Our Guide To Salesforce

Whether you are in search of a new CRM or are an existing user looking for ways to maximize the potential of this powerful tool, our guide offers you insight into the full capabilities of Salesforce.

Grow Your Business

Salesforce is the #1 Customer Relationship Management platform with over 150,000 companies using it for their sales, marketing, and e-commerce needs all through Cloud Computing. Salesforce supports your business efforts by collecting customer details, tracking customer interactions, and managing customer accounts. Salesforce turns customer data into useful insights that can lead to higher conversion rates, improved customer experiences, and a higher ROI.

Who Is Salesforce For?

Different roles use Salesforce products for various tasks. Overall, it allows you to capture customer data and store it in one place, providing a 360-degree view of the customer.

For Sales

For Sales, it is great for managing and optimizing your sales process for one or more businesses all in one system. With access to tools for collaboration, reporting, and forecasting, you can work with your sales team to nurture leads ,seize opportunities, and report on your business KPIs.

For Marketing

With Salesforce, you can manage your marketing campaigns and measure the ROI. Salesforce offers and integrates with numerous marketing automation and reporting tools, such as Marketing Cloud and Pardot. You can use sales and other first-party data to create segmentation lists and personalized experiences for your customers.

For Customer Service

Resolve support cases quickly with agent-matching capabilities, manage self-service portals, and respond to customer comments from social channels. With features to build customer communities and a helpful knowledge base, you can provide the ultimate customer experience at every stage in their journey.

Is Salesforce the Best CRM Choice for Your Company?

“With Salesforce, we can have personalized, integrated, and consistent interactions across all of our sales channels.”

– Christopher Coleman, Head of Sales Capability & Enablement at Virgin Media

Industries Using Salesforce

Any company who wants to streamline their sales, marketing, customer service and improve their customer experiences. Salesforce is used by thousands of companies. Below are a few that you may have heard of.

Cloud Services

Amazon Web Services (AWS) grew to be a leading provider of web hosting using Salesforce from their inception. Products used:

  • Sales Cloud
  • Community Cloud
  • Salesforce Mobile App

Financial Services

U.S. Bank used Salesforce to create a unified customer relationship system that worked across all divisions of the bank. Products used:

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud

Communications

T-Mobile used Salesforce to drastically cut down their sales reps time by listening to their Customers. Products used:

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Community Cloud

Nonprofit

DonorsChoose.org grew their donor conversion rates tremendously using Salesforce. Products used:

  • Sales Cloud
  • Marketing Cloud
  • Community Cloud
  • Analytics Cloud

Business Services

Rosetta Stone engages their customers using the 360 view from Salesforce. Products used:

  • Sales Cloud
  • Service Cloud
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Health Care

Merck makes sales more efficient using Salesforce by improving the customer experience. Products used:

  • Sales Cloud
  • Marketing Cloud

Media

Spotify keeps the laid-back culture alive using Salesforce while growing to have 10+ million active users. Products used:

  • Sales Cloud
  • Service Cloud

Manufacturing

Canon is more efficient with by using Salesforce to focus on employees and customers. Products used:

  • Sales Cloud

Salesforce is the CRM of choice for many well-known enterprises and is also a great option for:

Retailers 

Consumer Goods

Education 

Government 

Insurance 

Transportation 

Travel & Hospitality 

Automotive 

“Salesforce helped us execute on our transformation at a faster pace than anyone thought would be possible”

– Jeff Bradburn, Senior Director of Support Systems at EA (Electronic Arts)

Features of Salesforce That Take Your Company to the Next Level

Lightning Flows – Avoid disconnected customer engagement by building personalized customer flows, automate business workflows, and improve team productivity.

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Salesforce Surveys – You can create surveys and collect feedback from your users. This information is stored in Salesforce giving you an opportunity to understand what users are experiencing and how to improve.

Einstein AI – Improves the customer experience dramatically by developing key insights, forecasting predictions based on behavior, and even automated tasks for every single customer. This is a major breakthrough as we enter into a new era called “Intelligence Marketing” where personalized experiences is expected from consumers and affects their purchase decision-making.

Process Builder – Easily automate your if/then business processes that can be configured with immediate or scheduled actions. This is really helpful when sending emails with a specific template and updating records.

Salesforce Lightning Dashboards – Create easy to consume visualizations of valuable metrics to share using the drag-and-drop builder that pulls the data straight from your sources and turns them into tables and charts.

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Chatter –  A collaboration tool that allows you to communicate and share information with anyone within your company to improve cross-functional communication and align team goals.

Learn How Salesforce Can Help Your Business

One of the best features of Salesforce is its ability to be customized by developers or with the use of third-party tools such as applications in the AppExchange.

Our Favorite Apps

Conga Composer – known as a “doc gen solution”, this app lets you create professional documents with design, text, and images using data from Salesforce that helps you stand out and increase productivity.

Odaseva – is a cloud-based data tool for Backup, Archiving, and GDPR with built-in security and experts to assist you.

Invoca – is a call attribution tool that can be integrated into the Sales and Marketing Clouds. This app gives you insights into which campaigns are driving calls and provides what is said on calls to convert more customers.

Sertifi – provides unlimited e-Signatures and payment capture to help you make the sales process as fluid as possible.

“The greatest aspect of Salesforce is the flexibility of the platform – you can customize it to do whatever you want.”

– Jonathon Bernazar, 3x Certified Salesforce Consultant at Lunar

Determining if Salesforce is Right For You?

There are many “Clouds” to choose from, so which ones are right for you? Depending on your business needs, you may only need one cloud, such as the Sales cloud. However, the capacity to connect your data from each cloud ensures your sales, marketing, and customer success efforts are maximized. Most companies, such as AWS and Adidas, are using multiple clouds to streamline their business processes and provide the best customer experience.

Salesforce Sales Cloud Capture your lead data, access instant insights, and have a full “360-degree view” of your lead’s customer journey to close deals faster.

Salesforce Marketing Cloud Understand your customers whether they are B2C or B2B, engage with them and create highly personalized experiences.

Salesforce Service Cloud Provide optimal customer satisfaction with onsite services, a branded knowledgebase, and support through phone, email, and chat.

Salesforce Community Cloud Create a custom community to engage your users and to initiate and maintain a loyal following.

Salesforce App Cloud Build trusted apps in any language and engage users by creating transformational experiences.

Salesforce Commerce Cloud Streamline your e-commerce processes and improve the shoppers’ experience.

Salesforce IoT Cloud Made for massive data volumes, you can store and process all of your data in this cloud, test new business ideas, and connect all of your products.

Salesforce Analytics Cloud Gain insights from all of your data to determine opportunities and next steps.

Salesforce Health Cloud Enhance your patient care by capturing all patient demographics, EHR, clinical and nonclinical data, and office communications as well as create an easy to use patient portal.

Not Sure Which Cloud Matches Your Needs?

How Salesforce Adapts for Digital Transformation

Recognizing a need to provide meaningful customer experiences, increase productivity through predictions, and adapt quickly to changing interests, Salesforce Einstein Artificial Intelligence offers companies the opportunity to be ahead of the game without the complexity of a traditional AI infrastructure. This is a major breakthrough as we enter into a new era called “Intelligence Marketing” where personalized experiences are expected from consumers and affects their purchase decision-making.

Einstein is a layer of artificial intelligence pre-built directly into every Salesforce cloud and it makes your clouds smarter:

3 Important Questions You Can Answer Using Einstein

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Descriptive

What happened?

Why did it happen? 

When?

Predictive

What is going to happen?

R

Prescriptive

What should I do about it?

Every aspect of a business benefits from asking these questions, with Einstein you automatically get the answers with action steps to take. What could be better than that? Well, the basic features of Einstein are pre-built, but you can purchase additional features for even greater insight and forecasting.  Are you utilizing Einstein Analytics to the fullest? Chat with us to learn more.

Ways to Optimize Your Salesforce Org

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Automation

Think about all of the manual tasks you perform every day, such as manually entering in data and moving leads from one segmentation list to another. By customizing your org, you can minimize repetitive tasks to free up your time.

Maximize UI

Now with Salesforce Lightening, you can customize what your user interfact looks like. Showing you all relevant data in the right places at the right time. Add some automation to this, and it makes using Salesforce far easier.

There a many ways to optimize your Salesforce org, connect with us to learn how.

 Salesforce Consultant vs. Salesforce Administrator

Consultants are the better option for those looking for a strategic partner from implementation to execution. With expertise in the latest updates, features, and apps, consultants can deliver not only the “how-to” but also the “why this is important for your business.”  Experts leverage the experience of looking at business processes holistically, understanding the strengths and weaknesses, and dive into creating solutions that will have lasting positive results.

Administrators are great for companies who know how to use Salesforce and need manual help.  Tasks can include adding users, managing existing accounts, and changing fields on your dashboard as well as adding and connecting applications. They also can create workflows for you, troubleshoot campaign issues and fix data records.

Find a Trusted Consulting Company

Always check to see if the Salesforce consultant or consulting company is a Salesforce Partner to ensure you are working with experts in Salesforce.

Consultants should be well-versed in technologies related to Salesforce, such as the best apps in the app exchange, and even custom-developed products that integrate with Salesforce, such as Shuttle.

Still Have Questions?

We have consultants and administrators on our team, we can help you identify what your company requires now to use Salesforce to the fullest extent.

What We Offer

Salesforce Implementation

With deep experience implementing Salesforce in a variety of industries, we bring the expertise to your company to ensure that you’ll squeeze the most from your Salesforce investment, increasing usefulness, adoption, and insights.

Custom Development

Along with our exclusive products, we can develop custom features to address your unique situation. Our developers are experienced in building custom functionality that works seamlessly with Salesforce while meeting your specific needs.

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Data Migration

Whether it’s importing, exporting or sanitizing Salesforce data, our Salesforce data migration services have earned the reputation for making the process seamless and painless. We can also sync your data with other databases, partners, and tools.

Administration

One of the keys to maximizing your Salesforce investment is proper administration. Let our experienced administrators stress about those details for you. We’ll facilitate the process to get you what you need from Salesforce.

Third-Party Integrations

Many third-party add-ons offered by Salesforce consulting companies are described as “simple” and “easy,” but it’s not always simple or easy to install and configure them correctly. Our team works with a variety of add-ons and integrations, including Pardot, and can help you get these features to run smoothly and work as advertised.

Reporting

From generating standard reports to building custom dashboards, we enable easy access to the data that drives informed decisions for your business. We make sure the data that matters most is easy to access and manipulate to reveal key insights about your business.

Our Approach

Lunar is a Registered Salesforce Partner, but we’re unique in our approach. Instead of looking at your company to see what problems Salesforce can solve, we look at your business process, identify challenges and offer viable solutions.

Based in Orlando, we’ve worked with a number of Florida-based businesses. We’ve also enjoyed successful engagements outside the sunshine state both working remotely and visiting client sites. We don’t care where you are, we care about bringing value to your operation. Connect with a Salesforce consultant to discuss how we can help you reach your business goals.

Contact Lunar today to find out more about Salesforce and its capabilities.

Lunar can help answer all of your questions and more. We are experts at optimizing the sales, marketing, and service processes using the power of Salesforce.

Chat with Us