Salesforce Blog & Technical Advice - FMT Consultants Inc.
Everything You Need to Know About Salesforce Multi-Factor Authentication
If you’re a Salesforce user, you may have received an email from Salesforce saying they will require you to enable multi-factor authentication (MFA) by February of 2022. And . . . we think that's a good idea! As phishing attacks increase and the global threat landscape continues to change, why wouldn’t you want to implement stronger security measures? Here are answers to some questions you may have about Salesforce multi-factor authentication. What is multi-factor authentication? Instead of just a username and password, multi-factor authentication requires two or more pieces of evidence (factors). One factor is something you know, like your username and password. The other factors are verification methods that you have – like an app on your phone or a USB key provided to you. Interested in learning more about MFA and Cloud Security? View this post. Why should you want multi-factor authentication? Usernames and passwords are no longer […]
How to Empower Your Chief Procurement Officer
2020 has been a year like no other in recent history, and the US manufacturing industry has felt the impact. Declines in production, forced shutdowns and inconsistent value chain behavior during the ‘peak’ of the pandemic will likely drive industry behavior for years to come. In what could become a permanent change for the industry, most manufacturing leaders are reevaluating the role of their workforce. One way to enhance digital capabilities in the workforce is to develop an ecosystem comprised of today’s top manufacturing talent (like your Chief Procurement Officer, or CPO) built on the back of a world-class Customer Relationship Management system. Data-Driven Decisions There are a few common themes we are seeing more and more in the manufacturing world nowadays. The need for agility and accuracy in data management, customer centricity and the ability to make data-driven decisions seems to have taken over and remodeled company cultures. Furthermore, […]
The Importance of Data in Manufacturing
In a world where data consolidation and analysis are becoming ever more vital to business, it can be difficult to know how to best set up your organization’s data strategy to meet future demands. Furthermore, in the business of manufacturing, where there are so many proverbial moving parts and areas to focus on, it can be challenging to note the advantages and cost savings associated with a coherent data strategy when compared to other areas of the organization (i.e. sales, operations, research and development, procurement, quality assurance, etc.). However, having access to well-defined and accurate data can lead to insights and cost savings that propel a manufacturer to the next level of their business as well as outperform competitors, for several simple and powerful reasons cited by Kevin Snook, author of Make It Right: 5 Steps to Align Your Manufacturing Business from the Frontline to the Bottom Line. If you […]
1 Key Salesforce Security Best Practice
We've seen many assume their Salesforce orgs are secure enough: why should they care about FMT's recommended key Salesforce security best practice? Consider that phishing attacks are increasing and 2020 stood out. 88% of organizations around the world experienced spear phishing attempts. Remote workers are being targeted more than before. And in a successful attack, nearly 60% of organizations lose data, nearly 50% are infected with ransomware, and nearly 35% of organizations experienced financial losses. Those are scary statistics. How can we keep our Salesforce data secure? Let's say you implemented Salesforce a while ago and everything is working well. It's flexible enough so that you can easily change a picklist value or add a little automation. But you probably haven't thought about security since you implemented Salesforce. In my experience, most implementations configure data access (which users can see or edit which records and which fields). But very little […]
Leveraging AI with Salesforce Einstein Chatbots
Are you ready for an Artificial Intelligence Chatbot? In 2018 Gartner predicted that Chatbots will power 85% of all customer service interactions by 2020. It’s 2020 now and they were probably overstating the rapidity of AI Chatbot adoption. But they weren’t that far off the mark. Chatbot technology has made rapid advances and our understanding of what makes a good Chatbot has also grown. Now that our know-how and the technology are ripe – should your company start implementing AI Chatbots? We’ll look at Salesforce Einstein Chatbots to see if we can answer that question. What is a Chatbot? A Chatbot is an application that simulates human conversation via text message. It allows your customer to talk to a computer that then directs the customer to the resources that they request. Chatbots allow you to add an additional channel of communication to your sales and support strategies. You may have […]
Salesforce Releases New Manufacturing Cloud
For manufacturers, with all the moving parts of the business it's crucial to have visibility across the organization. This isn’t always easy. With all the software solutions used to run the business today, it’s even harder. But Salesforce has not only heard the need, they’re addressing it. In the last month, Salesforce.com has enhanced it’s functionality and focus for Manufacturing Customers. They’re calling it, wait for it, Manufacturing Cloud. And we’re pretty excited about it! With 20+ years of manufacturing experience implementing and optimizing ERP’s and CRM’s, like Salesforce.com, we understand the pains manufacturers work through on a daily basis. Manufacturing Cloud will make it easier than ever to cure those pains and bring key functions of the business together to accelerate business and profitability. Why Manufacturing Cloud? Some key functions within Manufacturing Cloud from Salesforce.com are: Sales Agreements/Forecasting Contract Management Price Management […]
Best Practices for Collecting Leads at Events and Nurturing Them
When your organization attends multiple events per year, capturing leads and entering them into your CRM can be time-consuming and inefficient. Sometimes, it takes weeks for your leads to receive follow-ups and nurturing emails from you. Here comes Pardot, a powerful marketing automation software that integrates with Salesforce. Pardot offers capabilities such as forms and engagement program to help your organization to collect leads and nurture them efficiently and effectively. We came up with a scenario where an organization can best utilize Pardot. Pardot helps Higher Ed reduce administrative work and expedite prospect follow-ups An Oregon university focuses a lot of their recruitment efforts at college recruitment fairs. Their process was simple. Representatives will hand a pen and piece of paper to interested applicants for their contact information. The admissions counselors would receive a stack of paper with the applicants' information for follow-up. While each student eventually received an […]
Lightning is Coming This October – What Does This Mean?
You have probably received emails from Salesforce telling you that in October with the Winter 2020 release, Lightning will be turned on. What does this mean for your organization? We answered some of the most frequently asked questions for you and also discuss how Lightning’s features can help your organization become more productive. Question #1. I’ve seen them, but what does that mean? Right now, if you are in Salesforce “classic,” you would have to click ‘Setup’ and flip a few switches to turn on Lightning. Keep in mind, those switches are going to be set to “On” this coming October. Question #2. How does that impact me? Well, it means that users who have the permissions to use Lightning will be able to switch back and forth between the two user interfaces. Question #3. So that doesn’t mean everyone will automatically be in Lightning and we won’t have Classic […]
What Is a Sales Funnel (and How Is It Changing)?
The sales funnel metaphor is somewhat misleading; in real life, the process never goes as smoothly as liquid down a funnel. In the last decade, digital marketing, artificial intelligence (AI), and CRM have drastically changed the process of converting new leads into customers. Given this, it’s increasingly important that business-to-business (B2B) sales and marketing teams are aligned in their views on a sales funnel strategy and lead generation as a whole. This article answers some common questions, including: How is the sales funnel defined? Why is the sales funnel still relevant? How do you align sales and marketing in sales funnel stages? How is the sales funnel changing? How do you manage and optimize the sales funnel? How do you balance human skills with data insights throughout the sales funnel? A simple definition of a traditional sales funnel A sales funnel represents the ideal path companies hope buyers take to […]
Marketing Trends for B2B Marketers
Today’s B2B marketer has a plethora of marketing tools to leverage, and nowhere is data and technology more prevalent than in B2B marketing. Let’s go through four B2B marketing trends poised to have the greatest impact through the remainder of the year and on. An Omnichannel Experience We’ve heard multi-channel marketing thrown around for the past couple of years. Organizations transitioning from the multi-channel framework to an omnichannel strategy is a trend worth mentioning. With an omnichannel marketing approach look to see established marketing teams have success across digital environments extended reach regardless of channel or device. The days of siloed digital engagement and activities are gone, and companies are understanding the importance of creating a unified and consistent brand image no matter which channel they are using to engage their audience. Below we created a quick snapshot of what we’re talking about which includes only a handle of […]
4 Key Features of Saleforce Lightning
It has been a few years since Salesforce launched Lightning Experience. Lightning is Salesforce’s latest component-based framework developed for users with less programming experience. It is designed to maximize sales rep. productivity, complete with analytics and in-line intelligence that will drive sales precision. Since the launch, Salesforce has been encouraging its customers to migrate from Salesforce Classic to Lightning. Why should you move to Lightning? There are two main reasons why you should consider migrating from Salesforce Classic to Lightning: 1) All users will eventually be transitioned over and 2) Lightning has significantly more power. To expand on point #1, Salesforce recently released this statement: “Starting in October 2019 with the Winter ’20 release, Salesforce will turn on Lightning Experience for all organizations on a rolling basis. When it’s turned on, standard profile users and custom profile users with the Lightning Experience User permission enabled will see the ‘Switch […]