169 results found
- Scalefocus’ Hands-on-Experience with Scaling Activities in Salesforce
Like every other business, you would probably agree that monitoring the activities to gauge the sales and account team performance is of crucial importance. To achieve that, sales managers and leaders keep a close eye on their team’s average number of calls made, emails sent, and meetings booked, to ensure that their teams are operating at maximum efficiency. This also helps predict if they are going to reach their monthly quota. On the other hand, sales reps want to easily prioritize their daily sales activities. They feel greater motivation to increase their activity if they know what volume they need to achieve in order to reach their personal income targets. So how does a company satisfy both the needs of the manager and the team representatives? Implementing Sales Cloud, Outlook integration and Standard Einstein Activity Capture is the first step many businesses take to streamline and monitor all activities closely and accurately. There are however still limits that should be noted. As a Salesforce partner, Scalefocus would like to share its knowledge and experience with you before you consider implementation. Understanding the Limits The activities that are captured from Outlook are actually only visualized in Salesforce org, stored on Amazon web service (AWS) . This means that these activities do not "live" in the customer’s Salesforce org, but only appear in it. Since there is no "trace" of these activities, we can’t use the data in a workflow, process builder or flow as the data don’t show up. So, a one-click solution is not an option. The access to all actives captured by Einstein Activity Capture is a licensed feature. You can choose between 3 licenses: · Sales Cloud Einstein – 50$/per user/per month · Inbox – 25$/per user/per month · High Velocity Sales - 75$/per user/per month Each license option comes with benefits and improvements of the Sales Cloud and each comes with Einstein Activity Capture. Both Sales Cloud Einstein and High Velocity Sales include Inbox as a feature. Inbox as a standalone license has the lowest cost per user and the least number of functionalities. To discuss the licenses in further detail and find which one is best suited for your business goals, feel free to reach out to our Salesforce experts for a consultation. Our Approach Let’s take a recent client scenario and ask: Why did we advise our customer to go small and then grow in scale when needed? First, we carefully considered the solution and features needed. To satisfy the business logic, we only need access to the activity metric fields included in the Inbox license. Then we evaluated the considerations and limitations of each license. What they all have in common, is that if there is at least one Einstein Activity Capture user, then all Salesforce users in the company can use the activity metric fields. Knowing that, we advised our customer to purchase the Inbox license. This decision saved up to 50% of license cost. Because Salesforce is a scalable platform our customer can purchase a license upgrade anytime to answer growing functionality needs. As a trusted partner, we consult our customers on how to choose from the variety of Salesforce licenses to suit best their business needs and to improve the ROI of their CRM implementation. Reach out to our team to learn more and take the next step in scaling your business effectively. The Authors: Tanya Marinova, Senior Salesforce Consultant, Scalefocus Nikolay Bizev, Senior Technical Instructor, Scalefocus  The Problems with Einstein Activity Capture for Salesforce  Sales Cloud Einstein is a higher tier of Inbox License.
- Scalefocus Collaborates with Coupa to Drive Success in Business Spend Management
Scalefocus is excited to announce the news of our new collaboration with the world’s leading BSM (Business Spend Management) company, Coupa. Coupa empowers all businesses – from Fortune 1000 companies to the world’s fastest-growing organizations–to unify their supply chain design and planning, procurement, payments, and treasury processes in one comprehensive, cloud-based Business Spend Management platform. Coupa’s community of 2,000+ customers use the platform to maximize the value of more than $2.3T of spend to date. The Coupa platform gives businesses visibility and control over their resources through spend management solutions and has been the only company recognized twice as Gartner Peer Insights Customers’ Choice for Procure-to-Pay Suites. Why Coupa? So what makes Coupa and Scalefocus an extraordinary combination? Well, for starters both Coupa and Scalefocus share a similar innovation philosophy: delivering real value through the creation of unique, new capabilities that respond to business needs. Coupa embraces co-innovation and community, directly reaping the benefits of working together with partners as a team towards a common goal. A leader in BSM management, we believe that Coupa will further extend our capabilities to provide high value-added resolutions to our clients’ problems, making their business stand out among competitors. Procurement Made Simple By implementing Coupa’s procurement suite, manual and non-standardized processes are replaced with ease of use and scaling for growth. Businesses are able to make smart decisions based on real-time purchase requisition and order tracking, quick reporting and effective supply base management. To put things into perspective, companies are able to achieve upwards of 80% addressable spend after successful implementation. “Scalefocus is always looking for ways to expand our expertise in technologies that can bring value to our clients which we believe is the case with Coupa. We look forward to this partnership that will enable us to simplify, give full transparency and control of the procurement process for our customers.” Ivan Ivanov, CEO, Scalefocus What’s Next? Our efforts in the months ahead will be to work together with Coupa to leverage their procurement software suite, in order to provide maximum savings, optimizations and measurable business results to both our clients and partners.
- How Eastern Europe Excels in RPA Technology
The only constant in life is change. And this couldn't be truer for the IT community in Eastern Europe. Powered by a professional work ethic and the motivation to excel, the region’s IT sector is experiencing a boom of qualified specialists eager to solve the challenges of tomorrow. RPA is one of the technologies which is gaining traction in transforming businesses by automating processes and eliminating repetitive, redundant tasks to save valuable resources. So let’s see what places Eastern Europe at an advantage in advancing RPA technology, and why more companies are choosing to invest in the region. Location. Location. Location. Serving as a gateway for Asia and the Middle East, Eastern Europe exists as a melting pot of different cultures, influences, and ideas. It is known for its turbulent history and dynamic social environment. The people’s fervent hope for betterment and actionable mindset have allowed the region to overcome many business challenges and rise up strong. In the last decades, Eastern Europe transitioned from the confines of socialism towards open and accessible markets, welcoming in economic and political liberalization processes. This background knowledge is necessary for understanding the region’s present favorable economic state. Meet the Locals The region's ever-changing landscape makes most countries highly adaptable and creative in pioneering new ways to outperform the competition. Despite a declining population, and the region's workforce being tested on every industry level, other regions like South and Southeast Asia can't compare with what Eastern Europe can bring in quality and skill. Innovate, Transform, Accelerate The pandemic and its consequences are complex for everyone, and the IT industry is no exception. It received some of the milder effects during and after the Covid-19 first arrival and peak but managed to adapt as fast as few other sectors. In a matter of days, they went from office workplace to work from everywhere solutions throughout every company department. These quick decisions immediately impacted and even improved the performance, timely delivery, and overall client satisfaction for many companies. An essential part of the outcome is based on integrating Robotic Process Automation (RPA): a licensed software tool to integrate any application via user interface to automate routine, predictable tasks using structured digital data. These products save time and eliminate human employees' need to conduct time-consuming, repetitive, and tedious tasks. Robots are means to secure business continuity for companies in times of pandemic when humans are exposed to restrictions outside of their control. Using such tools in automating routine tasks increases the company's predictability, ensuring that a certain task should and will be delivered on time and within the budget. RPA solutions provide development environments which are usually codeless, drag-and-drop systems, so they are accessible enough that non-developers can build necessary processes. As an alternative method of making workflows manually, many tools also provide the ability to record actions performed by a human within a software tool that can translate into workflows within the RPA product. The virtual agents perform actions following these workflows both with and without human supervision or intervention. It is common for RPA solutions to bring key business drivers as business growth and resilience and operational efficiency to new heights. RPA allows an organization to take complete control over tasks it would have once outsourced. This is ideal for peace of mind as it ensures full oversight of how your data is used and processed. It also has the added benefits of reduced costs and scalability. The second point is particularly important as it’s what allows RPA to move from one task to the next seamlessly. Rather than having to find half a dozen different humans with overlapping skills, you can now outsource everything to one system. It also keeps your overheads lean as you can cost up your projects on an as-needed basis without having to retain staff. You can implement RPA software in any facet of an organization where manual processes are in place but are most commonly used in finance and operations, sales, and supply chain departments. The New Normal The pre-Covid stats say that 8% of the businesses have started to use automation extensively (i.e., more than 50 instances), which is double the percentage from the year before. It's 2021 now, and these solutions have become the bread and butter of many companies that seek optimization of their processes. Therefore everything that includes deploying bots into third-party applications to automate employees' tasks, both with and without human intervention, is becoming the gold standard for numerous companies. Because of its easily noticeable financial benefits (i.e., cost reductions and productivity boosts) and the more intricate, qualitative ones like employees' increased job satisfaction, robotic process automation has become the perfect illustration of disruptive technology. Last but not least, guidance from subject matter experts throughout the way increases the likelihood of profitable outcomes. So plan wisely and realistically, testing thoroughly, maintaining a good pace, involving all the right people in the project are some of the recommended ways to go with RPA. A Kind Reminder Our take-home message is that neither past failures nor the anticipation of future ones should hinder your progress towards automation gains. It is crucial to keep your feet on the ground and acknowledge that, as is usually the case with innovative technologies, implementing RPA can be rather challenging. And yet, this sounds like nothing new for Eastern Europe. Companies like Scalefocus in Bulgaria and others in the region are implementing and growing their work with this technology, reaching new client satisfaction levels and a reputation as brave innovators. We can honestly say that if the area had a motto, it would probably be "Hope for the best, prepare for the worst, and do the impossible in the meantime." So bring it on. Scalefocus can help you build, support, and expand your business as an experienced RPA partner, guiding you throughout the entire journey. Contact us to learn how.
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