Thursday, April 30, 2015

Agile Accelerator: Salesforce's Not-So-Secret (Anymore) Weapon!

The agile development model has quickly earned its place in the software world, rapidly moving into territory previously ruled by the waterfall development model. Salesforce adopted it years ago, after which the cloud-computing leader saw major bumps in productivity and a huge increase in the turnaround time for major releases. A major reason Salesforce's successful implementation of agile development was a tool called GUS or Grand Unified System). GUS was built on Force.com with the purpose of consolidating scrum, quality assurance and bug tracking into a simple-to-use interface.

Monday, April 27, 2015

The SkyPlanner Parachute, your Monday morning source for great curated content!

business crm, cloud computing, CRM, inbound marketing, Lead management, Leads, outbound marketing, sales tracking, salesforce, salesforce automation, Salesforce CRM,

It's SkyPlanner Parachute Monday! Find out what we at SkyPlanner, South Florida's premier Salesforce consulting company, have been reading, watching, listening to, and learning from during the past week. 
  • With Heroku Elements, Salesforce has made it easier than ever for developers to create customer-facing apps. [via The SkyPlanner Blog
  • Engagement means a lot of things in the world of marketing and sales. This is where many companies run into trouble: in an attempt to engage with customers broadly, they often forget to implement an efficient plan that focuses the right resources on the right type of engagement. [via Salesforce Blogs]
  • Equal pay for equal work isn’t typically a mantra you hear from the chief executive of a multibillion-dollar company. Yet Salesforce CEO Marc Benioff is taking the radical step of reviewing employee salaries to ensure men and women are paid fairly. [via the Huffington Post]
  • How do you make a project plan that will actually work (i.e. successfully accomplish business objectives on time and under budget)? There’s no one-size-fits all answer, but there are a number of attributes that effective plans usually have in common. [via Salesforce Blogs]
  • A Salesforce CRM is an essential tool for any business, but like any other tool it has to be wielded correctly. That's why correctly setting up data and its use within your CRM is crucial to its success. [via The SkyPlanner Blog]

At SkyPlanner, South Florida's premier Salesforce consulting company, we love to hear from ours clients and supporters so please feel free to comment or email us with suggestions for future content.

Wednesday, April 22, 2015

Salesforce Announces Heroku Elements

Salesforce has made it easier than ever for developers to create customer-facing apps. Heroku Elements is a new marketplace designed to give developers instant access to Heroku's ecosystem of powerful app components, services and tools. Developers no longer need to search for messaging services, payment systems, app monitors, data stores and other pre-built app elements on their own.

Monday, April 20, 2015

Another SkyPlanner Parachute, your Monday morning source for great content!

business crm, cloud computing, CRM, inbound marketing, Lead management, Leads, outbound marketing, sales tracking, salesforce, salesforce automation, Salesforce CRM,

It's SkyPlanner Parachute Monday! Find out what we at SkyPlanner, South Florida's premier Salesforce consulting company, have been reading, watching, listening to, and learning from during the past week. 

At SkyPlanner, South Florida's premier Salesforce consulting company, we love to hear from ours clients and supporters so please feel free to comment or email us with suggestions for future content.

Monday, April 13, 2015

The SkyPlanner Parachute: your source for great content every Monday morning!

business crm, cloud computing, CRM, inbound marketing, Lead management, Leads, outbound marketing, sales tracking, salesforce, salesforce automation, Salesforce CRM,

It's SkyPlanner Parachute Monday! Find out what we at SkyPlanner, South Florida's premier Salesforce consulting company, have been reading, watching, listening to, and learning from during the past week. 

At SkyPlanner, South Florida's premier Salesforce consulting company, we love to hear from ours clients and supporters so please feel free to comment or email us with suggestions for future content.

Thursday, April 9, 2015

Data considerations for Salesforce implementation!

Data. It's important (duh!). That's why at SkyPlanner, South Florida's Salesforce consultants, we know that if your CRM doesn't treat your data properly then it isn't worth having. The importance of getting your data habits off right, beginning with implementation, is important because even a single misstep can start a snowball effect of bad data.. Below are some Do's and Don't of data implementation we found from the good folks at Salesforce: 



Data Implemention Do's: 
  • Emphasize clean data. Develop data policies and management strategies for your new CRM implementation and stress the importance of following those policies beyond to your users. 
  • When it comes to data migration, analyze your data to figure out what's essential to your business processes. Then build your application to include only the data you really need. Don't just build an application to house everything expecting to discard excess data later. 
  • Create data maps for object relationships, field data types, and other requirements. Define points A and point B (and sometimes C through Z) of your data's interdependencies. You don't want your data to get lost thanks to a wrong turn!

    Data Implemention Do's: 
    • Don't get lazy and create unnecessary requirements (validations) if something can be accomplished by developing better processes or by training end-users on proper procedures. 
    Sources: 
    1. Frankfurt, Tal. "Salesforce Implementation Best Practices: Data." Salesforce Blog. N.p., 07 Apr. 2015. Web. 08 Apr. 2015.

    Tuesday, April 7, 2015

    A little late but still great...The SkyPlanner Parachute!

    *Due to Comcast-related technical difficulties this week's SkyPlanner Parachute is a day late but still as full of great content as ever!
    business crm, cloud computing, CRM, inbound marketing, Lead management, Leads, outbound marketing, sales tracking, salesforce, salesforce automation, Salesforce CRM,

    It's SkyPlanner Parachute Monday! Find out what we at SkyPlanner, South Florida's premier Salesforce consulting company, have been reading, watching, listening to, and learning from during the past week. 

    At SkyPlanner, South Florida's premier Salesforce consulting company, we love to hear from ours clients and supporters so please feel free to comment or email us with suggestions for future content.

    Wednesday, April 1, 2015

    Salesforce unveils the Intelligence Engine for the Salesforce Service Cloud.

    In the past few weeks SkyPlanner, South Florida's Salesforce consulting company, has covered many of the improvements Salesforce has made to its CRM offerings, mostly in the Sales Cloud and Marketing Cloud. But today's post is about an improvement Salesforce has made to its Service Cloud suite of products. That improvement is called the "Intelligence Engine" and it will harness data science to fuel the industry's smartest customer service. 

    Some of the features of the Intelligence Engine include: 
    • Intelligent Business Processes Dynamically assign cases to agents based on skill set, case history, presence or communication channel—email, web, phone, video chat or SMS. Using advanced workflow automation, the Intelligence Engine can also trigger any business process, such as escalating cases beyond the support department to sales or marketing. For example, a support center can route cases from VIP customers to top agents or distribute potential sales leads to the best teams or individuals equipped to upsell.
    • Intelligent Workload Management Automatically distribute and manage agent workload to respond to the unpredictable demands of omni-channel support. Rather than relying on a manual process to fill an agent's queue with cases, Intelligent Workload Management will automatically distribute cases to agents based on their expertise to handle specific types of cases, as well as their caseload, to maximize their productivity. For example, Service Cloud will suspend pushing cases to an agent if they're on a video chat or factor in how much to decrease the workload for an agent who will soon be on break.
    • Seamless Omni-Channel Customer View Customers can start a conversation on one channel and seamlessly transition to another without having to continuously identify themselves, rehash the problem or bring a new agent up to speed. For example, a customer with an open email case who requests a video chat will automatically be routed to the same agent working on the email case for a seamless service experience.
    The impact of the Intelligence Engine can be summed up in these comments: 
    • The Service Cloud Intelligence Engine harnesses the power of data science to improve workflows, business processes and deliver seamless customer service across any channel,” said Mike Milburn, SVP and GM of Service Cloud, Salesforce. “Now companies are prepared to exceed their customer's increasingly high expectations for smarter service.”
    • “We are building the next generation of travel that is highly personal and seamlessly connected across any channel—on the web, on email, phone, mobile, social media— and even at the train station,” said Antoine de Kerviler, CIO, Eurostar. “By standardizing the entire customer service platform on Salesforce, Eurostar is able to deliver a single view of customers so agents can deliver exceptional service at every turn.”

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    Sources: