Salesforce is the world’s leading CRM (Customer Relationship Management) platform and the gold-standard for sales enablement. The introduction of Agentforce AI (Artificial Intelligence) capabilities takes the possibilities to a whole new level. For small businesses it is important to understand that unlocking these capabilities will take some time and effort. But NovoCircle can help you get there.
NovoCircle helps you advance smoothly through your Salesforce Implementation for small business, one step at a time, making sure you maximize the immediate value of your existing tools, people, and processes, and prepare your team to progress to the next level.
The four stages are: Manual Tasks, Supported by a Tool, Rules Based Automation, and Intelligent Automation (with AI).
Manual Tasks: This is where every small business starts. Everything is done by people, spreadsheets, and email. Work is slow, inconsistent, and hard to track.
Supported by a Tool: The first step to automation is getting your core IT (Information Technology) tools in place. Salesforce Starter Suite provides a solid data foundation, a user-friendly web interface, and configurable capabilities to support core business processes of Sales, Marketing, Service, and internal task management. Once you have the tool, you need to set it up, load your data, configure roles and processes, and train your team. NovoCircle can walk you through this process so you can keep focus on your products, services, and customers. We can also help you build a set of dashboards to monitor your business operations.
Rules Based Automation: As you start using Salesforce to support your business operations, you will quickly realize that your team members are performing repetitive tasks. You may also find that some processes, such as quoting, are not supported by the Starter Suite. This is your indication that it is time to graduate to the Salesforce Pro Suite, adding support for proposals and quoting, along with rules-based business process automation with Flows. NovoCircle can help you analyze your business processes and identify where manual activities can be automated.
Intelligent Automation (with AI): Once your organization begins to scale with the core Salesforce platform supported by rules-based automations and workflows, you will reach the point where you can start leveraging more advanced capabilities within Salesforce, such as Agentforce (AI engagement), Tableau (enterprise dashboarding), integration with other tools using MuleSoft, and collaboration with Slack. When you reach this point, NovoCircle will connect you with our Enterprise Salesforce Deployment partners.
Are you ready to get started on your Salesforce Implementation for Small Business? Contact us today for a discovery call.