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Salesforce Easy makes your life Easy

The world is constantly evolving and so are the tools we use to make our lives easier.

Salesforce has recently launched Salesforce Easy to replace its existing Salesforce Essentials. Salesforce makes it easier for users to quickly access the data they need to make informed decisions about their customers. 

Working together to achieve goals is the key to success for any business. Salesforce Easy makes it easy for teams to collaborate in a single workspace. Makes it easy for teams to get started with collaboration and stay organized in the long run.

What is Salesforce Easy, And Who is it For?

Salesforce Easy is designed to make it easier for small and medium businesses to access the power of Salesforce without the need for extensive training or customization. With this Salesforce Easy, businesses can quickly get up and running with a powerful CRM system that will help them manage their customer relationships more efficiently.

How Salesforce Easy Can Help Different Industries

Salesforce Easy is a revolutionary app that has completely reimagined the way businesses manage their sales, service, and marketing activities. With its simplified design, Salesforce Easy provides users with an intuitive user interface that makes it easy to access all the features necessary for effective sales, service, and marketing operations. Salesforce Easy allows users to customize according to their business needs and preferences. This makes it easier for businesses to manage their sales, service, and marketing activities in one unified platform.

How Salesforce Easy Helps Drive Efficiency in  Core Areas of Business 

Sales:

Out-of-the-box sales paths and reports are essential tools for businesses to keep their teams on track and manage their sales pipelines. 

Additionally, lead and opportunity records provide valuable insights into how well a company is performing in terms of customer acquisition and retention. With this information, companies can adjust their strategies in order to maximize their profits.

Service:

Managing customer cases is a great way to keep track of all customer interactions in one place. By tracking customer engagement history and details, businesses can gain valuable insights into how customers interact with their products and services. This data can then be used to improve their offerings as well as provide better support for their customers.

Designed to help your service team deliver quick, helpful, and personalized service to your customers.

Marketing:

It helps your marketing team create and track branded marketing content. Email templates are an essential tool for businesses when it comes to sending out company updates and offers. Not only do they provide a consistent look and feel for your emails, but they also help create beautifully branded emails that will grab the attention of your customers. With email templates, you can customize the content and design of your emails to match the tone of your brand.

Reports and Dashboards: 

Salesforce Easy gives a powerful suite of reporting tools to track business performance.

Reports will provide a clear picture to the management and display the data in the format of rows and columns.

Dashboards are pictorial representations of reports data.

How to Get Started with an Easier CRM Step by Step

Here are the steps to sign up for Salesforce Easy 30 days Trial Pack. 

Step 1: Click this link Salesforce Easy. Select the country as USA. Then check the check box of “Main Service Agreement.”

Step 2: After selecting the Agreement check box, it shows Add to sign up 

Step 3: After signing up, answer the following questions

Step 4:Aftet submitting these questions, Select the “Take Me To Salesforce” button.

Kudos!!!, Finally, you get access to a 30-day Trial Pack.

Categories
Technical

How To Implement Omni Channel In Salesforce???

What Is Omni Channel? 

Omni Channel is a tool to manage the priority of work items without writing a code. It’s a flexible, customizable feature.Omni-Channel routes work requests to the most available and qualified support agents in the console.

Where Can This Be Used?

This can be used by people of teams who are managing,

      • Customer Support.
      • Call Centers
      • Patient Appointment etc.,
Steps To Implement Omni Channel:
Enable Omni-Channel
Create Service Channels
      1. Create Routing Configurations
      2. Configure Presence Configurations
      3. Create a Presence Status
      4. Create Decline Status
      5. Create Queues & Assign Queues to Routing Configurations
      6. Provide access to Presence Status
      7. Add Omni Channel to Console
      8. Test the Setup
1.Enable Omni-Channel

This step is simple – Goto Setup→Omni-Channel Settings→Enable Omni-Channel

 

2.Create Service Channels

Service Channels: Service channels let you turn nearly any Salesforce object―such as a case, lead, SOS session, or even a custom object―into a work record.

Goto Setup→Omni-Channel Settings→Service Channels and click ‘New’. I have provided the name ‘Omni Channel Omni Setup Flow Cases.

 

3.Create Routing Configurations

Routing Configurations: Routing configurations determine how work items are routed to agents. Use them to prioritize the relative importance and size of work items from your queues. That way, the most important work items are handled accordingly, and work is evenly distributed to your agents.

Goto Setup→Omni-Channel Settings→Routing Configurations and click ‘New’. I have provided the name High Priority Cases and should be routed to the Agent who is Most Available..

 

4.Configure Presence Configurations

Presence Configuration: Presence configurations determine how much work agents can take on and the Omni-Channel behaviors while they assist customers. In each configuration, defining how to handle work requests, I have selected the capacity for an agent as 1.

Goto Setup→Omni-Channel Settings→Presence Configurations and click ‘New’ to create the configuration.

 

5.Create A Presence Status 

Presence Status: It helps you track information about your agents’ availability.

Goto Setup→Omni-Channel Settings→Presence Status and click ‘New’ to create the agent status.

 

6.Create Decline Status

Presence Decline Status: This helps to track when any of the work is declined by the agents they can send this reason.

Goto Setup→Omni-Channel Settings→Presence Decline Reasons and click ‘New’ to create the reasons

 

7.Create Queues & Assign Queues To Routing Configurations

Goto Setup→Queues and Click New to create the Queue and assign it to the Routing Configuration.

 

8.Provide Access To Presence Status

Goto Setup→Profile→ Enabled Service Presence Status Access and add the status.

 

9.Add Omni Channel To Console

Goto Setup -> App -> App Manager.Click Service Console app and Add Omni Channel using “Add Utility Item”.

 

10.Test The Setup

In Service Consoles, there is a Utility Bar item for Omni-Channel. This is where agents log on to Omni-Channel and show themselves as available for work. This is also where new incoming work will display for agents to grab.

 

When any new case is created and if it’s assigned to the queue then they will get an audio notification and the work will appear in their Omni-Channel window