Salesforce is the number 1 CRM platform for businesses and it is widely used. Businesses can utilise Salesforce services to improve connections with partners, customers, and potential customers by utilising cloud computing. People choose to use Salesforce for a variety of reasons. Here are some of the benefits of salesforce that contribute to its popularity:

 

• Time Management Improvement:

Anything that can help save time is priceless because time is the most precious resource. Salesforce is a powerful time saver due to its extensive automation options. Your sales team's efficiency can be increased by automating processes using its Workflow. As a result, your employees will be able to concentrate more on providing a premium customer experience. 

It expedites the process of organising client information and speeds up information retrieval, saving a great deal of time that would otherwise be spent looking for information in other CRM solutions.

The built-in calendar features are another excellent time management tool that can be utilised to better see the schedule. This aids in remaining alert throughout all of the processes while nurturing a possible lead.

     

• Reporting:

Reporting gathers the data that must be recorded, arranges it, examines it, and turns it into useful information. Reports and dashboards can present the data to the users in the form of figures and charts to better evaluate performance.

 

Thanks to reliable reporting, Salesforce keeps relevant data structured and aids in making sense of new data. It is simple to adapt the numerous reporting tools in Salesforce to your unique needs in order to better view the data to boost efficiency and save time.

                                               

• Security:

Most businesses today place a high priority on security. Customer data must be protected from malicious hackers and must not be misused. Salesforce provides the freedom to limit data exposure using out of the box security features.

 

• Development and innovation:

Salesforce is constantly expanding, developing, and working to improve the services it offers to businesses. It is constantly searching for innovative methods to improve, which may involve partnering with businesses and investing in product upgrades that incorporate cutting-edge technologies to enhance the performance of the product. 

 

• Accessibility and usability:

Salesforce is a cloud-based platform, making it accessible from any location with the internet, making it more convenient for users. As a result, wherever they are, users can keep informed about the accounts and clients they are in charge of thanks to this Salesforce feature.

 

           It's made simple so that no technology background is required to use it. It provides a very user-friendly and straightforward user interface to its users.

 

• Customizability:

The greatest advantage of Salesforce for many customers is its customizability. The customers have the ability to create custom fields and objects to fit their needs.

 

• Integration:

 To better meet the needs of the businesses and improve customer experience, Salesforce supports integration with multiple services and CRM applications. It also supports data integration from multiple social networking sites.

 

Conclusion

Salesforce is one of the most popular CRM platforms and it has more benefits to offer to users and there are more that are being developed by time. It is immensely growing and it is gaining popularity in the CRM community due to its potential and its advantages.

 

Our extensive offering of Salesforce services, sectors we specialise in, years of experience, and large clientele speak for itself. And all you have to do is get in touch with us and discuss your project ideas or challenges; we'll be happy to share our knowledge with you.

 

Enhance your business with Cloudastick Systems now!

https://www.cloudastick.com/#request

 

References:

https://www.salesfix.com.au/blog/reasons-why-salesforce-is-the-best-crm/

https://www.educba.com/uses-of-salesforce/

https://www.appseconnect.com/why-your-business-should-use-salesforce/

https://www.simplilearn.com/what-is-salesforce-article

https://focusonforce.com/crm/why-is-salesforce-so-popular/

https://www.3rd-pillar.com/top-10-benefits-of-salesforce-crm/

https://www.encaptechno.com/blog/advantages-of-salesforce-over-other-crms/

https://www.codeitbro.com/benefits-of-salesforce/

 

A strategy determines when and how to present an Einstein Next Best Action recommendation on a Salesforce Lightning record page. For example, if you want to offer a discount to a subset of customers, create a strategy that collects the appropriate customer records and identifies the discount option to present. To create a strategy, you can use Flow Builder or Strategy Builder. In this blog, we will tackle the Strategy Builder strategies.

Before tackling the Strategy Builder, it is worth mentioning what is Einstein Next Best Action. EinsEinstein'st Best Action is a solution that uses flows, strategies, and the Recommendation object to recommend actions to users. It is very beneficial in the Yes/No Problems in addition to Numerical Problems. You can display these recommendations on many different types of pages, including Lightning pages in your Salesforce org, Experience Cloud sites, or external sites. Einstein's Next Best Action incluEinstein'smain approaches that were mentioned above which are Flow Builder and Strategy Builder.

 

There are several steps in order to achieve the Next Beto

1. Planning Your Recommendations and Automations
2. Build a Flow
3. Create Recommendations
4. Create a Strategy (This is where we use Strategy Builder)
5. Display Next Best Actions

 

What is Strategy Builder?

It is a point-click automation tool that works with Einstein Next Best Action to determine which recommendations are surfaced on the record pages.

 

The Strategy Builder Elements that can be utilized:

• Enhance Element: Get AI-driven predictions from tools like Einstein Discovery and Einstein Prediction Builder to supplement Next Best Action suggestions with extra data like propensity ratings. Every time a strategy is used, the Enhance element lets you instantly change a set of recommendations. These suggestions may be static and present in Salesforce as records, or they may be dynamic and derived from other data sources or other Salesforce objects.
• Load Element: The initial component of a strategy branch is load. Filter and load a recommendation object's records. Alternatively, you can import and filter any object's data, then use the Map element at the end of the strategy to turn them into suggestions. Which of your recommendations are considered when your strategy is put into action depends on your load components.
• Generate Element: When a huge number of options make it difficult to manually construct suggestions, you can use the Generate element to dynamically generate personalized recommendations. You can generate in-memory, real-time suggestions using the Generate element and either external data sources or other Salesforce objects.
• Filter Element: Make an expression that, depending on the situation, enables you to prevent or filter out undesirable recommendations. Every recommendation moves through the branch and is tested against the expression.
• Limit Reofferes Element: Count the number of times a user sees a certain recommendation. You can choose how long to wait before displaying a recommendation again and how many times the user must respond to a recommendation.
• Map Element: Without writing any Apex code, you may create and edit existing fields using formulas by using the Map element. It instead uses formulas and expressions. To transfer data from a Recommendation field with one name to a Flow input with another name, use the Map element. Alternatively, you can use it to add context-specific information to the Description, Name, and other fields' existing values.
• Sort Element: Choose how recommendations are ordered within a branch and reorder them using Recommendation fields.
• Branch Merge Element: Combine recommendations from multiple branches into a single branch.
• Branch Selector Element: Create distinct phrases for each branch and use a branch selector to filter several branches. The branch's recommendations are accepted and consolidated into a single branch if the phrase is true.
• First Non-empty Branch Element: You can filter branches based on the order in which they appear on the canvas using the first non-empty branch element. All other branches are prohibited save the first one that provides recommendations.

 

Why use Strategy Builder rather than Flow Builder?

There are some features that some features are Builder which are:

1. Limiting the number of times some recommendations are shown
2. Can Display recommendations on a site outside of Experience Cloud
3. Einstein Recommendation Builder's AI-generated recommendations are displayed

 

To Conclude, using Strategy Builder can be very beneficial as it will aid the user and make it easier to serve their goals. Having a Strategy is fundamental to ensure success.