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Salesforce implementation checklist

Before you implement a new CRM solution, especially one as robust as Salesforce, it’s important to create an action plan. When creating an implementation plan, you’ll need to consider everything from your strategy all the way to who in your business will be best to help test your new CRM. Remember, the hard work isn’t over after purchasing a Salesforce solution – you have weeks and perhaps even months of setup work ahead. 

 

The importance of properly implementing Salesforce

Implementing Salesforce is more complex than simply moving your data from one platform to another. There’s a lot of focus around clean data and customising elements to ensure you are getting the most out of your new CRM.

 

A successful implementation focuses on being agile, communicative, and methodical. Below are some helpful tips we’d like to leave you with to ensure your Salesforce implementation is a success.

 

1. Define your goals for Salesforce

Many companies implementing CRM systems get sidetracked with the multitude of capabilities of the sales software that they overwhelm their IT and sales staff and end up with disappointing initial results.

 

If you’re ready to make the switch to Salesforce, it’s important to plan ahead. Have clear goals in mind for how you want the software to improve your business model. Do you want to increase sales by a certain percentage? Are you hoping for a measurable improvement in your customer support results?

 

Before defining your goals it’s important to first understand why you’re choosing Salesforce. Below are some questions to ask when planning a Salesforce implementation:

 

  • What do you want to accomplish through Salesforce?
  • Are you struggling to keep up with leads?
  • What problems will you solve with Salesforce?
  • Are you struggling with information organisation?
  • Do you want to improve your CRM?
  • Are you looking to automate everyday tasks?
  • How can Salesforce help you with your issues?

Throughout your planning make sure your goals are SMART – Specific, Measurable, Achievable, Realistic, and Time-Bound. They should be quantifiable too. 

 

2. Set measurable metrics for your goals 

After you’ve set up your implementation, do you know how you’ll effectively monitor whether it’s working the way it’s supposed to? This is when performance metrics come into play.


Your performance metrics should reflect your above Salesforce implementation goals. Here’s an overly simplified example: if your goal is to increase your client retention rate by 5% by Q3.

Then your base performance metric would be customer retention rate.

 

Examples of other realistic KPIs or SMART goals may be:

 

  • By Q2 increase user adoption by 60%
  • Have a 10% faster inquiry response time by Q3
  • By Q3 have 15% increase in client retention rate
  • Improve total revenue by 2% by Q3

3. Choose your implementation team

A Salesforce implementation team is a group of people within your business who help carry out the vision of your CRM. They’ll help you build the CRM architecture, guid the process and help you test your new CRM in a controlled setting. Your implementation team is important for a smooth transition as it gives every department a chance to provide their feedback on the roll-out. Look through the members of your organisation to select decision-makers. Bear in mind that every member of your company may need to use Salesforce in a different way and for a different purpose.

 

When creating your implementation team these are the key people that you should include:

 

Executive sponsor: A senior level leader who will be responsible for overseeing the decisions and success of your Salesforce project.

 

Project manager: This person will oversee your implementation strategy. They’ll perform status updates and keep team members accountable.


*Some organisations choose to hire an external CRM consultant who is experienced in addressing specific business needs and challenges.

 

System administrator: Someone who knows the ins and outs of Salesforce and oversees the technical setup of your implementation. 

 

Pilot user: Your test user or group from different departments – who will provide feedback on your newly implemented Salesforce before it’s launched across your entire organisation. 

 

4. Determine who your Salesforce implementation is for 

Your administrator will need to create user profiles and user roles based on who’s going to use Salesforce. The admin needs to have a full grasp on exactly how you envision each team member is going to use the platform.

 

Granting user permissions using roles 

As we said earlier, Salesforce is a robust platform and as your business grows your CRM needs will grow too. As we know you’ll implement Salesforce for more than one department and as the number of your users increase in your account, you might want to limit your users access based on their role. In your portal, user roles can be used to control what data a specific user can view, edit, and share based on their permissions. As a result, your admin will need to understand how you organise your teams. 

 

Your admin will need to ask the following questions when determining who the end user you’re implementing Salesforce for will be:

 

  • What do your various departments need to see?
  • What restrictions do you need to put on specific departments and users?
  • Should certain users have editing privileges or only have viewing privileges?
  • What is your businesses hierarchical structure?
  • Do different business units need to collaborate on tasks?
  • If you run a global organisation, do your teams need to collaborate?

5. Educate your team

Whatever you do, don’t cut corners on training. There’s a steep adoption curve for Salesforce, and if your employees don’t have enough training or resources, you’ll likely see low Salesforce adoption rates within your organisation. Don’t underestimate the need for communication and education throughout the process.

 

You’ve invested in Salesforce which is a complex tool. If you want to get the most from that investment it’s crucial to either educate your team before and during the implementation of your project. If your team has to ask what is Salesforce? It may be beneficial to consider hiring a specialist for expert support. 

 

6. Clean up and organise your data 

To get your new Salesforce CRM up and running, you’ll need to move any data you want to have access to into the new system. The purpose of organising your data before starting the implementation process is to make importing data later on much smoother. Without sufficient or quality data, your team won’t be able to identify flaws and therefore resolve them.

 

It’s important to only import clean data into your new Salesforce portal. “Bad data” is any inaccurate data you have in your CRM that is a result of errors or data decay. Comb through your data to make sure it’s organised in a way that makes sense. Here are a few things you could do to ensure that your data is structured:

 

  • Is our available data sufficient for our goals?
  • Are there any errors or integrity issues with our current data sources?
  • Do we need to collect additional data for analysis?
  • What data must we prioritise? 
  • What information can we ignore or is irrelevant to our goals?

Thinking about all these questions may seem like a long process. Inspecting the implementation timeline, let’s see how long it should be.

 

7. Establish a timeline for your project 

After deciding how you’re going to approach your implementation and define your requirements, you can start building your project timeline. This is where an implementation specialist like Tetrad can help.

 

Your organisation might be running several projects simultaneously. To avoid overlap of your Salesforce implementation with other projects, make sure you schedule, communicate and maintain a timeline.

 

Every organisation has different needs but as a rule of thumb, a standard Salesforce implementation timeline can take about 1 to 2 months. If you have a lot of advanced customizations to set up like custom processes and integrations, your implementation process could take 3 months or longer. 

 

Once you’ve finalised a timeline for implementation, mark down short and long term milestones like your database switch date and project completion date, etc.

 

Need help with your Salesforce implementation?

Official Salesforce implementation partners aren’t just experts when it comes to Salesforce; we each have their own industry expertise that will influence what we offer different organisations. Look for a partner who has experience providing Salesforce implementation services for organisations of your size and within your industry.

 

Our Salesforce specialists blend industry best practices with your business needs to ensure you’re implementing Salesforce successfully. Our highly trained experts are standing by, ready to unleash the power of Salesforce and take your business to the next level of success! Get in touch. 

 

I heart Slack

All you need is lo… Slack 🎶

Imagine this. You received a new lead from a lead generation campaign you have been running. You are notified about them on a Slack channel. The lead filled out a form on your website in exchange for a consultation. The form automatically created a new lead in Salesforce and sent the details directly to you on Slack. You think your colleague is best suited to handle this one so you assign the lead to them, without leaving Slack. The next day you receive a request to join a meeting with this lead, in Slack. Your response is also handled in Slack. The prospective client has requested a unique payment plan for your product. Salesforce sends a notification to your Slack for approval. You are out for lunch but approve the request from the Slack app on your phone. Slack is the one app to rule them all!

 

 

Slack on different devices

 

Salesforce acquired Slack in 2021, paving the way to a near-native integration between the two powerful business tools. It allows users to get notifications about changes in their Salesforce records, ensuring teams can collaborate on the latest updates. Users can interact with Salesforce objects directly from the app. Search Products, Accounts, Opportunities and more and send them directly to colleagues or make changes without leaving Slack. With the modern hybrid working environment here to stay, organisations need a unified online ‘office space’.

 

 

Slack salesforce integration graphic

 

We all know teamwork makes the dream work. The modern-day ‘Digital HQ’ is no different. The App Directory features over 2,400 integrations. Tools you already use across departments can integrate with Slack. From marketing to engineering tools, it’s all there. There are no limits on how you can use integrations. Don’t see an integration for your tools? Need more power? Salesforce Partners, like Tetrad Group, can help. 

 

Salesforce boasts a host of developer tools to connect, simplify and automate all aspects of your workspace. Need to launch your state-of-the-art deep space explorer? Slack can do that. Space rocket not included of course.



Tetrad salesforce devops banner

Salesforce DevOps (a.k.a. Voodoo Magic)

Salesforce products are extremely powerful. Customers’ needs sometimes expand beyond what is offered by Salesforce out of the box. After all, every Salesforce customer is unique. Salesforce Partners around the world assist with custom integrations and functionality of existing Salesforce platforms. A whole new set of challenges arise from these development projects. How do you ensure that all developers are working on the current codebase version? How do you deploy changes without incurring downtime for the client? How do you make sure your code is ready for deployment? We’re glad you asked. Salesforce DevOps is the answer to all these questions.

 

The term ‘DevOps’ has been around for a while and has become a buzzword in recent times. DevOps is defined as “ …the combination of cultural philosophies, practices, and tools that increases an organisation’s ability to deliver applications and services at high velocity…”.


Source

DevOps feedback diagram

The DevOps model fills the gap between, normally siloed, operations and development teams. A DevOps team now automates some post-development and deployment tasks that were traditionally labour intensive and slow. Code deployment, testing, QA and even infrastructure provisioning are now all automated, allowing developers to deploy more reliable products faster. 

 

Let’s pop the hood and see how DevOps teams achieve what some might call voodoo magic. The first challenge is codebase version control. How do you ensure all developers are using the correct version and are not overwriting each other’s code? A third-party service, GitHub, gives organisations an overview of what changes have been made to the codebase, by whom and why. GitHub solves another problem, deployment. Using GitHub Actions, developers can easily integrate a CI/CD pipeline into their workflow.

Continuous Integration (CI) helps development teams integrate code into a greater ecosystem. During this process, quality assurance and testing are automated. Once these checks have been successfully passed, the code is merged with the main codebase.

 

Related post: What is Salesforce? 

Salesforce Continuous Integration (CI) diagram

Continuous Deployment (CD) ensures code is deployed to production as soon as the CI pipeline is completed. Development teams will make more frequent smaller changes instead of one big deployment, thus reducing possible downtime for the end user. It also makes it easier to identify bugs should they sneak into production (yikes!).

 

Salesforce customers have been reaching for third-party providers to fulfil their DevOps requirements. But not anymore! The long-awaited Salesforce DevOps Centre is now available in open beta. Say goodbye to change sets. Salesforce DevOps allows Developers and Low-Coders alike to implement changes in methodical pipelines. Initially, Salesforce DevOps Center will only support GitHub as a source control system and will not support rollback or backups. Having this infrastructure in place paves the way for partner organisations to develop awesome new DevOps tools.  

 

Curious about DevOps for your Salesforce or other development environments?

Tetrad IT can help. Drop us a line.

Header Image

Beautiful E-Commerce Websites with Salesforce

salesforce commerce cloud graphic

Salesforce Commerce Cloud (SFCC) offers best-in-class order and product management. Customers love its seamless integration with CRM, Service- and Marketing Cloud, enabling retailers to provide efficient after-sales service and build intricate customer journeys. Salesforce has truly created a one-stop shop for online retailers, evident in that some of the world’s largest retailers use Salesforce Commerce Cloud. Cotton On, Toys ‘R’ Us and Puma, amongst many more, power their online store with Salesforce Commerce Cloud.

 

Salesforce allows retailers to get started on their online journey fast through an easy-to-use page builder with pre-built templates. What if retailers want to create unique experiences, you ask? Enter headless commerce! Let’s explain. ‘Headless’ refers to a product that does not include a frontend component. The ‘head’ is the website or mobile app that customers interact with. In other words, headless commerce takes care of all the background work, such as order management, checkout and general content management. Designers and developers have the creative freedom to create the customer’s experience using tools and frameworks of their choice.

 

Related post: What is Salesforce?

Headless commerce provides Salesforce customers flexibility whilst still harnessing the power of the Salesforce ecosystem. Retailers can keep their order data in one place regardless of how the customer made their purchases. Purchases through the web, mobile app or at point of sale are all handled in one place, making oversight a breeze. Customers are building stunningly fast e-commerce sites using a modern development framework like React.js or Svelte, but you can use anything. This means that you can integrate Salesforce Commerce Cloud anywhere. Gamify your purchase experience with an in-browser game, sell products in the metaverse or create a custom app that allows airline passengers to purchase amenities from their in-flight entertainment system. The sky is the limit! See what we did there…

mobile salesforce store

Ok, now onto the technical bit. We’ll keep it simple, promise. Salesforce provides developers with a Progressive Web App (PWA) kit. This SDK allows developers to get started quickly through built-in tools and utilities. It even includes a bare-bones storefront. Developers use familiar RESTful APIs to interact with Salesforce Commerce Cloud. Need more flexibility? You can now perform server-side modifications using hooks. Hooks enable retailers to modify background processes to suit their needs. Now that is power!

 

Salesforce Commerce Cloud is the gold standard amongst e-commerce providers. Combine Salesforce Commerce Cloud with Einstein AI, CRM, Service- and Marketing Clouds to give your business an edge over the competition. 

 

Want to know more? Get in touch with Tetrad IT to find out how we can take your online store to the next level with Salesforce.  

 

What is Salesforce

What is Salesforce

Every year companies of all sizes are discovering the benefits of using customer relationship management (CRM) software to maintain long-lasting relationships with its customers. With the huge shift to remote work, many companies need to use cloud-based software over on-premise software. 

 
Every business that believes in keeping its customers happy should use ‌a powerful CRM system. To be successful, you need an efficient way of gathering your leads so you can convert them into sales and, ultimately, loyal customers. We’ve conducted research and analysis on the various CRM software available, and here are some reasons ‌‌Salesforce is the best CRM software in the market.

What is Salesforce used for? 

Salesforce is one of the most famous cloud-based CRM tools for support, sales, and marketing teams worldwide. Salesforce works under a Software-as-a-Service (SaaS) licensing and distribution model. This means they deliver their software application over the Internet. Users will typically access their applications on a subscription basis, making SaaS ideal for business software such as email, instant messaging and CRM.

 

A CRM platform like Salesforce allows businesses like yours to engage their customers with relevant digital marketing, sell smarter and grow faster from anywhere in the world. 

 

Businesses around the world use Salesforce to dig deeper into their metrics and data, set up dashboards that showcase their data visually, and have personalised outreach with automation. Another significant use of Salesforce is that as a CRM platform, it can also improve your business’s customer service’s ability to help your customers or sales team’s outreach efforts. 

 

Below we’ve highlighted some of Salesforce’s cloud services:

Salesforce cloud services

Sales Cloud

One of the most important & valuable products Salesforce has on offer. This tool allows your sales team to follow all your customers during the sales process from one place. It gives you an overview of each customer, so your team can focus on growing your business and less time on administration.

 

Marketing Cloud

Marketing Cloud helps you speak to your customers in the right way, in the right place, at the right time. With this tool, you can run campaigns, messages, and social media, manage emails, content management, and data analytics with the help of a tracking system. Manage campaigns quickly, collaborate with your team via mobile apps and ‌keep your customers engaged – from anywhere in the world. For more information, read our Whitepaper On Salesforce & E-commerce Marketing.

 

Analytics Cloud

Find answers, decide, and take action even quicker with Salesforce’s Tableau CRM. Create visually appealing dashboards and gain an in-depth understanding of your business data. Find data-driven insights and take action right within Salesforce. 

 

Internet of Things (IoT) Cloud 

The Salesforce IoT Cloud is a platform that stores and processes IoT data. It uses the Thunder engine for scalable, real-time event processing. Lighting collects components and powers their applications. Salesforce IoT Cloud gathers data from devices, websites, applications, customers, and partners to trigger actions for real-time responses. Salesforce entered this space because of the need to remain competitive in the coming era. Analytics are enhanced by the IoT cloud as it adds to its reach and depth.

 

Salesforce App Cloud

Salesforce App Cloud are a collection of development tools. The App Cloud allow developers to quickly create applications that will run on the Salesforce platform. Develop custom apps with this service that run on the Salesforce platform.

 

Salesforce Service Cloud

Salesforce Service Cloud is a CRM platform for customer service and support. This is a service platform for your organisation’s support team. It provides features like case tracking and social networking plug-in.

Why use Salesforce CRM?

Salesforce will be at the top of many best app lists—for CRMs, marketing automation, sales analytics, and more. And there are reasons for that. It comes with all that and progressive features designed to help you sell more, develop and track pipelines, and forecast future sales. All while delivering the best customer service possible. 

 

Sounds like a dream, but why should you choose Salesforce? After using the tool across many projects, we’re going to help you determine why Salesforce is right for your business.

 

Salesforce offers a large suite of customer service solutions. It also helps in the management of your customer relationships by keeping your customer data, contact data, and marketing data in one place. Salesforce customers can seamlessly integrate the platform with other systems.

 

Salesforce’s digital experience enables you to create a one-of-a-kind solution tailored to your individual company requirements. It offers a pay-as-you-go model, making it an excellent option and appealing option for many enterprises. With Salesforce’s increased focus on the customer, it’s more important than ever to nurture and expand your customer relationships, and Salesforce makes it a lot easier.

 

Salesforce’s CRM and reporting are better than some of its competitors. Massive corporations prefer Salesforce because of its more advanced reporting capabilities. Salesforce dashboards show your pipeline and estimate potential revenue. You can even get a look at precisely how many sales are in your pipeline, their estimated value, and the value of the sales that ultimately didn’t turn into a customer. 

 

When analysing current leads, you can set the expected end date, the stage of their, their history, the value that you plan on closing on, and the chances of closing.

 

With a well-trained sales team, Salesforce’s lead scoring tools (which look at different customer fit criteria to assess a lead’s quality) are fairly accurate when estimating the probability of conversion. 

 

Salesforce also has an edge for advanced features and customisation. Salesforce is a winner for tailoring your experience. Not only can you add specific new features with standalone apps, allowing you to combine your additional tools, but you also have custom coding access to customise basically anything you want. This can have a tremendous impact when you’re trying to work with a tool on a large scale.

Benefits of Salesforce 

Better time management 

Create the experience employees need to sell faster and get more done with our Lightning platform. Proven in driving efficiency and growth. This suite of market-leading products both increases revenues and decreases costs.

 

Ultimate accessibility

Salesforce is committed to providing on-demand enterprise applications accessible to all individuals, including users working with assistive devices, such as speech recognition software and screen readers.

 

Increased revenue 

Help employees move faster and are more productive with the Salesforce1 Mobile App. Close deals, service customers, track marketing, and even collaborate and share files on any device — all from a single, integrated mobile app.

 

Greater customer satisfaction

One of the best customer service solutions is Salesforce Desk. Desk.com is an out-of-the-box customer service app that works together with other Salesforce solutions to provide a 360-degree view of each of your customers. Increase the number of issues you resolve at the first contact with customer service in real-time from one system. 

 

Simple account planning 

Sales Account Planning is one of the most critical sales tasks that is mostly executed outside of CRM. The difficulty increases because there are a lot of third-party integrations. To optimise this, your sales team must be empowered with key account management software to execute account planning inside the CRM.

 

Trusted reporting

CRM reporting make it possible for business visionaries and other decision-makers to quickly and easily access the data they need, exactly when they need it. Salesforce has redefined what CRM means for enterprises and in doing so, has also redefined what it means to provide better CRM reporting services. Salesforce CRM reporting tools offer whole and effective reporting solutions out of the box. Combine these features with the most reliable customer tracking available in the CRM industry, and you have a CRM report solution that will always give you the data you need, no matter where or when you might need it.

Salesforce FAQs

What is Salesforce in simple terms?

Salesforce is a popular CRM tool for support, sales, and marketing teams worldwide. Salesforce services allow businesses to use cloud technology to better connect with partners, customers, and potential customers.

 

Why is Salesforce so popular?

One reason ‌Salesforce is so popular is that they packed it full of features like no other CRM software. These features include contact management, workflow creation, task management, opportunity tracking, collaboration tools, customer engagement tools, analytics and an intuitive, mobile-ready dashboard giving Salesforce an edge over its competition. 

 

How do I learn about Salesforce?

Tetrad IT offers a full, consulting-led suite of services related to Salesforce. These include business consulting on customer experience strategy, roadmaps, cloud strategy, implementation services, technology advisory services, managed services, platform optimisation, and support.

 

We have over 13 years of CRM, CX, data quality, master data, and integration experience across platforms in companies ranging from SMEs to large enterprise organisations in several African countries.

 

Our excellently trained experts are standing by, ready to unlock the power of Salesforce and take your business to the next level of success! If you have questions about our products, implementation, or integration, get in touch. 

sage int

A guide to Sage Intacct

Running a successful business usually means that you are focused on looking after your customers, growing sales and improving profitability. It also means that you are on top of your finances with up-to-date, accurate information, so that you can make well-informed decisions, improve profits and manage your cash flow.

As your business grows, one of the key questions you will ask yourself is: How can I prioritise my time? And rightly so.

 

If your organisation has outgrown solutions like QuickBooks and Xero, or you want to replace your legacy solutions, then you may be ready to explore new options. This practical guide will give a brief introduction to Sage Intacct, the benefits for medium-sized businesses and advice on choosing a cloud service provider.

What is Sage Intacct?

In 2017, Sage announced its acquisition of Intacct as the cornerstone of its ongoing transformation into a robust SaaS company. Today, Sage Intacct continues to be the leading provider of cloud financial management software for small and medium-sized businesses.

As a best-in-class system, Sage Intacct was designed with solutions that deliver deep accounting capabilities across multiple industries and with the single aim to accelerate your success.

The Sage Intacct system includes:

  • Accounting
  • Cash management
  • Purchasing
  • Financial consolidation
  • Revenue recognition
  • Subscription billing
  • Project accounting
  • Fund accounting
  • Inventory management
  • Financial reporting applications

and more—all delivered through the cloud.

With over 13 years of implementing and supporting Sage products, we will help you leverage the full power of Sage Intacct. Book a demo.

Why you should use Sage Intacct

Sage Intacct is the only accounting and financial management software recommended by AICPA (the Association of International Certified Professional Accountants), the global voice of the accounting and finance profession. This recognition is based on its customisable functions, all-in-one reporting, collaborative tools, on top of easy usability and flexibility.

 

Push your business to its full potential by optimising your accounting solution and integrations through automating your processes. You’ll be able to run your day-to-day business better and have the flexibility to make confident long-term decisions.

Scalability to grow with you

Financial management software should make your life easier, it should not cause frustrations. For growing companies, most software lacks the advanced technologies needed to scale up.

 

There are multiple platforms designed specifically for small businesses. As your organisation grows, your needs are going to change with it. As you launch new services or enter new markets, your customers are going to want more from you, which means more from your software.

Sage Intacct automates the complete array of accounting processes—from basic to complex—so you can improve your productivity, provide compliance, and grow without excessive hiring. This is the only mid-market cloud financial management solution with robust and easy to use reporting. Enjoy having one place to go for a birds-eye view of your real-time business performance.

Aren’t all cloud solutions the same?

In a word – no. A true cloud solution should offer several key elements – multi-tenancy, flexible infrastructure, high configurability, self-service expansion, and integration APIs.

 

With organisations focused on getting leaner, especially when it comes to their software investments, the cloud offers the ability to stay competitive while cutting costs. Unlike other cloud and on-premise options, SaaS solutions like Sage Intacct don’t require users to pay for their own resources and staff in order to use the service, which lowers the total cost of ownership. In the long run, this saves money and time for your organisation, as there is no work on your part required for implementation, upgrades, or any on-going maintenance.

Our success is tied to your success

Sage ​​wants to move beyond aspiration and build collaborations in which they become invested in their client’s long-term success.

 

To say today’s startup lives or dies by the customer experience it delivers is an understatement. Customer centricity is not a marketing message or a sales buzzword for Sage. It’s their business model. As a cloud vendor, they know that their customers have a choice, and they must earn their loyalty every day.

Sage Intact features

Create visibility around what matters to you

From seeing exactly what you need with custom lists to importing data from integrated services, the Sage Intacct platform provides tools to gather and display the unique data that drives your business. Unlike systems that require coded scripts, Sage Intacct customisations are easily configured by your accounting team.

Customise daily workflows

Create workflows and schedule client data collection, scale onboarding, anticipate bottlenecks, and standardise common processes. Sage Intacct’s custom transaction workflows handle this without the help of IT.

Extend functionality to match specific company needs

Successful businesses create increasing demands on finance and accounting teams. With Sage Intacct, you’re always ready to grow, thanks to advanced functionality. With Sage Intacct’s additional modules, you have access to flexible and advanced functionality to automate and streamline key finance and accounting processes. You can do this with custom applications built using Sage Intacct Platform Services.

Adapt processes for growth

Sage Intacct is built to grow alongside you. Customisations and applications can be added to meet the needs of your growing company and evolving financial processes. 

Connect with outside services for a complete solution

Most Sage Intacct customers have two or more integrations with other services. Open APIs (Application Programming Interfaces) and SDKs (Software Developer Kits) make integrations easy. Developers or business analysts can push data to Sage Intacct and even initiate integration actions from dashboards and application pages – including Salesforce.

Don’t babysit your customisations

Unlike other vendors, customisations or integrations you build on Sage Intacct – from custom applications to integrations – continue to work through every update. If Sage ever hits a point where security dictates that they change a process, they identify issues and alert you, then help resolve those issues. This is Sage intacct’s guarantee.

Related Post: Sage Intacct vs Sage 300

Why move to cloud accounting software?

Cloud software can save your business time and money

Accounting software for small and medium sized businesses that’s not available on the cloud can be tedious. It requires a lot of manual data entry and can take up too much of your time and effort. This doesn’t add value to your business, and takes you away from important decisions.

 

One of the main reasons that make cloud technology highly popular amongst CPA firms is its budget-friendliness. Depending on their business needs, they can choose the cloud specifications and pay for it accordingly. Since the IT infrastructure is managed and maintained at the service provider’s end, there is no need to hire IT support professionals in-house in most of the cases.

Ongoing maintenance costs required for an on-premises solution are prohibitive

Technical errors and system malfunction can lead to unpredictable downtime during work hours. The worst part about facing downtime at work is that it can affect your productivity streak and cause your team and you to lose motivation. Ultimately, longer downtime can result in business discontinuity, which simply means loss of money in a number of ways.

 

Reputable cloud providers offer system availability of 99% or higher and 24×7 support which means you can access and analyse your financial and customer data at virtually any time, and get support when you need it.

On-premise solutions in the age of remote work, don’t work

The reality of life is that in today’s environment people are mobile – working outside of their usual office hours and away from their office locations – on mobiles, tablets or other devices. CPAs and accounting firms do the hard work of managing their client’s accounting data. They are not limited to work just in the office.

 

Time is more valuable now than ever before, and you have to invest your time wisely while working for your clients. One common challenge that accountants face is the inability to access accounting software or its data remotely.

In most of the cases, the accounting software like QuickBooks, Sage, etc. are hosted on the local office computers. To access them, CPAs need to be present in the office. Otherwise, they can’t work on urgent tasks that may come up in time other than the working hours.

Running your business accounts online has many advantages.

  • Data about your sales or income and purchases can flow straight from your bank to your books so you don’t spend hours transcribing.
  • You can see your current financial position at any time.
  • Multi-user access makes it easy to collaborate online with your team and advisors.
  • It’s online software so there’s nothing to install or update, and all your data is backed up automatically.
  • You can set up a dashboard showing important financial information like who owes you money, what bills are due, and how your cash flow is looking.

Running your business accounts online has many advantages.

  • Data about your sales or income and purchases can flow straight from your bank to your books so you don’t spend hours transcribing.
  • You can see your current financial position at any time.
  • Multi-user access makes it easy to collaborate online with your team and advisors.
  • It’s online software so there’s nothing to install or update, and all your data is backed up automatically.
  • You can set up a dashboard showing important financial information like who owes you money, what bills are due, and how your cash flow is looking.

Sage Intacct Training

Tetrad’s Sage Intacct training services are here to support you, every step of the way. When you choose to implement a cloud based account software that’s second-to-none it’s important to know how to use it. Our team at Tetrad can guide you through Sage Intacct training and their native programs to help you reach your most important goals, faster. Ensure your team gets the most out of Sage Intacct by giving them the proper onboarding.

 

Acquire new skills at your own pace with Sage Intacct on-demand training courses designed to fit your schedule. Our Sage Intacct experts are ready to lead you through engaging and interactive learning sessions, including hands-on exercises in a virtual setting. With guidance from the instructor and opportunities to collaborate with your peers, you can quickly put your knowledge into action.

We’re a certified implementation specialist who can support you with your Sage Intacct Implementation. Our mission is to help you gain unprecedented control over your business by leveraging award-winning, cloud-based business solutions.

Conclusion

As detailed above, cloud technology like Sage Intacct is highly advantageous for CPAs and accounting firms in several different ways. Remote data accessibility, maximum uptime, and lower operational expenses are something every accountant wants to work with. Therefore making the right choice of a cloud hosting provider can play a vital role in taking your accounting business to the next level.

 

As a premier Sage Intacct partner, Tetrad IT provides high-level service and support to help businesses implement ERP systems. If you’re interested in learning more about Sage Intacct and cloud accounting, please contact us at (+27) 83 646 6322.

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Tetrad Announces Acquisition of Marketing Firm Laboratory Live

 

Tetrad CEO, Vusi Mthethwa, has announced Tetrad’s strategic growth plans along with these, the acquisition of South African brand strategy and marketing firm, Laboratory Live.

 

The move marks the first step in Tetrad’s aggressive stance on growth in 2022 and beyond as Tetrad expands its service offering, grows its headcount and enhances its value proposition for the African market. 

 

 

Poised for Growth

 

 

The strategic decision to acquire a marketing firm aligns well with the need to offer a holistic suite of services to customers both in Africa and globally. 

 

Tetrad now offers its customers not only licensing, technical development and consulting but also industry leading marketing insights which are very powerful when integrated with market leading marketing automation and e-commerce tools like Salesforce Commerce Cloud, Marketing Cloud and Pardot. 

 

Laboratory Live is a brand strategy firm with specialisation in audio video production. Over the past years, the team has conceptualised and executed various campaigns in the consumer electronics, fintech, technology and cosmetic sectors.


With the acquisition, Tetrad has launched its new marketing & creative arm “The Laboratory by Tetrad” and offers strategic marketing and branding services offered hand-in-hand with Salesforce marketing tools. 

 

 

Vusi Mthetwa, Tetrad founder and CEO, summarizes the strategic acquisition as follows:

 

‘Strategic partnerships have always been key when it comes to achieving our exponential growth plans. Marketing is a natural and complementary fit to our current salesforce business.’

 

 

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Sage Intacct vs Sage 300

When it comes to investing in a new accounting software, buyers have a research puzzle on their hands. There are plenty of options to consider, and even after a ‘basic needs’ analysis, the selection process is complicated and time-consuming. Tighter margins, stronger competition, and increasingly stringent regulatory policies are some of the major challenges that have built up to a situation where any forward-thinking CFO would see the need to evolve.

 

Sage Intacct and Sage 300 offer a wide range of core financial features such as general ledger, sales and order management, accounts payable and receivable, purchasing, reporting, and more. Both integrate well with other applications and offer customization capabilities to help processes and reports meet industry- or application-specific needs. To help you decide which solution is right for your business, let’s take a deeper look at both.

Deciding if cloud is right for your finance organisation 

While your next financial solution could be a cloud solution, it doesn’t have to be. Today’s CFOs are part of a C-Suite force leading the digital transformation in their organisations. Our Sage consultant Lusanda Mlilo explains how CFOs that adopt new technologies will navigate uncertain times more easily – “the move into mobile work environments has been accelerated – albeit forcibly and somewhat haphazardly. Being in the cloud allows for such mobility, which increases the flexibility and adaptability of businesses. The cloud, therefore, enables businesses to be resilient, an essential characteristic in times of uncertainty. So as we collectively exhale, why not take an (unpanicked) moment to plan your migration to the cloud in order to futureproof your business?”. 

 

It’s crucial that the modern CFO is versatile – merging a rare combination of accounting, analytics, business, and strategic-thinking skills into one package. This is the right time to make the move into the era of CFO 3.0 with Sage Intacct as the cloud offers compelling and unmatched advantages for deploying business software, particularly financial applications. Instead of continuing to invest in outdated, on-premise systems, leading digital transformation businesses have turned their focus to SaaS and cloud-enabled software.

 

So, to determine if the cloud is right for your finance organisation ask yourself these six questions:

1. Does my team need to work outside the office?

Something that’s more important than ever is “anytime, anywhere” accessibility. By moving to the cloud your finance team can work from anywhere in the world with a secure Web browser and internet connection. You don’t need extra security hardware or software, or a VPN connection.

2. Does my business need to accelerate financial processes—without increasing headcount or IT budget?

Cloud systems drive higher ROI through time savings and process efficiencies. Being Web-based, live, and real-time cloud systems greatly accelerate crucial financial processes like collections, consolidations, and period closes.

3. Does my financial system need to integrate with Salesforce.com or other applications?

Extensibility is standard when it comes to the cloud. APIs and Web services provide a pre-built framework for cloud systems to integrate, so your company can use the best applications for each functional area of the business. That means no more costly custom programming and maintenance from expensive IT resources.

4. Do my managers want or need self-service access to their relevant KPIs?

Real-time visibility is a standard of today’s cloud systems. You can control access to traditional finance department users and other stakeholders across the business. Many financial services firms that are adopting cloud financials use real-time dashboards for their management team, so everyone can see the key performance indicators that apply to their department.

5. Does my organisation struggle with inefficient processes?

Moving to the cloud can help you gain company-wide operational efficiency as it enables companies to avoid the risk of “management by spreadsheet” and avoid the limitations of single-user systems that confine information to silos.

6. Do we need to compete with bigger businesses—on a smaller budget?

Having a cloud-based financial system offers you a far higher level of performance, reliability, and security than you may be able to afford on your own. Your vendor amortises costs over thousands of customers, so they can maintain world-class infrastructure and provide you with year-round operations, continuous backups, disaster recovery, and security.

Related Post: A guide to Sage Intacct

Considerations when selecting a cloud accounting solution

Before we get stuck into Sage Intacct and Sage 300 let’s look at the considerations when it’s time to evaluate vendors for your financial system.

1. Gather requirements

Work out your needs. Get input from key users in related departments. Do you need to integrate with CRM systems? Talk to sales. Do you need to deploy new purchase requisition processes? Talk to accounts payable.

2. Identify your top priorities and challenges

Determine which functionality and requirements are “musts” and rank them so that you can select the system which best fits your finance team’s unique needs.

3. Create an RFP 

Once you have your requirements established, it’s time to list your needs, expectations, and parameters on a Request for Proposal (RFP) form that you can send to a shortlist of vendors. Using the same format for all vendors will make the comparison of solutions easier.

4. Research your options 

Start online. Develop a shortlist, sift through competing offerings, and comb through independent research and reviews. You can consult social networks like LinkedIn and Twitter to connect with people that are already using products that may help you with your day-to-day.

5. Book a demo from your shortlist 

You’ve identified your business objectives and project requirements, planned your project budget, established a case for it, outlined your product specifications, written your RFP, and evaluated your proposals. Now, it’s time for the last piece in the procurement puzzle: selecting your vendor. Book a demo with vendors on your shortlist and take each software for a test drive.

Sage Intacct at a glance

Sage Intacct is the number one cloud-based financial management platform for customer satisfaction as rated by G2. It helps your business increase operational efficiency and gain valuable real-time insight into your finances. 

 

Sage Intacct gives you complete control over your data to analyse it more closely and work with it in ways that suit your every need. You can tag transactions and operational data with dimensions, so you can quickly view your data from any angle while adding business-specific context to your data.

 

Sage Intacct is a cloud solution with features focused around:

  • Core accounting capabilities

  • Streamlining financial management

  • Versatile reporting

Tetrad’s Marco Moreira shares his thoughts on Sage Intacct and it’s place in today’s shifting world – “There is a definite shift happening within the market at the moment. With the affordability of the internet to people in general, internet has become a tool which is more widely used and being adopted by many more people in South Africa.

 

Look at how businesses have been affected with covid. Everything moved online, no need to meet in person, travel to another province to have a face to face meeting… All done over the internet.

 

With the adoption of banking into a “cloud” environment, we are now able to have our data sitting in the “cloud” accessible from any device from anywhere in the world. No more worrying about Servers, Backups, SQL licences, etc… It’s all taken care of by the provider, Sage Intacct.”

 

With over 13 years of implementing and supporting Sage products, we will help you leverage the full power of Sage Intacct. Book a Demo today.

Sage 300 at a glance 

Imagine a world where your business can process orders, fulfil orders on time, make and accept payments, reconcile your books across multiple companies and currencies, pay employees, and manage projects, all with one trusted solution. Sage 300, formerly Accpac, is an enterprise resource planning solution that does it all. 

 

Sage 300 helps small and medium-sized companies manage their entire business across geographies without the cost or complexity of traditional enterprise resource planning (ERP) software. It automates workflow processes for your enterprise through on-premise or online deployment. 

 

Sage 300 is typically an “on-premise” solution with features more focused around:

  • Enterprise resource planning (ERP)

  • Multi-currency and multilingual functionality

  • Operations and process management

Deployment of Sage Intacct vs Sage 300

Sage 300 is a desktop application with cloud functionality. Known formerly as Sage ERP Accpac and Sage 300c, Sage 300 offers finance, operation, inventory, and sales modules to help businesses streamline process management.

 

Despite the name, Sage 300 is considered an “on-premise” solution because it is installed as a desktop app. Once installed, users can connect to the software anywhere, from any device. Remember that legacy products like Sage 300 begin to age the second they’re installed. Without regular maintenance and upgrades, the risk associated with performance and reliability grows.

 

Unlike Sage 300 and other legacy Sage solutions, Sage Intacct was born during the Internet Age. Using a software-as-a-service (SaaS) model, Sage Intacct handles all of its computing in the cloud, eliminating the burden and expense for users to maintain hardware and software. Sage Intacct provides unparalleled flexibility and scalability as cloud accounting software, and it is ideal for global multi-entity and project-based organisations. The cloud provides your team with secure access anytime, anywhere, with flexible, customisable reporting to fit your needs.

Price differences between Sage Intacct and Sage 300

The monthly cost per user significantly differs between Sage Intacct and Sage 30, with Sage Intacct being much higher. However, keep in mind that the difference in cost results from various factors, and the initial price is not the final cost that your business would have to pay.

 

Sage 300 users need to buy a separate support package that is not included in the software subscription. In addition to cloud hosting fees and hardware maintenance, the cost can add up quickly. Alternatively, Sage Intacct comes at a high-cost upfront, but that cost takes care of your support and maintenance.

 

Feature differences also play a significant role in the cost. Sage 300 users often use third-party software such as Excel for data entry, reporting, and dashboarding. Manual input is standard for legacy Sage software, and time is money. Wouldn’t you prefer to spend your time on more critical business decisions and tasks? 

 

Although a Sage Intacct subscription costs more than a Sage 300 subscription, Sage Intacct’s reporting and dashboarding capabilities are built into the software which means you gain access to capabilities of multiple organisations and cloud-exclusive features with just the one subscription. 

 

Another critical difference between the two that leads to their distinct pricing differences is that Sage 300 is a general ERP option while Sage Intacct is a feature-specific, best-in-class financial management software. This means that Sage 300 can handle various activities and managerial duties that Sage Intacct cannot. However, those activities are more generalised and could easily be accomplished on different platforms. Sage Intacct allows you to maintain GAAP (Generally Accepted Accounting Principles) compliance and perform highly-specialised accounting tasks and customisations that Sage 300 cannot.

 

When assessing any accounting software, the best advice is to factor in all the variables to avoid surprises. Pricing models for cloud applications vary widely. Some vendors charge an all-in-one fee, and others might break out various components like maintenance, support, or training and then add overage charges based on the number of users or number of transactions.

What the integration is like for Sage Intacct vs Sage 300 

Sage Intacct uses a web-based API to synchronise with various other software. As a best-in-class solution with robust vertical functionality, Sage Intacct is designed to integrate with other best-in-class products, giving you the flexibility to build your ideal business management system from the tools that best fit your needs.

 

The Sage Intacct Marketplace houses third-party software and modules from more than 200 providers. These solutions can be installed and applied to your software, expanding its capabilities in just a few simple steps.

 

On the other hand, Sage 300 integrates with preexisting sales and service software, such as Microsoft Office 365 and other CRMs. However, non-Microsoft integrations are likely to encounter misalignment; since Sage 300 is desktop software, its updates can lead to limited and difficult-to-maintain integrations with third-party applications.

 

It’s easy to see how the integration and pricing of these solutions interconnect—Sage 300 comes at a lower price than Sage Intacct but requires you to invest in other synchronous software solutions to utilise more advanced features. Sage Intacct requires more expenditure to implement but offers a vast marketplace of other best-in-class modules by developers worldwide.

 

As a premier Sage Intacct partner, Tetrad IT provides high-level service and support to help businesses implement ERP systems. If you’re interested in learning more about Sage Intacct and cloud accounting, please contact us today.

The final verdict

Should you stay with Sage 300 or switch to Sage Intacct? The answer depends entirely on you and your needs. Both are strong solutions, and neither one puts a company at a disadvantage.

 

Instead of selecting one solution over the other, pick the product that sets your accounting department and the broader enterprise up for success moving forward. As we’ve mentioned, recent events have proven how quickly things can change, and create opportunities for companies and CFOs with vision and agility. Companies are reconsidering their strengths and weaknesses, rethinking their business models, and revising their strategies for the coming months and years. The right accounting software is critical for you to adapt to whatever comes next.

 

If you need best-in-class, accounting-specific software, Sage Intacct is better. As a cloud-based, hosted SaaS solution, Sage Intacct provides all the robust accounting department infrastructure you need without the expensive in-house hardware and software—and all the management and maintenance associated with it.

Work with Tetrad IT and make the switch to Sage Intacct 

We don’t want to push you in one direction or the other – only towards the right solution for your needs now and later. Continue this conversation with the team at Tetrad IT. Our mission is to help you gain unprecedented control over your business by leveraging award-winning, cloud-based business solutions. 

 

With over 13 years of implementing and supporting Sage products, coupled with our understanding of customer experience best practices, we will bring a breadth of knowledge to the table that will help you win with Sage. If you’d like to discuss a Sage Intacct implementation get in touch with our team. 

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Our Team and the Salesforce Community Impact Award

At Tetrad IT we believe that people are the best assets in any company, regardless of the business size, industry, and market share. We provide the best professionals, backed with solid expertise and experience, who integrate solutions for our clients and their specific business needs.

 

We have a strong team of over 60 people ranging in experience with numerous certifications. So, we have bragging rights and proudly boast about our people!

 

 

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We have done some of the most complex projects in the country.

 

Did you know that we have over 45 Salesforce certified consultants who are all working on active Salesforce projects? The rest of the Tetrad IT dream team consists of scrum masters, projects managers, business analysts, sales and account managers, marketing guru’s, all who contribute to the success of Tetrad IT and our clients’ projects.

 

We are constantly on the hunt for additional talent and also have strategic partnerships with colleges, universities and talent alliances, for both onshore and offshore resourcing.

 

We are also part of Salesforce Talent Alliance.

 

Salesforce Talent Alliance connects employers to Salesforce candidates and brings new talent into the ecosystem, emphasizing building a diverse workforce that reflects society around the globe. Here’s how it is done:

 

Commit

Employers commit to hire net new Salesforce professionals and incorporate inclusive hiring practices.

 

Connect

Employers are connected to certified candidates across workforce development groups, educational institutions, and career changers through LinkedIn and career fairs.

 

Certify

Job seekers are trained to become Salesforce certified professionals, with an emphasis on underrepresented groups in tech.

 

Extract from: Salesforce.com

 

We are incredibly proud to have won the Salesforce Community Impact Award for 2020 and 2021. The award is awarded to partners who have made a positive impact in the local community, measured through their enrollment in Salesforce Talent Alliance, Pledge 1% and sustainability programs.

 

 

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Ram Ramakrishnan, Tetrad IT’s Head of Development, summarizes the award and its meaning as follows:

 

‘Within South Africa, we were the biggest partner to train, hire and place talent in projects. There are obviously many factors. The Tetrad IT Academy and our different internship programs do not just hire people, train them and then let them go. We won this award because of how we do it. We hire people and get them certified in the first three months, then put them in projects for the next three months and then close the projects within a year. This means we produce market ready people as our training plan includes hands-on training, not just theoretical training. So our people go through certifications and are project ready at the end of it.’

Maintaining project quality.

 

We do not just nurture and continually upskill our current Tetrad IT team with additional Salesforce certifications and Salesforce project experience. Our strategy is also to plan, acquire, align and develop Salesforce talent.

 

Every quarter we tend to hire several good graduates and train them by putting them through the cycle mentioned above. Our graduates also go through a skills audit in the process and then finally gets assigned to a team, whilst still being shadowed by a senior Tetrad IT team member, with a Salesforce Architect leading the design and front of the project.

 

Our Tetrad IT Salesforce talent get vetted with quarterly certification and KPI’s. We do this with a scorecard that we manage internally. The scorecards are not only used internally but also for quality control as well. This drives proper project delivery.

 

Vusi Mthethwa, Tetrad IT founder and CEO, summarized the success of our Tetrad IT Academy as follows:

 

‘It goes beyond Salesforce certification and certification for us is really the cherry on top. I believe you have to get the base right and then work towards Salesforce certification. These days you can get online courses and assistance from friends to help you pass your Salesforce certifications and that’s not the point of training people. Once you figure that out, you get quality people. We filter from the very beginning by making sure the right people are going to get trained.’

B-BBEE

 

Broad-based Black Economic Empowerment (BBBEE) is an integration program launched by the South African government to reconcile South Africans and address inequalities.

 

We are proudly a level one contributor.

 

What is next for Tetrad IT?

 

At Tetrad IT we do multiple recruiting drives with colleges, universities and talent alliances. Our recruiting approach is much more personalized, which is for the right reasons so that the Tetrad IT team connects and our culture is supported. We want our recruits to feel excited about the way we work, therefore it is much more than a technical fit or a cultural fit that we look for. It is super tailor-made for individuals and that is why our people stick with Tetrad IT for years.

 

 

Want to join the Tetrad IT family and grow in your career? Check out our current opening section on the Join The Team page to see all of our current openings.

 

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Breakfast for Leaders Event 2021 – Digital Personalization and Marketing

 

Just as you’ve come to expect, our Breakfast for Leaders event for 2021 was a huge success and a great morning for all who attended. This exclusive knowledge share session, co-hosted by Tetrad IT and Salesforce, was an opportunity to hear the latest updates, insights, and industry trends within the ecommerce space with a very special guest, Theo Baloyi, founder and CEO of Bathu Shoes.

 

It’s the 21st century. Digital transformation is a hot topic for the year and a strategic focus for many organisations for years to come. So, what does such a transformation entail and where on earth do you begin? We’re here to help and our Breakfast for Leaders event covered just that.

 

Our speakers delved into the topics of value, innovation and how to improve efficiency, whilst keeping customers unique journeys in mind.

 

This is our 2nd blog post giving a rundown of the event along with key takeouts. Let’s tackle personalisation and what that means in the ecommerce world…

 

 

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Businesses can advance during times of uncertainty with digital personalization techniques.

 

With the many inspiring stories of self-sacrifice, it is natural to contemplate your place in the crisis and to search for greater meaning in your work. Many brands have struggled with this, having to make tough choices each day because of COVID-19. These business decisions would have been unfathomable just a couple of months ago.

 

It’s clear that for companies across all industries, these challenging times are even more complicated by unpredictability. Each day of the pandemic brings dramatic changes in customer sentiment and behaviour, supply chain accessibility, staff retention plans, business response strategies, and future forecasts. Industry reports and predictions from two weeks ago are already stale.

 

In our temporary isolation, all types of companies, especially retail, are focusing their business plans on immediacy and fluidity, and moving nearly all of their consumer connections online. Organizations are consciously and aggressively changing how they work to engage an anxious population while operating in a business environment that requires planning on a near-daily basis. Amid all this whiplash, companies must stay abreast of change and rapidly adapt to stay relevant.

 

(Extract from: Salesforce.com)

 

 

Our special event speaker, Theo Baloyi, Bantu Shoes Founder and CEO, elaborated further and shared his experience on how Covid affected his ecommerce strategy:

 

‘I was initially pushing around selling a brand that really resonates and was not really focused on ecommerce. I had an online store, but not necessarily a solid optimized omnichannel. So when Covid came and lockdown was announced with the first six weeks being retail shutdown, I had to go online. This gave me the opportunity to press my reset button and think about how I actually optimize my omnichannel.

 

Now I’m at home. I really need to get my data and insights and know what my online is telling me about the consumer at home because of Covid. What is it that they do? I managed to integrate all of that and made sure that my omnichannel is well integrated and optimized. And ever since I’ve done that my online store has been number one over the last couple of months. That is because of the insights that I’ve gotten from online and understanding the consumer. Communicating with them through socials and different means of channels have managed to retain the consumer and get them to experience the brand.

 

We even introduced two new cool things, like click and collect. So you can buy your Bathu shoes online for your cousin in Cape Town, and they can go to a catalogue store and collect it and vice versa.’

 

Doesn’t reading this make you want to go buy Bathu shoes, run around in your Bathu shoes, screaming ‘ecommerce, ecommerce, ecommerce’. All jokes aside, it really is exciting how ecommerce can transform a business’s revenue and change its sales trajectory.

 

 

Our founder and CEO, Vusi Mthethwa, shared his own experience and insights on it as well:

 

‘Personalization is such an important topic and we look at different trends worldwide. Think of Amazon Prime wardrobe, they’ve now come to a stage where for their Prime customers they have personal stylists that can pick out clothes that are relevant to them. And that’s the level of customization that some companies have gone through. There are shops now where if you walk past and you’ve got an app, personalized specials are then messaged directly to you. So even though you weren’t planning on going into the shop, you end up getting the specials.

 

There’s a lot of trends that we find when it comes to personalization. But to the point, I think being agile and being able to learn fast, implement fast, fail fast if you have to fail, but also grow is important. I think that’s the key, especially in the climate that we are living in. If you’re going to wait and look for something that’s going to take you two or three years to implement and get going with what you know, you’re really on the back foot. There are people that are launching in a couple of months. There are Salesforce Commerce Solutions out there that can help you springboard your businesses. The businesses that are doing well and clients of ours that have been successful are those that are agile are able to adapt quickly and fast.’

 

 

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We have only hit the tip of the iceberg here. As the event continued, our special guest speakers elaborated on commerce analytics and order management. We will share that with you in a third blog post coming soon and keep a lookout for related white papers sharing additional information.

 

 

Here is a white paper delving into Salesforce and ecommerce personalized marketing:

 

E-Commerce Marketing Reimagined

 

Following this link to join our mailing list to keep up to date on all new blog posts and get them as they go live.

 

For those who couldn’t attend the event and are keen to attend our next event, give our social media pages a follow and keep a lookout for our next event. We look forward to having you there!

 

 

 

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