Considerations for Merging Salesforce Orgs

Several pieces of a large puzzle strewn out over a wooden table

Companies that consist of multiple divisions and business units often need to consider whether it is more efficient to merge multiple Salesforce orgs into one, or whether to continue operating on independent platforms.

The decision is one of weighing tradeoffs, rather than a simple straightforward move to move from managing (and paying for) many items instead of one.

From a license cost perspective, the savings from merging multiple orgs is likely small. Perhaps the combined license count of the merger will move your company into a new volume price break.

They key question is whether merging orgs will reduce the complexity to manage the combined platform when compared to maintaining separate orgs.

Fill out the form below to read the complete article.

Establishing a 360 View of the Customer

Miniature globe sitting on a desk

A common question in modern digital business development is how much data is necessary to understand the desires of any given client. You should strive for a 360° view of your customers, but what data does that entail? The answer to this question is layered and may vary depending on your business, but one point is clear: any modern digital consumer interaction is another data point to record. Any sales, login attempts, support chats, et cetera can easily be logged within modern CRM systems, like Salesforce, if implemented property.

Data and data collection processes need to be properly set up so your business can engage with it and in turn the customers behind it. All customer facing teams should be enabled to capture, analyze, and respond to the data they collect. Proper Salesforce implementation and diligence in data collection can easily facilitate this process, providing your company’s representatives with dashboards and thorough historical records of customer interactions.

If there is ever communication between the customer and a representative, the representative should have immediate and comprehensive insight into what the customer wants, as well as a historical context to rationalize different decisions. Having this data means providing better, faster, and more accurate customer service.

Beyond just providing a higher level of service, 360° data about your customer can help you customize marketing outreach. Utilize tools like Marketing Cloud to send personalized emails and SMS based on the data collected, including product suggestions tailored to the customer’s search and shopping history.

If you need to ensure you have a system in place to organize and collect the data you need for a 360° view of your customers, contact Rosetree Solutions. We specialize in Salesforce implementations and custom development to meet unique business processes, and we can help you create exactly the customer overview and dashboards your sales and customer service representatives need using Salesforce services like Sales Cloud, Service Cloud, and Marketing Cloud.

The Value of Custom Software

iMac computer on a modern desk

Unlike what you might see in a sci-fi novel, you probably won’t create an artificial intelligence (AI) program that automates every aspect of your business, at least, not any time soon. 

“Big picture” automation and software are destined to fail out of the box, primarily due to vague goals and an inherent misunderstanding of what these sorts of systems can accomplish.

Instead of digging for these life-changing “moonshots”, look towards what aspects of your business process already feel robotic.  Any sort of redundant task may serve to be the perfect place to look towards automation, especially if there are set steps in the task or involvement of large amounts of data.

In these areas, software and artificial intelligence solutions have a real capacity to improve business performance.  By removing the friction created by manual data sorting and organization, there is an opportunity for extreme performance increases in these day to day tasks.  Even if the process is not fully automated, a streamlined process pipeline can make human decisions much easier to make, while simultaneously reducing the propensity for error.

Custom solutions developed by Rosetree Solutions have sped up some of these time-intensive business processes up to 600%, across multiple industries.  By investigating the crux of where error or poor time utilization occurs in a particular problem, Rosetree has been able to craft uniquely tailored solutions that save massive amounts of time and effort.

Successful software solutions are not achieved by attempting to encompass the whole business with a single solution, but instead by focusing on expediting the efficiency of a specific set of tasks for a specific set of users.  This may just have a bigger effect on business performance than you think.

Preventing Bad Data

Laptop keyboard with a miniature traffic cone placed on the enter key reading Caution

Having bad data is a bad problem.

In modern business discussions, the value of data-driven business decisions and marketing is oft repeated.  Rightfully so, as the trends and other analytics that can be derived from data pools provide immense value in being able to forecast outcomes and retool strategy.

These benefits, however, require an extremely consistent quality of data inputted.  Inputting data sloppily, incomplete, or with bias prevents the algorithms that learn from it and the programs that utilize from doing their job properly.  Inconsistencies and errors can lead to incorrect trend forecasting and data that adopts the same biases as you, inhibiting a clear picture from forming.

So how can this be solved?

While maybe the immediate answer is better review of one’s own work, there are data based solutions that can prevent bad data from happening, like the tools available within the Salesforce platform.  When thinking about the optimal user experience for data entry, proper customization can allow administrators to only show data fields that the users need, as well as make fields required to create that new record.  Data validation rules can ensure data is inputted in the proper format, and dashboards can provide instant updates without the need to look back at previous reports with outdated information.

Custom page layouts and user experience applications developed for the Salesforce platform can provide up to a 75% increase in data integrity.  Leveraging both the cloud functions of Salesforce and the customizability Skuid offers as a UI/UX layer, Rosetree Solutions can craft a system that helps make sure your data is always up to date, inputted properly, and presented with visualizations that make sense for your business and your users.