Tag Archive for: NPWR

Marketing Automation to Maximize Salesforce

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Salesforce is an incredible tool to maximize your sales pipeline. You can streamline and track your sales process with lead and opportunity stages; organize page layouts to give you the most relevant information first; set up alerts to notify your team of new leads and deals; access to unlimited reporting; and you can automate certain tasks and forecast with predictive intelligence. No doubt, Salesforce is a powerful tool. 

But what are you doing to fill your sales pipeline? How do you ensure that you always have leads ready to pursue? That is where marketing comes in; Sales is the back half of your pipeline. Let’s talk about the front half, marketing, and more specifically, marketing automation.

Marketing automation explained 

Imagine having a sales rep that works 24 hours, that can respond to thousands of emails right away without fail. Who consistently hands out relevant information to potential new leads, and every morning has a list of the top leads for your team to start working. Impossible, right? Too good to be true? With marketing automation, it’s all doable, and it’s the process of using technology to streamline and improve marketing activities.

Marketing automation systems, such as Pardot, Marketing Cloud, HubSpot, or Marketo, power automated and targeted messaging to your leads or potential customers based on their digital engagement with your company. These systems leverage information from digital ads, referring websites, social media platforms, lead forms, and website viewing history.

Marketing automation is able to segment these leads into categories you set up for targeted marketing. You can even set up scoring models based on this information, so you and your sales team are focused on the leads with the highest potential for conversion. This information can be automatically updated into Salesforce, so your sales team is able to consistently focus on the best prospects for conversion. 

As an example, let’s say you run an ad on LinkedIn which will link to a landing page on your website conveying relevant information from the ad. The landing page should have two to three paragraphs, a nice image, and a simple form for the lead to fill out with some basic information, often in exchange for an offer or access to value-add content. 

When the form is submitted, an email automatically is sent with the offer or content. You can then add this person to one or more lists segmented by geography, product interest, job title, etc. The marketing automation system can then begin sending more targeted email sequences to nurture the lead toward conversion.

The marketing automation system can then track the lead’s digital engagement with your company and rank them on likelihood of conversion, established on a lead scoring model based on your business. And all of this information can be synced to your Salesforce CRM system so your sales and marketing teams can have access to the same information about a prospective customer.  

By making use of marketing automation processes, the following benefits occur:

  • There is more time to focus on marketing strategies.
  • You will be able to obtain a full understanding of potential customers.
  • Marketing campaigns can be expanded.
  • Follow-ups with customers can be personalized.
  • Leads will be prioritized.
  • You can boost your marketing ROI.
  • Improve your ability to predict potential investments.

Conclusion

Salesforce is changing the way companies operate, so that clients can get the most out of their data. By making use of marketing automation, it provides an efficient and effective path to improving sales performance, and allowing your team to get the most out of its investment in Salesforce CRM. Commercient SYNC can help their mutual customers with marketing automation by sending important ERP data to Salesforce. NPWR and Commercient can lead you on the right path to assist in your Marketing Automation needs from any location in the world. Please feel free to contact us.

Is Your Business Prepared For Salesforces Multi-Factor Authentication?

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As we all know, technology is constant and continues to evolve. Businesses need to continue to evolve and protect their systems from cyber-attacks, especially if their employees work remotely. If their systems are not protected from attacks, confidential information about their customers and business will be exploited, which can lead to serious implications. In order to prevent this from happening, Salesforce has provided an extra layer such as Multi-Factor Authentication (MFA) to protect all customers from any technological threat. That is why the NPWR Group (“NPWR”) has decided to team up with Commercient to help their mutual customers in safeguarding their information on Salesforce, by providing the right tools and required knowledge for customers to have a seamless integration experience.

NPWR is a boutique, registered-Salesforce implementation partner. Driven by their passion for service and business transformation, they leverage the ever-expanding Salesforce customer success platform to improve the lives of their clients. Providing a full life-cycle of services, NPWR has completed projects across the entire Salesforce platform for customers in a broad range of industries. These include professional services, technology, retail, consumer goods, healthcare/life sciences, manufacturing, construction, professional services, general business, and non-profit. 

The NPWR team has deep experience with clients’ purchasing and leveraging technology to drive business optimization. Their client-side experience provides a unique perspective that contributes to successful outcomes for our clients. 

“Commercient has provided a reliable and effective solution for our clients with ERP and/or Salesforce integrations,” said Taylor Nen, Sales and Marketing Specialist at NPWR. “We have confidently referred Commercient to our clients, and they’ve delivered great results. We are working together to ensure Commercient and our clients are prepared for the new changes.”

What is MFA and How Does it Work?

MFA is an extra security layer for protection against cyber-attacks, such as account takeovers, phishing, and credential stuffing. The extra security layer involves a two-step authentication to prove you are who you are. The first step is for a client to utilize their username and password combination, and the second step is to provide a verification method that the user has in their possession, such as a security key or app. 

When Does MFA Go Into Effect, and Does Salesforce Need Their Customers to Use MFA?

By February 1, 2022, customers will be required to use MFA to log into Salesforce products through the user interface. The Salesforce Spring 2021 releases may impact an org, therefore it is advised to start implementing this change now.

With the Spring 2021 updates, when you log into Salesforce, you may see an update notice requesting you to activate MFA now. But it is advised to set your org up first in order to be ready for MFA, otherwise, users may get locked out, or they may not be able to log in to Salesforce.

Is There Anyone Not Required to Use MFA?

External users — your customer’s customer and partners — who log into e-commerce sites, help portals, Experience Cloud Sites, and more. 

Which Verification Tools can be Used for MFA?

There are a few verification tools, including:

  • Time-based one-time passcode (TOTP)
  • Salesforce Authenticator Mobile App
  • Google Authenticator or Microsoft Authenticator or Authy
  • WebAuthn
  • Security Keys that support U2F

Each time a user logs into a Salesforce product, a verification method will need to be given.

How Will This Affect Current Commercient Customers Updating Their Salesforce to MFA?

If you update your Salesforce to MFA, a ticket will need to be logged with Commercient, explaining you are upgrading to MFA because MFA may disrupt your OAuth. If your OAuth is disrupted, Commercient will have to re-do OAuth with the MFA and Commercients customers will need to supply the MFA code.

How Does Commercient Work with MFA Going Forward with New Customers?  

If you have MFA set up in your new Salesforce org, or going forward when Commercient first integrates, they will need the MFA code for the first time. Commercient will not set up cell phone numbers, as per Commercient’s company security policy, and customers will need to provide this. If you do not have it set-up, Commercient will continue working with the OAuth token for API integrations.

Conclusion 

What do you think about these FAQs? If you would like to get your Salesforce org set up for MFA now in order to avoid issues, NPWR can help! They recommend taking immediate action to avoid any potential problems. If you are struggling with your data integration, or have any questions, Commercient and NPWR are here to help. Contact us today