Slaesforce FAQ

how to quickly scale up a salesforce

by Ms. Kimberly Hills Jr. Published 2 years ago Updated 2 years ago
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While there isn’t a secret formula to scaling any business, there are tips for streamlining the sales process and providing great customer service to encourage client retention. Two Salesforce solutions can help with growth: Salesforce Marketing and Salesforce Service. Salesforce Marketing helps supercharge the capabilities of the Salesforce CRM.

Full Answer

How do you measure Salesforce throughput?

In Salesforce, these transactions could be saves or loads of particular entities, or an interaction between a user (or an API) and Salesforce. One way to measure throughput is to count the total number of XMLHttpRequests (XHR) as Salesforce transactions for the end-to-end business use case.

What is the end-to-end scale testing lifecycle for Salesforce?

This post covered the full end-to-end scale testing lifecycle for Salesforce, from planning, to workload creation, execution, and analysis, and finally reporting. By following the framework and guidelines outlined in this post, you can identify — and then remediate — performance bottlenecks.

When do you need to perform a test analysis in Salesforce?

This analysis should be performed any time your implementation changes, either due to a change in your Salesforce organization or a change in the Salesforce release. In some instances, tests generate a high volume of transactional data that needs to be purged after every execution.

What is the success criteria of scale tests?

Consider, for example, an organization that averages 1,000 cases/hour per user normally, but during peak season is expected to average 10,000 cases/hour per user. In this case, you’ll need to test with 10X the normal throughput, and thus the success criteria of scale tests are that they be able to generate this level of throughput.

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When to scale test

Performance testing is a must for all implementations; scale testing is always a good idea, but it is essential when you are seeing or expect to see:

The scale testing lifecycle

The scale testing lifecycle has five phases focused on planning, workload creation, workload execution, workload analysis, and reporting.

1. Scale test planning

Proper planning of you scale test journey is crucial and can help you avoid ambiguous and inconsistent test results.

2. Scale workload creation

Workload creation spans the creation of synthetic data, design of test cases, and development of load scripts.

4. Scale workload analysis

Workload analysis can be carried out offline (once the tests have completed) to identify scalability issues and concurrency bottlenecks.

5. Reporting and deliverables

The reporting of scale test results will depend on stakeholder requirements. Executive stakeholders may be interested only in a high-level summary, whereas developers and analysts may want more details on throughput, response times, and other KPIs.

Conclusion

This post covered the full end-to-end scale testing lifecycle for Salesforce, from planning, to workload creation, execution, and analysis, and finally reporting. By following the framework and guidelines outlined in this post, you can identify — and then remediate — performance bottlenecks.

Opting for a reliable Salesforce consult

Salesforce is a customer relationship management software that companies can use to manage their customers and track their interactions. It’s easy to get started with Salesforce, but it can take a long time to master all of its features.

Salesforce generates more sales leads

Every firm has to be able to generate and handle fresh sales leads. Targeting your leads can help you achieve business success by increasing the profitability index. When your staff are juggling many activities, they are more likely to ignore critical information, resulting in a lost sales opportunity.

A more effective pipeline to conversion

It is important for every business to not only obtain the right sales leads, but also to guide them to full commitment. Salesforce CRM makes it simple to keep track of all the numerous possibilities.

Better team management

The Salesforce Chatter tool allows you to communicate with your team while also collecting information like clients, geographies, and other important facts. Increasing the number of people in the chatter group allows them to better organize their tasks, resulting in more leads closed and sales increased.

Greater custom engagement rate

The more customers that interact with your brand, the more successful your company will be. If you want to increase customer participation, it’s critical to consistently provide a good experience. This is made feasible via Salesforce CRM.

More satisfied clients

One of the primary aims of every business is to exceed its consumers’ expectations. Customers’ expectations are always evolving, making it more difficult to meet their requests. Customers frequently expect proactive services, trustworthy support, and a user-friendly interface that is tailored to their specific needs.

Mobile and remote friendly

Salespeople may utilize Salesforce’s mobile functionality to complete their tasks from any location and at any time. Because mobile work is in great demand these days, today’s sales people cannot stay at a desk for extended periods of time.

How Does Salesforce Work?

Salesforce is a SaaS company, which means it uses a cloud computing software distribution model to make its services available online.

Scaling Your Business with Salesforce

Salesforce can help you grow your business and keep your customers happy, thanks to the many customer engagement tools the platform provides. Here’s how the platform can help you scale your business.

Wrapping Up

Salesforce has come a long way to become one of the best customer relationship management platforms and CRM solutions on the market today. Offering a myriad of products and with virtually every feature you’ll ever need to scale up your business, Salesforce is undeniably the one-stop shop for companies looking to scale up their operations.

1. Personalize every greeting

You train customer service agents to be friendly, greet customers by name, and often recognize their status or tier of service. Your AI interface can do the same things within your chatbot. Program chatbots to pull in values like “First Name” for customers who are already logged in to ensure chatbots greet them in a natural way.

2. Move from static to conversational

Most customers don’t want to fill out a form online and then wait 24 hours to get a response. An AI customer service chatbot that dynamically asks different questions based on customer inputs is more engaging. It also helps resolve the customer’s concern faster.

3. Create interactive FAQs

Instead of prompting customers to visit your FAQ page, have chatbots bring the answers to your customers. Load your top-level FAQ questions — including any follow-up questions and their corresponding answers — into your AI interface.

4. Deploy chatbots to additional channels

You’ve likely enabled service across a few digital channels — like mobile messaging, web chat, and social — so your customers can reach out the way they prefer. But the average customer now uses eight different channels to communicate with companies.

5. Engage customers with rich text and content

Basic text is good for answering simple questions, but rich text — including boldface, italics, fonts, font sizes, and font colors — delivers the wow factor. Imagine being able to insert images or even interactive menus into a chat conversation.

6. Embed process automation in chatbots

Empower customers to help themselves with guided, step-by-step directions right within the chat. Ask your team which tasks would be easy for customers to complete on their own — these are the ones your agents could execute with their eyes closed (like replacing a lost credit card).

1. Personalise every greeting

You train customer service agents to be friendly, greet customers by name, and recognise their status or tier of service. Your AI interface can do the same things within your chatbot. Program chatbots to pull in values like “First Name” for customers who are already logged in, to ensure chatbots greet them in a natural way.

2. Move from static to conversational

Most customers don’t want to fill out a form online and then wait 24 hours to get a response. An AI customer service chatbot that dynamically asks different questions based on customer inputs is more engaging. It also helps resolve the customer’s concern faster.

3. Create interactive FAQs

Instead of prompting customers to visit your FAQ page, have chatbots bring the answers to your customers. Load your top-level FAQ questions — including any follow-up questions and their corresponding answers — into your AI interface.

4. Deploy chatbots to additional channels

You’ve likely enabled service across a few digital channels — like mobile messaging, web chat, and social — so your customers can reach out in the way they prefer. But the average customer now uses nine different channels to communicate with companies.

5. Engage customers with rich text and content

Basic text is good for answering simple questions, but rich text — including boldface, italics, fonts, font sizes, and font colors — delivers the wow factor. Imagine being able to insert images or even interactive menus into a chat conversation.

6. Embed process automation in chatbots

Empower customers to help themselves with guided, step-by-step directions right there in the chat. Ask your team which tasks would be easy for customers to complete on their own. These are the ones your agents could execute with their eyes closed (like replacing a lost credit card).

Growing at Scale

The past decade has witnessed a plethora of technological innovations that have changed the way we do business. Apparently, it’s not only about growth but also about how a company scales its growth.

Cutting Down on Costs for Incremental Sales

Before jumping onto choosing which aspect of your business model to scale, it is important to chart out the aspects of your business that can be duplicated rapidly and cost-effectively. For instance, software development companies have highly scalable models.

Scaling Culture to Enhance Growth

The culture that your company creates is another essential aspect of scaling for growth. Employees play a vital role in building a company. As the saying goes, “A company will only be as good as its people.” When running recruitments to hire new employees, it’s a good practice to run an extra character-screening process to pick the right employee.

Combining Product Management with Product Delivery

By amalgamating product management and product delivery, companies can shift their focus towards building revenue, as well as, keeping their operation customer experience-centric, all at the same time. This strategy can help businesses offer more scalable services offerings but a more scalable end product.

In Conclusion

Ignoring the power of scalability and shunning it out of the process will only put a limit on your organization’s future growth. Scaling for growth is what your company should aim for. If you want to increase your company’s revenue tenfold, you need to restructure a few things and redefine the plan for scalability.

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