How to Improve User Adoption with Salesforce

Salesforce is a powerful CRM platform that can help businesses streamline their sales, customer service, and marketing efforts. However, for the platform to be truly effective, it’s important to ensure that all users are properly trained and engaged with the software. Here are a few tips on how to improve user adoption with Salesforce:

  • Start with a clear plan: Before rolling out Salesforce to your team, make sure you have a clear plan in place for how the platform will be used, who will be responsible for managing it, and what kind of training will be provided to your team.
  • Provide comprehensive training: To ensure that all users are comfortable using Salesforce, it’s essential to provide comprehensive training. This can include on-demand webinars, in-person training sessions, and written documentation.
  • Encourage active participation: Encourage your team to actively participate in using Salesforce by assigning specific tasks and responsibilities, setting goals and milestones, and providing regular feedback.
  • Make it easy to access: Ensure that Salesforce is easily accessible to all users by providing them with quick links and shortcuts, as well as mobile access to the platform.
  • Monitor usage and track progress: Regularly monitor usage and track progress to identify areas where users may be struggling and provide additional support.
  • Create a feedback loop: Encourage users to give feedback and suggestions for improvements to the platform, which will help you to continuously improve the user experience and increase adoption.
  • Gamification of Salesforce: Adding gamification elements to Salesforce can make it more engaging, and increase adoption. For example, create leaderboards, badges and rewards for user engagement, and progress on different tasks.

By following these tips, you can improve user adoption of Salesforce and ensure that your team is fully utilizing the platform’s capabilities to drive business growth.

For more information on how we can help with your Salesforce needs please contact us below.

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KristinaHow to Improve User Adoption with Salesforce

LPL ClientWorks Integration with Salesforce

We are happy to announce that Navirum has been selected as a preferred implementation partner for LPL ClientWorks Integration with Salesforce.

It is a comprehensive advisor platform designed and continually refined to help financial advisors run their businesses more efficiently. Integrating LPL ClientWorks with Salesforce offers a single location to access all financial data, processes, and account types. ClientWorks also includes tools for account opening, client management, trading, and more.

Please contact us to learn more about how we can help you!

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KristinaLPL ClientWorks Integration with Salesforce

Introducing Navirum Orbit: All Your SalesForce Needs Under One Umbrella

Supercharge Your SalesForce Engine With 6 Powerful Tools

SalesForce has quickly become the world’s leading CRM platform that’s allowed financial service companies to simplify and streamline all their business processes. With vast capabilities, there are a number of ways that Salesforce can be integrated into your business and effectively used on a day-to-day basis. When executed properly, everything within your organization becomes easier, where each unit of input leads to tremendously more output in profits, team morale, happy customers, and more.

However, for financial service businesses who try to do it all on their own, it can often lead to difficulties that cost them more money, human capital, and unnecessary resources spent.   

Fortunately, with Navirum Orbit, we provide you with a fully equipped solution to ensure a seamless Salesforce integration and beyond – with your own portal, dedicated Account Manager, and 1:1 communication over slack.

Some of the highlights include:

1) Training: Receive dynamic training sessions to ensure your team uses Salesforce to its greatest potential, allowing you to increase user adoption and the value of each license. Accompanied by 1:1 and curriculum-based training, everyone in your business will have the in-depth knowhow to make your organization a top competitor within a matter of weeks.

2) Managed Services: Receive ongoing maintenance and support such as scheduled maintenance, upgrades, and optimizations for Salesforce.

3) Roadmap Development, Design & Accountability: Working by your side, we’ll create an in-depth blueprint with specific milestones on how to fully utilize Salesforce’s features and maximize long-term value.

4) Salesforce Accelerators: Deploy Navirum code, config, and intellectual property to solve problems, increase productivity, and boost adoption.

5) On-Demand: Gain exclusive access to highly experienced Salesforce consultants to design and customize your Salesforce orgs, broken down into bite-size pieces for easy consumption.

6) Technical Support: Ensure you’re Salesforce systems are always up-and-running without hiccups so downtime is minimized, with 24/7 support.

7) And much more…

At Navirum, we are helping financial service companies across a variety of industries unify their people, data, applications, and processes to completely revolutionize their internal operations. By collaborating together, we act as your “Salesforce concierge”, assisting you with every aspect of the Salesforce migration, maintenance, and continuing support activities. As a superior alternative to hiring a full-time resource, Navirum Orbit allows you to remove the possible roadblocks that can come with a powerful CRM like Salesforce – at a fraction of the investment. With the right processes aligned and all systems working in complete harmony, you and your team can free-up precious bandwidth, focus on higher ROI tasks, and make this your best year yet. With the complete Navirum Orbit solution on your side, success in business becomes inevitable. If you’re interested, you can learn more about Navium Orbit by contacting us below.

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KristinaIntroducing Navirum Orbit: All Your SalesForce Needs Under One Umbrella

3 Tips for you Pardot Implementation in Financial Services Companies

As we live in an era of digital engagement, Pardot has become hugely popular in helping financial services companies to reimage how they communicate and serve their clients. From banks to insurance companies, wealth managers to private equity, Pardot is hugely popular in helping companies digitize the customer journey. Here 3 times for implementing Pardot

1) Get educated on Pardot: The marketing automation tool comprises a huge amount of functionality. For people unfamiliar with digital marketing, the terminology alone requires learning. From lead scores to suppression lists, engagement processes to conversion rates, the vocabulary takes getting used to and will help you significantly with your implementation. Financial services firms need to be wary of their own specific regulatory compliance and data privacy rules as part of their implementation. Getting up to speed on the regulatory piece is an important part of the implementation.

2) Define your customer journeys: Above all else, understanding how your customers engage with your business will significantly help the implementation of Pardot. In any company, there are many journeys, from sales and support to marketing. Mapping these out at the start of the project will help make your implementation a success.

3) Implement with a Pardot consultant: Pardot requires expertise to do the implementation and get the most out of your investment. As we mentioned in tip 1, a major part of your Salesforce implementation is being educated on the Platform. An experience Pardot consultant will help in front of your implementation.

Navirum is a leading Pardot implementation partner. We help companies across the financial services industry to get up and running in the system successfully. We help companies migrate from Hupspot, Mailchimp, Marketo and Eloqua to Pardot. Together with our clients, we can unify your data, people, applications, and processes. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team.

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Kristina3 Tips for you Pardot Implementation in Financial Services Companies

3 Tips For Your HubSpot to Salesforce Migration

As more and more business migration from HubSpot to Salesforce, its critical to do the migration properly to ensure you get up and running on your Salesforce licenses as quickly as possible and to ensure Salesforce has high adoption levels with your employees.

1) Get your team involved: Very often system implementations land in the inbox of the IT team, but its very important to take a multistakeholder approach – even for small businesses. Ensuring you have representation across all department will boost adoption and will help spot important requirements needed for each area of the business.

3) Keep it simple at the start: Its not always necessary to implement all aspects of your Salesforce vision in phase 1. You will generally have higher implementation success and a much greater uptake from your team if you keep the first phase of the project as simple as possible. Create a Salesfroce roadmap and talk about the features that will be released over the next 6-12 months. This will keep Salesforce top of mind and highlight the importance of the system to your company.

3) Run HupSpot in parallel to Salesforce for a while: In keeping with tip 2, keep some of your HubSpot licenses and keep the system alive for at least 3-6 months. This will help smooth the transition and ease anxiety about the sudden switch to a new system. It will also allow you to transition data & functionality over time to Salesforce

Navirum is a leading Salesforce implementation partner. We are experts in migrating HubSpot to Salesforce. Together with our clients, we can unify your data, people, applications, and processes. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team.

 

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Kristina3 Tips For Your HubSpot to Salesforce Migration

3 Tips for Migrating From Goldmine to Salesforce

Goldmine was a popular CRM over the past 30 years. More and more companies are migrating from the legacy system to Salesforce. It takes special expertise to help migrate. Here are Navirum’s 3 tips for your Goldmine to Salesforce migration:

1) Focus on the benefits of Salesforce: After using a system like Goldmine for 10-20 years, we become attached to some key features. It’s essential to focus on what Salesforce can do and put your energy into configuring the cloud based CRM. Many customers get caught up in the data migration or retrofitting Goldmine automations into Salesforce and lose sight of the fantastic benefits the industry leading CRM can bring.

2) Migrate only the data you absolutely need: Getting your data migration strategy right for a Goldmine migration is one of the most critical steps in the process. Migrating data Is time-consuming and challenging. We advise our clients to migrate what they need and export the remainder to a secure location for future reference. Salesforce allows you to start with a blank slate. Importing years of legacy data will torch your project budget and may leave users with a negative experience using your brand new CRM.

4) Get help from a certified Salesforce partner: With many steps and moving parts involved in the Salesforce migration process, having the proper training and consulting from a Salesforce implementation partner can ensure the best configuration (without future hiccups). When you’re able to maximize Salesforce’s capabilities like the Financial Services Cloud, Sales & Service Cloud, and Marketing Cloud, you can give your customers a truly transformational experience – allowing you to streamline business management processes, closely track compliance and financial legalities, provide security & regulatory best practices, eliminate paper processes & redundant activities, and much more. 

Navirum is a leading Salesforce implementation partner. We are specialists in Goldmine to Salesforce migrations. Together with our clients, we can unify your data, people, applications, and processes by creating a Salesforce roadmap and training plan for your team with 24/7 support. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team. 

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4 Tips for Migrating from Redtail to Salesforce

As financial services companies look to migrate to Salesforce from Redtail, adopting the right approach is critical to the project’s success. Many Retail to Salesforce migrations fail due to a lack of planning and technical understanding of both systems. To ensure a seamless transition, here are a few key points you’ll want to consider   

1) Define your business goals

Whether you’re in wealth management, insurance, private equity & venture capital, or banking, it is essential to identify your specific objectives and outcomes for the project with quantifiable targets. For example, create a better client experience or improve cross-selling and upselling. With the end goal in sight, focus on configuring and customizing the parts of Salesforce that will help you achieve those business goals.

2) Design the solution

The optimal solution is about leveraging the highest ROI activities to generate the most effective outcomes. With a robust foundation, it’s time to implement the necessary solutions to attain your desired business goals. These include illustrating your critical processes and data models, connecting relevant financial data (i.e.: eMoney, MoneyGuidePro, Schwab, Pershing, Fidelity), creating a post-go-live strategy, and other related tasks. 

3) Define your technical requirements

We encourage our clients to focus on the value Salesforce can bring and minimize the functionality and data to be migrated from Redtail. Create a target data model in Salesforce and map your Retails objects, fields, and processes to Salesforce before any customization. This will save you time and create a better solution for your users.

4) Get help from a certified Salesforce partner

With many steps and moving parts involved in the Salesforce migration process, sometimes having the proper training and consulting from a Salesforce financial specialist can ensure the best configuration (without future hiccups). When you’re able to maximize Salesforce’s capabilities like the Financial Services Cloud, Sales & Service Cloud, and Marketing Cloud, you can give your customers a truly transformational experience – allowing you to streamline business management processes, closely track compliance and financial legalities, provide security & regulatory best practices, eliminate paper processes & redundant activities, and much more. 

Salesforce is the world’s leading CRM platform that allows you to automate and streamline any business process, with some of the best IT security and infrastructure in the world. Not only is it easy to configure, but it seamlessly integrates into your business’s existing infrastructure – offering 3 automatic upgrades each year.

At Navirum, we can help you do just that. Together, we can unify your data, people, applications, and processes by creating a Salesforce roadmap and training plan for your team with 24/7 support. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team with the form below

Get in touch with us today to learn more about how we can help you take your business to the next level!

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Kristina4 Tips for Migrating from Redtail to Salesforce

5 Reasons Why Financial Service Companies Need Salesforce Consulting

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Since the company was founded in 1999, Salesforce has become one of the world’s biggest B2B companies. Boasting a roster of high-profile clients like BestBuy and Adidas, it’s clear that any business can benefit from using the tool.

Salesforce is a powerful CRM tool that can be highly beneficial for financial service companies. However, to get the most out of Salesforce, it’s crucial to partner with a Salesforce consultant who understands your company’s unique needs and can help you maximize the tool’s potential. Here are five reasons why financial service companies need Salesforce consulting: 

1) Customize Salesforce to Match Your Specific Needs 

Salesforce is an excellent tool for improving your customer relationships and ensuring that your sales process runs smoothly. Unfortunately, that doesn’t mean you can just start using Salesforce without any direction or customization and expect the tool to do wonders for your brand.

Tailoring Salesforce to your company lets you create things like custom templates, specialized processes, and personalized applications that are tailored for the needs of both customers and employees.

For example, suppose a financial service provider wants their clients’ data organized in different ways than it currently is. They can customize certain features within Salesforce based on what makes sense according to how complex or simple each client situation might be – ensuring better customer experience while also streamlining internal workflows! Working with a consultant helps you get the direction and guidance you need to use Salesforce effectively for your business.

2) Ensure Data Accuracy and Completeness 

Some of Salesforce’s most helpful features are its analysis and data insights capabilities. The platform lets you track and monitor many significant CRM metrics that give you a better understanding of your customers and your business. 

Salesforce is an incredibly powerful CRM tool. But that also means using it can get complicated at times. Data entry is no exception. Unless you are a seasoned data analyst, it is easy to make an error when entering information. If your data is inaccurate or improperly placed, Salesforce won’t be able to process your statistics correctly and give you precise reports when you need them.

The data you enter into Salesforce is crucial for accurate reporting. Working with a professional consultant will ensure that all of the information in your company’s records can be properly processed by the tool’s algorithm, which means better metrics and less time wasted on meaningless tasks like paperwork compliance or struggling through old reports yourself!

3) Develop Efficient Workflows and Processes 

Another one of Salesforce’s highly convenient features is the tool’s ability to manage and automate your business’ CRM processes. It lets you set parameters and criteria to execute remarkably precise automated workflows exactly when you need them without any manual input or maintenance. Over time, implementing the correct processes will save you significant time and money, not to mention freeing you from having to do all those tedious tasks yourself!

As with most of Salesforce’s tools, the complexity and customization potential of workflows can leave many business owners lost and confused. This often leads to automated processes failing, not working as they were designed to, and even automating the wrong workflows at the wrong time. All of these can have a severely negative impact on your business and cause you to spend hours trying to fix and maintain your automated processes.

Working with a Salesforce consultant will ensure that the workflows you create on the platform are accurate and function as intended. With properly designed and programmed processes, you can save hundreds of hours of work while still having peace of mind knowing that your workflows are running properly. 

4) Gain Insights Into Customer Behavior 

Every business owner wishes that they could read their customers’ minds. While there aren’t any tools on the market that can give you psychic abilities, Salesforce’s customer analytics software comes pretty close! 

The tool’s industry-leading software lets you get exceptional sales and marketing analytics without the need for assistance from the IT department. From tracking where your leads are coming from to monitoring which ads are having the most success, Salesforce lets you track all of that.

A recent study by Harvard Business School professor, Michael Luca, found that companies who used Salesforce to track customer behavior saw a 5-10% increase in sales. The study also found that those companies who used Salesforce to track customer interactions were more likely to retain customers and receive word-of-mouth referrals. Using Salesforce is a valuable way to gain insights into customer behavior – provided you’ve set the tool up correctly.

Having an experienced Salesforce consultant on your team to walk you through the platform setup is invaluable. Not only will they help you guarantee that you’re tracking the correct customer analytics, but they might also open your eyes to additional opportunities on the platform that you might have overlooked otherwise!

5) Optimize Platform Performance and Productivity

The last (but certainly not least) reason to work with a Salesforce consultant is the opportunities you’ll have to optimize your platform. The Salesforce platform has over 1.5 million users. With so many businesses using the platform, optimizing Salesforce for your business is crucial to differentiate yourself from competitors. 

While it’s possible to use Salesforce without optimizing it for your business, the result will likely be slow and inefficient. Supercharging your business performance with Salesforce requires making the platform your own. This is where a Salesforce consultant comes in. From making your workflows faster to eliminating unnecessary features, a Salesforce consultant will help you engineer the platform to be your ideal CRM tool!

If you’re a financial services company looking for ways to improve your sales process and increase productivity, Salesforce consulting is the answer. Our team of experts will work with you to customize Salesforce to match your specific needs, ensure data accuracy and completeness, develop efficient workflows and processes, gain insights into customer behavior, and optimize platform performance and productivity – all with the goal of helping you boost your bottom line.

Get in touch with us today to learn more about how we can help you take your business to the next level!

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Kristina5 Reasons Why Financial Service Companies Need Salesforce Consulting

Ep 1: Finsights with Jamie Meldrum

In this week’s podcast, we interview Jamie Meldrum, President of Meldrum Horne, an employee benefits, insurance, and financial planning firm based in Ottawa, Canada. In this wide-ranging discussion, we cover the origins of Meldrum Horne, Jamie’s decision to transition to Salesforce before the pandemic, and his views on the future of the benefits and financial planning industry.

To find out more about how Navirum can you implement or maintain Salesforce, contact Kristina Mustapic, our Marketing Manager at [email protected]

About Meldrum Horne

At Meldrum Horne, we are here to help you attract and retain the best people. Comprehensive employee benefits, group retirement programs, and individual financial planning for your employees give you a competitive edge in the relentless fight for talent. We also protect and prepare your business for the unexpected with strategies that involve buy-sell insurance and key man (person) insurance. Locally owned and based in Ottawa, Canada, we service the needs of national and international companies with teams ranging from five people to well over 5000. Our independence allows us to be nimble, innovative, and responsive. Each of our clients receives timely, customer service that suits their unique needs.

DISCLAIMER: The views in this recording are personal views and should not be considered as any type of financial advice.

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navirum_adminEp 1: Finsights with Jamie Meldrum

Salesforce on Demand

What is Salesforce On-Demand?
If you need access to Salesforce administration and support services on a partial or full-time basis, Navirum On-Demand could be for you. Hiring a qualified Salesforce Administrator on a full-time basis is expensive. With Navirum On-Demand you get all of the benefits of a Salesforce Admin on a budget that works for you

What Does The Service Include?

  • Salesforce administration services: Our team of Salesforce consultants is available to customize your Salesforce org, from creating new fields and objects to adding new users, our team of experts is here to help.
  • Salesforce training: We offer a range of Salesforce training across multiple clouds and are available to deliver custom training to our Clients
  • Technical support: If you having technical issues with Salesforce, one of our Salesforce engineers will diagnose the problem and recommend a solution
  • Financial services expertise: The support needs of financial services clients are different from other industries. At Navirum we deliver support services through the lens of banking regulations and privacy constraints, while at the same time advising and guiding clients with support solutions that are in line with peers in their industry.

What Are Benefits?

  • Flexible rates: Starting at two hours per month, Clients can access Navirum On-Demand on a rolling basis with no minimum contract length.
  • Access to a certified Salesforce expert: All of our support staff are fully Salesforce certified and continue to upgrade their skills as part of their personal development
  • Focus on the customer and their unique needs: Our goal at Navirum is to get to know each business and its unique needs and provide support services that are specific to that company
  • Access to your own Navirum portal:  We give each of our customers access to their own support portal to raise and manage tickets
  • Multiple contact channels: As well as access to your own portal, clients can raise tickets via phone, email, and SMS.
  • For more details, please contact us
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navirum_adminSalesforce on Demand