Girikon team are professional, knowledgeable with Salesforce product and meet objectives in a timely manner. They are a pleasure to work with.

Jennifer GaleaFinance Manager

The team at Girikon, they were very professional and detailed in every way! They spent a good amount of time identifying our scope and meticulously understanding our processes before we wrote a single line of code. When they presented a schedule, they stuck to it and the after development support has been top-notch. The Devs have great personalities and I have enjoyed spending time with them building the structure that supports my business. These guys are the best and we already have additional work slated to do with them. We have found a partner for life in Girikon!

Daniel GourleyPresident

From day one, I noticed several differences between Girikon and the previous firms we had worked with. The major difference was the daily communication. I was not only able to jump on a phone call once a day to answer any questions, bounce my ideas to the team and receive progress updates, but also received a daily progress report with upcoming work items.

A project handed off a project to the Girikon team will most certainly be a quality delivery on time and within budget!

Mark HomerCEO

We have been extremely impressed with all of our projects with Girikon. They have helped streamline our internal processes, and made our daily work environment a better place to be. Our work together has reduced the amount of tedious "plug-and-chug" work, helped us to innovate new processes, and allowed us to focus on helping our clients.

Joe BrodarDevelopment Strategist

We at Go! Go! World have had the pleasure of working with the team at Girikon on a very niche project involving multilingual Salesforce B2C implementation.

With brilliant analysis, planning and execution Girikon, not only delivered what we needed but also added value by recommending additional features that we did not previously think possible. Their work ethics and requirement understanding is top-notch and we are absolutely looking forward to working with Girikon for future projects.

Chris BaekCOO

I can highly recommend the Girkion Team. They have been amazing since my first contact with them via their website to our Go-Live Date.

Erin MacdonaldBroker Support Officer

Girikon were a very diligent team that helped setup our quick-start Salesforce implementation to enable us to have over 250 accounts, over 1,000 contacts and a number of opportunities transferred and then configured for our requirements.

They listened to our requirements for an effective sales engagement process to be implemented, whilst ensuring integration from Pardot was effective for a streamlined process from lead to opportunity. Our team, whilst small in numbers, are scattered around the world, so being able to implement an effective solution that could be trained quickly for users and have them aligning their use was really effective from Girikon

Daniel HibbertCommercial Director

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