In the beginning, many people thought CRM was a tool reserved mostly for more tech-based companies. However, through the years, more and more businesses have realized its immense value for almost every other industry.
Salesforce has long been at the forefront of innovative CRM tools. There are plenty of reasons why business owners should consider them as their sales partners. If you’re a restaurant owner thinking of investing in Salesforce as a CRM tool, here are a few reasons why:
Better Marketing Campaigns
While the internet makes it easier to speak to customers like never before, it also increases the competition you have for their attention. To keep your customers engaged, they need to feel that you remember them and their preferences.
Using Salesforce, you can make better campaigns that are triggered your customer’s actions and reactions. Salesforce helps put together a unified customer profile that helps you understand customers like never before.
Reward Loyal Customers
With thousands of restaurants as your competition, it’s no wonder why you have to retain your customer’s attention. Several studies have found that it’s at least six times more expensive to acquire new customers versus keeping current customers.
Salesforce helps you build loyalty programs to give customers incentives such as discounts, exclusive sales, and promotions. With this, you can differentiate yourself from the competition every step of the way.
Improve Your Services
Through gaining knowledge about your customers, you can find out why they want to dine with you and make more moments like it. With customer data at your fingertips, your teams can make decisions better and faster.
With Salesforce, you can easily manage customer reservations, create tickets for customer inquiries, and inviting feedback on every aspect of your business. Integrating information from your website, social media, and in-store feedback creates a more holistic view of your customers and what they think of your service. From there, you can improve every aspect of their experience to maximize their satisfaction.
Manage Your Branches
For businesses that have several franchises, staying on track with all of them can be challenging. Between monitoring sales and calculating targets with varying currencies, Salesforce has all the tools that you need to measure performance well.
By keeping the data of your various branches organized, you can make sure that the sure the quality is always up to standard for your brand. Creating a central information repository of your suppliers, staff, and team members can help your franchisees save time and effort.
Better data leads to a Better Restaurant Experience
Gone are the days that all restaurants need to succeed are good food and ambiance. These days, customers are a lot more discerning. From booking, actual dining experience, and every communication in between, there are plenty of opportunities to set you apart from your competitors.
Through the years, CRM has proven to be a necessary tool that every restaurant should have but at times a pain to maintain and keep updated. By getting Voice to Salesforce solution, all your data can be transcribed to your CRM automatically. Combining crm specialists and artificial intelligence similar to the debunked Einstein Voice, your restaurant can stand at the forefront of leading customer experience at every touchpoint.
Through the years, Salesforce has gone from a go-to application for small businesses to one of the best CRM systems out there. From non-profits, schools, restaurants to large corporations, there’s something in it for everyone.
However, there’s one team in particular from your company that will benefit from the Salesforce the most – your international sales teams. Here’s why:
5 Salesforce Features for Your Sales Teams
Salesforce offers many options that keep your sales teams always on top. There are several features that you can use to take your sales processes to the next level. Here are a few of them:
Guide Users with Path
Help your sales representatives make sure the data they enter about your customers is always complete. Through paths, Salesforce guides your sales teams throughout every step of the various business processes. From spotting opportunities to nurturing a lead into a sale, Salesforce will be there to stand by your reps every step of the way.
Opportunity Teams & Splits
With Salesforce, opportunity teams can easily collaborate on nurturing leads. By splitting teams into roles such as a sponsor, support agent, or project manager, you can also allocate the appropriate credits based on their contribution to the sale. Through opportunity splits, you can automatically share revenue, update personal targets, and give people the right compensation for their efforts.
For larger companies, territory management helps keeps track of the various areas you operate in. Salesforce helps organize your territory models for the best coverage to understand the effectiveness of your campaigns. With customizable components that let you create and preview strategies, you can refine your model with ease.
Using Salesforce, your company can easily consolidate the various currencies from the countries you operate in. By managing the currencies of your opportunities on Salesforce, your forecasts, quotes, and reports will automatically adjust to the active currency based on recent exchange rates. With this, you can keep everyone on the same page regardless of where they are in the world.
Avoid tension at the table during sales target discussions. Using collaborative forecast, your sales team can predict revenue and quantity from your opportunity pipelines. Setting up quotas, adjusting forecasts, predict sales, and more is easier with Salesforce. You and your team will always be on the same page, and you can align your targets as often need to.
Manage Your Sales Team Better
For many global companies, international sales can be a handful. With varying time zones, currencies, and targets, consolidating data, and targets can be challenging. Salesforce eliminates a lot of the issues that many companies used to struggle with.
However, adapting to new software isn’t also easy for everyone, and it would be especially difficult for people as busy as sales professionals. If you’re looking to give them another helping hand, you can ask for the assistance of specialists like Hey DAN.
Adoption for new and innovative technology always takes time. When it’s primary users have their hands full with endless task lists, it’s no wonder why it takes teams a long time to adapt.
For fear of hampering existing productivity, many decision-makers like veteran sales leaders refuse to change what they have always done. No one has time to make space in their busy schedule to train teams from the ground up.
Despite this, there are endless benefits that come with using intelligent voice technology. After getting over the initial learning curve, companies that invest in transitioning their teams benefit exponentially.
Here are a few reasons why your company needs Voice to CRM technology today:
An effective voice to crm program keeps track of all logs of every concern or request that you make. You will never have to worry about losing client information on the go ever again. Integrated with your CRM software, voice technology keeps data more accurate, up-to-date, and relevant.
Voice to CRM technology helps eliminate hours spent manually typing sales data. An estimate of 2/3 of all sales professionals spends their time doing work unrelated to their core functions. Many salespeople struggle with many types of administrative work. Sometimes, these include expense filing, meeting information, and scheduling. With the freedom to dictate meeting notes, details, and tasks, Einstein Voice opens up more time for salespeople to find more clients and close sales.
Overall, employees who feel like their time is valued are happier. With better ways to spend their time, they can find more moments to breathe and relax in between meetings. While the initial months of implementation might be challenging, making sure it goes smoothly would guarantee happiness for years.
Voice to CRM Technology is your Einstein Voice Replacement
Investing in voice to CRM technology should be a priority for companies who rely on their people always on the go. Gone are the days that your teams need to go back to the office to file reports, send updates, and automate activities.
While Salesforce has closed the doors on Einstein Voice, you do have other voice to SalesForce CRM options that provide the same, if not more.
Using just your voice, Hey DAN can take your CRM system to the next level. Using machine learning and human empathy, Hey DAN helps you populate, maintain, and improve any CRM system of your choosing.
Hey DAN is coming up with a real Einstein Voice replacement that should be available in the SalesForce marketplace this year.
Expense reporting is the bane of many teams. From sales teams who have to take time out of their precious schedules to the accounting teams who have to sort through them for their companies or clients, it’s often a lot of work for everyone.
When the expense reporting procedure is unnecessarily long-winded and stressful, it discourages employee truthfulness and accuracy. Inefficient expense reporting processes open a host of other issues that come out when the management is not aware of what kind of financial support their employees need for them to succeed in the role.
To avoid issues relating to late or inaccurate expense filing, companies need to establish clear policies and processes. Here are three tips on how they can do just that:
Include Employees in the Planning Process
Instead of just purchasing expense filing software, companies should allow their staff to recommend what they think is best for them. Many times, the management doesn’t have complete visibility on the experiences of their employees and their actual needs.
By having employees become active members in the decision-making process, they are also more likely to champion the software. When employees feel part of the planning process, it increases the rate of adoption and the likelihood of continued use.
Simplify the Process
The last thing that salespeople need is another complicated system. When policies are not clear, it will lead to either time-consuming mistakes or possibly even fraud. Increasing transparency on what is or is not allowed should prevent them from purchasing from unverified vendors, buying tickets priced beyond the budget, or not staying in preferred hotel chains.
Policies should also be regularly re-visited so that companies can continually give more budget for what their teams need and reduce it for what they don’t.
Digitalize The Experience
Instead of relying on physical papers and manual calculations, using automated reporting software can help decrease the possibility of human error. It makes the process more efficient, effective, and complete.
Using software or apps can also utilize notifications and reminders to make sure that employees never miss another expense reporting deadline again. With a few clicks and photos, they can keep everything they need in the palm of their hand.
While expense reporting is likely never going to go away, it doesn’t have to be a hassle all the time. With the rise of technology, many solutions have been popping up to help teams deal with admin tasks better.
Hey DAN’s Voice to CRM technology is a CRM tool that many sales teams will appreciate. Other than a host of other solutions that include meeting note-taking, follow up calls, and data management, Hey DAN helps teams with actual CRM data entry services combined with the technology deployed as an Einstein Voice replacement (Voice activated AI in CRMs)
With Hey DAN, Sales teams will never have to worry about filing for their expenses. They won’t have to think about missing receipts, forgetting how much they spent on clients and pertinent deadlines for their expense reporting and reimbursement.
Moving to remote learning has been difficult for everyone, whether it’s the students struggling to get their requirements on time or teachers having trouble responding to all the parents asking for help.
Multiple stakeholders often mean that data is routinely lost in the noise. Also, several systems have to be running to take the place of face to face education.
With so many things changing, it’s no wonder that many schools are finding it hard to cope. Many parents, teachers, and students need all the help available.
Thankfully, Salesforce is here to save the day.
3 Ways to Use Salesforce for Remote Schooling
While originally designed for small businesses, Salesforce has expanded to use its advanced CRM system to help schools navigate the modern world.
With Connected Schools, Salesforce helps manage multiple stakeholders into one cloud-based platform accessible anytime and anywhere.
But how exactly does Salesforce do it? Here are a few ways of how Connected Schools can help you engage your stakeholders:
Salesforce is a great way for schools to entice, engage, and process the admission process. From reaching out to potential customers through various lead generation mechanisms to the onboarding procedure, Connected Schools is a great way to make a solid first impression.
Using Salesforce, schools can easily provide information about the demographics of their current student body and that of their alumni network.
Schools can easily identify the demand for certain degrees, both by interested potential students and the likelihood of job success after graduation.
With its automated systems, communications between the management, staff, and students can be almost seamless. Keep everyone aligned with important dates, announcements, and changes that will affect the overall community.
Additionally, In addition, you’ll never have to worry about missing even the most intimate of moments. Keep your community engaged by remembering birthdays, work anniversaries, and even special dates in your school’s history.
The internet is an amazing innovation to aid students in their growth through their time in your school. However, it is also full of distractions. Left unchecked, it can keep students from focusing on fulfilling their requirements.
With Salesforce, students can be reminded of important deadlines, submissions, and presentations that they need to be aware of. In addition, schools can also track student performance and accurately predict the number of expected graduates.
Schools can also track the necessary headcount for each class. These can aid in hiring processes to match the incoming needs of the students.
Making the Most Out of Salesforce Connected Schools
While a great CRM tool is important, clean data is necessary to make the most of it. With new students and teachers coming in, it’s hard to keep track of everyone who needs to hear what you have to say at the right time.
With Hey DAN’s Voice to SalesForce solution, your school is less likely to struggle with keeping your data accurate. Through a combination of machine learning and human specialists, Hey DAN keeps your Salesforce CRM up-to-date and usable to ensure optimal communication.
When it comes to dealing with money, companies can be very particular when it comes to knowing exactly what is going on with theirs. It should come as no surprise that accounting firms are always on their toes.
Building trust with clients takes time, effort, and continually providing the value that they pay for. With so many accounting firms to choose from, setting your team apart with great customer experience is key.
Thankfully, Salesforce helps make sure that you never drop the ball on your customers. Using the world-renowned CRM platform, you can bring your relationship with your customers to the next level. But how exactly does Salesforce help you do that?
Once upon a time, accounting firms build their client base from years of work and referrals. However, these days clients have more options to choose from.
To stay on your potential client’s radar, Salesforce helps you nurture them throughout every stage in the sales funnel. Salesforce will pave the way for automatic follow-ups, internal reminders, and more.
Sometimes, keeping clients is just as difficult as finding new ones. When you have multiple companies in your care, it can be easy to miss schedules. Additionally, conversing with several team members across functions may not be so straightforward.
Salesforce helps keep track of every single relationship seamlessly. You do not have to worry about forgetting the important dates and deadlines.
When it comes to working with clients from high-pressure environments and industries, attrition can be challenging. Maintaining institutional data is key to making sure that a change in point person does not mean losing the relationship.
Through Salesforce, you do not have to worry about dropping the ball when closing a deal because you have to speak to a different person. Salesforce picks up where your last discussion was left off so that you do not have to keep starting from scratch.
Depending on the size, stage, and status, clients will need a tailor-fit CRM system that can keep track of the numbers that matter. Various companies will have their own workflows, organization charts, and reporting deadlines unique to them.
Instead of a system set in stone, Salesforce is customizable to every need from reporting templates, currency conversion, times lines, and more.
It is no secret that Salesforce is here to stay. However, it is completely understandable if you think that it is a lot to take in all at once. After all, accounting firms do more than just managing relationships but also do the actual accounting work.
Thankfully, you do not have to dive into Salesforce by yourself. By working with seasoned professionals from Hey DAN, you can utilize all the best Salesforce features without even breaking a sweat. Using a combination of machine learning and human experience, Hey DAN can help you build the CRM system of your dreams and keep it running smoothly as possible for as long as you want.
Creating expense reports may not sound so important for small businesses. However, as companies grow, they need to be more mindful of where their money goes. With increasingly large and numerous expenses, sales teams need to have a working system to both input and file expense reports.
Expense reports are necessary when it comes to tax season, as many of them are deductible to the final amount companies owe. They also are good to have during budget planning. Starting from being able to identify which expense can be optimized or how much teams need to fulfill their role, it’s a necessary part of every organization’s operations.
While making expense reports can be overwhelming, it doesn’t have to be. Here’s how you can easily prepare an expense report:
Step 1: Create or Choose Template
A template is a file that contains the necessary fields that teams need to file for sales reports. From the vendor name to the amount, companies will have their specifications on what should be in the expense report.
If you don’t want to make a template from scratch, there are many templates available online for free or software that can make it for you.
Step 2: Add Itemized Expenses
Expenses need to be per expense item. After making sure that the right client is tagged, salespeople filing the report should make sure that they are in chronological order.
Step 3: Total Expenses
Expenses are totaled differently depending on the company. Usually, it is first added by category before the overall cost. When it comes to reimbursement, any overpayments done by the salesperson beyond the budget will not be paid for by the employer.
Step 4: Add Supporting Documents
To validate expenses, companies need proof of purchase from the vendors. These receipts often show the vendor’s tax identification numbers and location, which are both necessary when filing taxes.
Step 5: Send the report
Before sending your report, make sure that that total is correct, the supporting documents are attached, and your employee number or account number is displayed prominently. For emailed reports, make sure that you let managers signing off acknowledge your submission.
Step 6: Collect your reimbursement
While there is a process to send expenses, there is also a process to reimburse them. Make sure that you know your company’s policies. The reimbursement procedure often includes deadlines, payment details, and internal approvals.
Despite having hundreds of tools at their disposal, many sales teams still struggle with filing expense reports. Most of the time, they have their time filled with a multitude of tasks. Salespeople not only find prospective clients, but they also manage relationships and close sales. Expense reporting is just one of the many stressful things they have to do in between all that.
With Hey DAN’s Voice to CRM technology, sales teams can file their expenses with just a call. Other than that, Hey DAN also handles data management, cleaning, and CRM integration. It’s the perfect tool for your sales teams on the go.
When it comes to running non-profits, everyone knows that you always need to do more than your role. Between finding potential donors to engaging volunteers, you will never have enough time to finish what you have to do.
Thankfully, Salesforce is here to help. SFDC is a CRM tool designed to grow and nurture your non-profit community. From inviting prospective donors to sharing accomplishments with your volunteers, Salesforce helps non-profits make the best out of their resources. Here are a few ways how:
More Time Finding New Supporters
Volunteers and donors are the lifeblood of every non-profit. However, millions of non-profits always need an extra hand. Finding the right people to help your cause can be difficult in a sea of options. However, it is not impossible.
Salesforce helps non-profits keep track of interested supporters by tracking meetings, calls, and emails. In fact, Salesforce even lets you sync information about prospective supporters and recommend the best time to follow up with them.
Stay Engaged with Your Community
One way to make sure that your advocacy stays on top of people’s minds is to keep your community engaged consistently. Whether it is testimonials of the people you have helped or photos from a recent fundraising event, you can make sure that your followers know about every milestone with your non-profit.
Additionally, small things like greeting people on their birthdays and saying thank you for their support can mean all the difference. For the big moments, small moments, and everything in between, Salesforce is there to share it with your supporters.
Whether you are on the road at a volunteer event or a dinner with potential donors, Salesforce keeps you on top of every customer touchpoint. For any questions about the data, how engaged people are, and your growth, Salesforce allows the data accessible right in the palm of your hands.
Build credibility by always having your number on hand. When working with non-profit organizations, trust is everything. Supporters need to know that contributing to your work will bear fruit. Having access to things on the go can mean the difference between keeping a relationship going or fading into obscurity.
With so many things on your plate, it is no wonder that non-profit professionals are looking for all the help that they can get.
Salesforce is an undeniably useful tool. However, it can get confusing and hard to manage. To make the most out of it, you need to utilize the various tools available and bring your CRM system to the next level.
Thankfully, with Hey DAN, you do not have to do these things alone. Hey DAN combines machine learning and human specialists to build your CRM system up to the highest standard. Not only will you be assured that your CRM system has the correct data entry, but that it is also always up-to-date.
With Hey DAN, you can rest easy knowing that you will never drop the ball and keep your donors, volunteers, and teammates on the same page.
Hey DAN (formerly Dial-A-Note) is the first Voice to CRM solution that combines technology and intelligence.
P.O. Box 5182
Greenwich, CT 06831
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