How to Build Leads with Salesforce

How to Build Leads with Salesforce

Salesforce is a force to reckon with when it comes to inbound lead management. However, for certain businesses, especially smaller ones, the various add-ons and options can end up being a bit too much.

Fortunately, Salesforce helps businesses overcome this hassle as well by allowing them to customize their own lead building system. This helps even smaller businesses boost their revenue and conversion rates.

Here are the best ways about how to build leads with Salesforce 

In order to create an effective lead generation system, there must be a process established. This includes building consensus on who the target customer is, when the lead needs to be followed up, how the lead needs to be followed up, when to convert a lead to an account, and what a qualified lead is.

Make sure everyone comes to an agreement regarding these topics. Not everybody will have the same views, however, a common ground must be found before establishing a lead process.

Make use of Web-to-Lead forms

Even in this day and age, there are several businesses out there that still limit their engagement to a phone number or an email address on the contact page. Sadly, a good number of these businesses are also Salesforce users.


Salesforce is high-end lead management software and if you’re a smart business, you’ll know how to leverage it. For starters, start using lead forms on your contact page. This will help you generate more queries.

The function is easy to establish and the leads are directly placed into your Salesforce organization.  You don’t have to bother with data entry or worry about risking loss.


For this to happen, just go to the Web-to-Lead option in your Salesforce interface. Now, select the entry fields you think are relevant to your business. Then, generate the HTML code for it.


The next step is to get your web designer to enhance the presentability factor. Finally, test it out with a few test leads.



There are automation features in Salesforce that allow you to process and categorize leads. This is done by creating a queue for incoming leads and then creating assignment rules that provide the queue with ownership to new leads.

Assigning or claiming leads from the queue can be done manually or you could automate the assigning of certain leads to users. This will, of course, be determined on the basis of the leads received by you.


You can also use the Web-to-Lead forms to define a lead campaign or source by placing values within the hidden fields. These values will play a key role in supporting the automated actions once the leads make it to Salesforce.

Make sure you have auto-responses prepared according to the lead’s assignment status or entered values before they get sent to the leads.


Track lead sources

Create a tracking application to know more about where a lead has originated from. This is important because you need to know which method of advertising generated the best leads.

In order to track, you will need a separate application and also, a tracking code on your website. There are existing applications that can help with this. Salesforce’s own Pardot is an example.


Set up the dashboard

The next step is to make your lead trends and totals visible with the help of a Dashboard. Dashboards make it much easier for you to spot issues, visualize data, and figure out which of your demand generation strategies are producing the highest returns.

Also, the good news is that dashboards can be downloaded for free from AppExchange.

In the Enterprise Edition, dashboards can actually be refreshed and emailed to your team. You can do this daily or weekly.

Create an email program

Apart from auto responses, do implement an email program. This will help ensure that your leads continue to grow. Of course, the kind of email program you create will depend on your sales cycle and target market. So, make sure you factor those things in.

For example, audiences that need to be told why they need your product require a well-constructed email program.
Salesforce already provides options for this.



Why Small Business should Consider Salesforce CRM

Why Small Business should Consider Salesforce CRM

There are plenty of CRM (customer relationship management) systems out there in the market and Salesforce happens to be just one among those. However, Salesforce still leads the way and that’s because it has a lot to offer.

To begin with, Salesforce isn’t a traditional CRM system. It is an online service. To be more specific, it’s a cloud-based system. All you need to do is log in through a browser and you’re in. There aren’t complex installation processes to be followed for each individual computer.

If you’ve read anything about cloud computing, you know it has its own set of very useful benefits. Salesforce offers those very same benefits, along with top notch CRM functions.

For example, you can be located in any corner of the globe and access the Salesforce CRM system. Imagine going all the way from the US to a country on the other end of the world like China, Japan or India and being able to pick up work right from where you stopped without having to physically carry it with you or depending on anyone else.


Key advantages that Salesforce offers


  • Firstly, it’s fast. When you sign up for a CRM service, your obvious expectation is to have it running right away. Well, that’s what you get with Salesforce – instant access and operation. You don’t have to wait for a whole year, which is the case with traditional CRM systems.
  • Secondly, Salesforce is easy to use, which is very important. You don’t want to spend considerable effort trying to train your teams. With Salesforce, a crash course is all you need. Your teams can figure out most of it themselves.
  • Finally, Salesforce is effective. It’s easy to use and offers plenty of customization. Needless to say, that translates to a healthy looking bottom line


When it comes to small business sales software, Salesforce is right up there.This application can provide your business with a detailed view of every customer at the click of a button. You can record every single transaction, their order status, pending invoices, purchase history, and basically everything that can help you sell again to those very same customers.

Unlike Salesforce, most CRMs offer this kind of functionality only to the big names.

Salesforce also goes beyond just providing contact details for you to work with. For example, it can qualify leads, ensuring that your strategies and efforts are directed towards only the most rewarding prospects. It can also remind you to fulfill your scheduled contact programs, automatically. So, you won’t have to constantly remind yourself about contacting certain customers or monitoring deals that are still being worked on.

Salesforce doesn’t promise to take every lead and turn it into a sale. However, as an effective CRM tool, it does provide key insights about your sales process in order for you to improve your future strategies. It helps you collect and study the data it stores. As a result, you get to continuously work on and improve your sales activities, growing their effectiveness with each new opportunity.


As a small business, your contact book is your most valuable resource. In the beginning, this contact book may be small and probably stored on a spreadsheet. But, as you grow, this contact book is bound to grow as well. Eventually, you won’t be able to maintain a simple contact book.

Salesforce eliminates that problem because it’s a scalable solution. It grows with your business. Apart from helping you store every bit of detail about every customer you’ve come across, it also helps you further your business.

Salesforce is built to help small business grow, while also accommodating their growing needs.


Salesforce – Data Archival Needs and Strategies

Salesforce – Data Archival Needs and Strategies for salesforce consultant California

Salesforce being a cloud based multi-tenant application needs to closely monitor its resource usage. Be it server processing time, transactions or data storage, all resources need to be monitored for justified usage. One of the essential   limit is data storage limit.

What happens if Data storage limit runs out?

Well, Salesforce just doesn’t immediately stop users to insert new data if data storage reaches 100%. Salesforce allows users to continue using their applications and create/ update data up to a grace limit (usually around 110%, but may vary). Once the grace limit is breached, Salesforce will not allow users to perform any create/ update operation and throw errors if users try to do so.

Benefits of Data Archival

As we have established that data archival is essential in Salesforce, let’s understand what are benefits of implementing data archival for salesforce consultant California :-

  1. Optimum data storage usage– optimum use of data storage provided by salesforce
  2. Reduced cost– as we can keep reusing data storage for more relevant data and keep non relevant data in backup locations
  3. Consistent application performance– with growing data the application can also become slow and nonresponsive. Event standard functionalities like listview, reports can start exhibiting degraded performance. With appropriate data archival processes, only relevant data will be persisted within Salesforce, hence enabling better performance of listviews, search, queries, reports
  4. Compliance– many industries are governed by various compliance rules (for e.g. Insurance, Finance etc.) and need to adhere to all the defined data retention guidelines/ policies

Planning for disaster is planning to avoid it

It is very evident that an appropriate data archival strategy needs to be designed and incorporated. Salesforce doesn’t profess any specific data archival mechanism, but recommends designing an appropriate data purge mechanism

Backup options

  1. BigObjects (Pilot):Salesforce has recently launched a new data storage mechanism called “BigObjects”. It is bulk data storage option within Database layer of salesforce. As per forums, this is an HBase data storage platform which means it’ll be able to handle huge loads of data (probably >100M records) and can be used for bulk data processing. However, at this stage there are limited details around this feature
  2. Cloud based archival platforms: with ever increasing demand for backup and archival needs, some major cloud players have provided data archival and backup platforms viz. Amazon GlacierGoogle Cloud storage(Nearline) etc.
  3. Cloud based archival services:some innovative players have started offering cloud based backup and archival services BackupiFySpanningOwnBackup Each product has myriads of features ranging from data comparison, snapshots, automatic backups, user based backups, one click restore etc.
  4. External On-Prem archival:often organizations may choose to utilize an in-house tool to manage backups and data archival (a database within local network)
  5. Scheduled backups: Now, this is included purely for informational purposes. Salesforce provides administrators ability to get backup of their Salesforce data (can choose specific salesforce objects). This can come handy for ad-hoc backup needs without using any third party tool. Once data backup processing is completed, Salesforce stores data backup files in a shared FTP location and emails FTP location to administrator
  6. Manual data backup via Salesforce: Administrators can manually download data from Salesforce using Apex dataloader or any other third-party tools
  7. Archival Custom object (least preferred):Create a custom object to store archived data. The only benefit this approach provides is ability to improve performance, as it keeps a check of data rows in the main object


In this way salesforce consultant California can monitor the benefits of data archival thoroughly. Irrespective of what approach you finalize for your organization, identifying one is very important. Not planning for data archival in a cloud based SaaS app is like waiting for the disaster to happen. The biggest problem for data archival is that it is mostly underestimated. Once, data size becomes huge, it is quite difficult to ideate and implement an appropriate data archival strategy, even further problematic to test it.


How To Empower Your Sales Team By Using Microsoft Dynamics CRM?

 Empower Your Sales Team By Using Microsoft Dynamics CRM

Cynoteck, being one of the leading CRM company, is continuously working for its clients to drive their sales productivity by using the most powerful features of Microsoft Dynamics CRM. We feel you might enjoy this likewise; so, here are some powerful ideas that will empower your sales team and maximize your revenue by making use of this software. Also, this will give your business new heights and achievements by earning more profit.

  • New & high predictive analytics capabilities helps the sales team in gaining into their business by meeting the customer needs like never before. By making use of powerful Business Intelligence of Microsoft CRM, pre-built dashboards & reports, interaction with the data becomes easy and the current strategies that are leading your profits can be seen with ease.

    Microsoft Dynamics CRM can suggest the most active customers by watching out the previous record on its own. With these features the guesswork goes out of picture.

  • The thrill of a good competition is loved by everyone, but with Microsoft Dynamics CRM, competitions based on team modules with the sales operations manager can lead the whole team to a greater sucess. By addition of this new feature, you can set goals, provides real time feedback’s & can even monitor results for ensuring the presence of everyone on the same page.

    Also, in times of emergency, when something isn’t working, all the team members will get to know at the same & the adjustments can be made accordingly. This system is good for current team members as well as for new members who join in.

  • Microsoft Dynamics CRM Mobile App has an updated version that will help the sales team stay connected with their customers at any point of time.

    Employees can quickly manage data and create new records from their mobile devices. Even one can set reminders, schedule meetings and give access to information to those with whom they need to stay connected.

  • Specially tailored sales list, prepared by the managers based on territories! This feature plays an important role for the sales person who spend their maximum time on field. This feature of the Microsoft Dynamics CRM allows members of the sales to see a segment of customers & the products that are best suited for them.

    Another option being offered by the CRM is translation by which product attributes & metadata can be translated into a number of languages.


Are You Looking Forward To Hire A CRM Consultant?

Are You Looking Forward To Hire A CRM Consultant?

Is your company planning to implement a CRM system? If yes, then there are many reasons for which you need to hire a CRM consultant. Every business has sufficient manpower for effectively handling a CRM’s day to day activity, but for a CRM implementation you should consider hiring an external consultant. If you are yet not sure why your company should have a CRM system, consider reviewing our post Why does every business need a Customer Management Software-CRM

Here are the some of the reasons to consider hiring a CRM consultant:

  • Years Of Experience : Every business does not have a personnel who is an expert in CRM. This means, there is a need to provide wings to the internal resources by hiring a consultant. An external consultant can ease out a lot of pressure from your team as he already has the expertise necessary to maximize the success of the implementation.

  • Prioritize Your Requirements: With the years of experience and dealing with many clients makes that CRM consultant understand how things are to be set in priority. Simply, this will help you out in eliminating the things that were actually never required.

  • Loss of productivity: With the implementation of  a CRM system in your company using your internal resources, maximum time is wasted on implementation rather than your resources performing their current job. This makes it totally inefficient & ineffective way of implementation. This will definitely take away the ability of an employee to perform his current job. To avoid such circumstances a CRM consultant acts as a perfect choice.

  • Plugins and Third Party Product Recommendations: 
    Instead of reinventing the wheel a CRM Consultant can give you recommendations on Plugins and Products that can enhance your CRM experience. These products include but are not limited to Email Campaigns, Marketing automation etc.

  • Training:  An external consultant with his years of experience can quickly and effectively train the end users instead of someone who is relatively new to CRM .