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How Salesforce Media Cloud Transforms Media Operations with Smart Automation and Intuitive Workflows

salesforce media cloud

Today’s media companies have their hands full. On the one hand, they face increasing pressure to manage complex workflows. On the other hand, they need to maintain creativity and flexibility to meet the demands of their clients. Whether it’s handling advertising campaigns or content distribution, the need for automation has never been greater for them. This is where Salesforce Media Cloud comes into play. As a powerful platform tailored for media companies, Salesforce Media Cloud can automate various operations and drive better results for media companies from the word go. In this post, we will understand the key challenges faced by Media companies first and then find out how Salesforce Media Cloud helps overcome these challenges through its rich feature set.  Key operational challenges faced by different types of media companies Here are some key challenges faced on a daily basis by different types of media companies –  Challenges Faced by OOH / DOOH Media Publishers Managing outdoor advertising spaces gets challenging due to finite inventory. Publishers often face unpredictable demand fluctuations. This can lead to either underutilisation or overbooking of their available spots. Maintaining physical assets, whether static billboards or digital screens, requires significant investment. This includes installation, repair, and upgrades of display technology. DOOH displays, in particular, demand regular updates. While traditional OOH media has struggled with measuring campaign effectiveness, the introduction of DOOH helps to some extent. However, accurately tracking foot traffic, engagement, and return on investment remains difficult without advanced technologies. Operating in the OOH sector means complying with various regulations regarding where advertisements can be placed, what type of content is allowed, and the duration of ad displays. In urban areas, this can be highly restrictive, impacting revenue generation. DOOH media publishers must invest in new technologies to stay competitive. The challenge lies in integrating programmatic advertising and ensuring real-time updates and content accuracy across multiple digital displays. Challenges Faced by OOH / DOOH Media Agencies OOH/DOOH media agencies often work with clients looking to integrate their outdoor campaigns with digital and other media channels. Ensuring seamless integration and maintaining consistency across various platforms is a significant operational hurdle. Measurement of effectiveness is another challenge. This is unlike social media, where click-through rates (CTR) and conversion data are readily available. OOH/DOOH metrics are often less standardised. This creates great difficulty in demonstrating ROI to clients. Managing multiple vendors and sites across different regions means handling complex inventories. This includes both traditional static spaces and newer digital ones. All of these require advanced booking systems and real-time data on inventory availability. Outdoor campaigns must be executed within short timeframes. DOOH offers flexibility with digital displays. However, the coordination between advertisers, creative teams, and publishers is still a challenge. Crafting effective OOH/DOOH campaigns that fit the specific size, location, and audience of each display is complex. Additionally, agencies must ensure creative content complies with local regulations. This is true mainly for messaging and visual standards. Challenges Faced by Digital Media Agencies In an environment oversaturated with digital ads, consumers often experience ad fatigue. This can lead to declining engagement and higher bounce rates. Additionally, privacy regulations like GDPR and CCPA complicate targeting strategies. This makes it harder for agencies to collect and utilise customer data effectively. Digital agencies depend on platforms like Google, Facebook, and YouTube. However, they constantly evolve their algorithms and policies, which can disrupt ongoing campaigns. This forces agencies to rapidly adapt strategies to maintain campaign performance. Multi-touch attribution in digital media is complex. In simple words, when dealing with multiple channels like social media, search engines, display networks, and email. attributing conversions accurately to specific touchpoints is challenging. This can lead to inefficiencies in optimisation efforts. Digital media clients often have high expectations for quick results with limited budgets. Balancing client demands and optimising ad spend to achieve measurable results is a challenge. It can often put significant pressure on agencies to deliver consistent performance. Digital media operations is getting more and more complicated, thanks to advent of programmatic advertising and advanced data analytics. Finding and retaining specialised talent who know these areas is a major challenge. Agencies must also manage resources across multiple projects, complicating it even further.  Key Salesforce Media Cloud features To overcome the above challenges, media houses must adopt Salesforce Media Cloud, which is an AI-powered CRM tailored for Media and publishing businesses. It comes with pre built modules, workflows, and automation designed for media business processes. You can effectively cut costs with time-saving automated solutions. Here are some of its salient features: Industry-Specific Data Model: Salesforce Media Cloud uses a customisable and extensible data model built for media and entertainment providers. This allows media companies to efficiently manage complex data and improve content delivery by integrating audience preferences, subscription details, and advertising information in one unified platform. Omniscript: This feature enables users to design dynamic customer interactions without needing code. It is also possible to deploy them across multiple channels and devices. Using this media companies can create seamless, personalised user experiences. They can also automate interactions for customer support, subscription services, or ad sales, all while reducing development costs and time. Business Rules Engine: This feature helps implement automated decision-making processes tailored to media workflows. Media companies can streamline operations by automating tasks such as campaign approvals, content distribution, audience targeting, and so on, all leading to improved agility and quicker response times. Advertising Sales Management: This feature accelerates advertising sales and optimises campaign performance by integrating sales data with audience insights. Media companies benefit by managing advertising inventory more effectively. This improves their sales team’s productivity and helps them deliver better ROI for advertisers. Industries CPQ: This feature utilises advanced order capture and guided selling with a media-specific CPQ system that supports complex pricing models. Using this feature, media companies can simplify the entire sales process. They can offer personalised packages and pricing based on customer needs. This leads to higher sales conversion rates and ad efficiency. Order Management: This feature helps in managing orders

Tools to Design Seamless Customer Journeys – From Prospects to Brand Advocates

tools for customer management

Customer is king’ is a cliched but highly relevant statement in today’s world. Why? For starters, customers are spoilt for choices. For every product and service they seek, there are at least 10 solutions available in the market. As a business what do you do to beat the competition? Simple, make them feel special. And how do you achieve it? By carefully designing a successful customer journey. In this article, we are going to dive into this popular term often used in the sales and marketing world. Plus we are going to highlight some of the popular tools useful in streamlining different stages of a customer journey. What is a customer journey? In simple words, it is the complete experience a customer has with your brand. It typically includes interactions across all the channels, devices, and touchpoints. From the time they come to know about your brand till the time they recommend it to others, every step is part of a customer journey. In other words, a customer journey encompasses an entire customer lifecycle – from awareness to loyalty.  Key stages of a customer journey (Customer POV) There are 5 stages in a typical customer journey, and we are going to classify them into the following 3 categories –  Before purchase This phase starts with the customer looking to improve their business. They may face a pain point such as a lack of productivity or efficiency in their team. Initially, they do not know how to solve these pain points. But then comes a trigger where they discover an opportunity to solve them. It could be sales numbers going down or customer complaints surging.  This is also the stage where the customer starts searching for a solution to their problem. In this initial search, they will come to know about the best solutions to their problems, including yours. This is often called the awareness stage of the customer journey However, this often leads to a “long list” of potential solutions. During purchase In this phase, the customer converts the long list into a shorter one by doing a thorough brand review. They will consider your service as a potential solution to their pain point. This is called the consideration stage. They will contact you and the other shortlisted vendors to give a demo. Post-demo, the solutions will be reviewed and if you have succeeded in convincing them, your solution will be chosen. This is called the purchase stage. The implementation process begins officially. Post-purchase This is the phase where implementation is complete and the solution is up and running. For you, this stage involves training all the users and giving them access to an account manager for support (when they need it). You continue to follow up and help the customer reach their goals and ensure that they continue to partner with you. This is the retention stage. If you have succeeded in offering the best experience to the customers, they will become loyal to your brand and become brand advocates. This stage is called the advocacy stage.  Challenges in designing a customer journey Here are some of the key challenges typically encountered by businesses while designing a customer journey –  Challenge #1 – Unable to accurately map how customers move through the journey It is not easy to collect and interpret customer data. This is true when you do not have the right tools at your disposal. Most businesses lack clear insights into how their customers will behave. They also do not know their preferences and pain points. Without such information, it becomes difficult to craft a journey that aligns with business needs. Challenge #2 – Unable to create a consistent experience across all channels Your customers will interact with you via social media, websites, stores, and customer service. It is not easy to ensure consistency in messaging, tone, experience, and quality across all these touchpoints. Lack of consistent experience across all channels will impact the brand recall and you might miss out on key opportunities. Challenge #3 – Unable to personalise the journey It is important to personalise the journey for different types of customers. However, scaling this across a large customer base can be overwhelming, particularly for small businesses. Most businesses struggle to implement effective segmentation.  They also fail to adopt personalised content due to limited resources or a lack of right tools. Challenge #4 – Unable to track the effectiveness of the customer journey Most businesses are able to identify relevant KPIs and use them to measure success. However, they struggle to connect these metrics back to the specific stages of the customer journey. They consider it complex, especially with fragmented data systems. This is particularly true, when they do not have the right tools at their disposal. If you carefully notice these challenges, you will find the common thread linking all of them is the lack of right tools to design the customer journey. To help you in this regard, we are going to take a look at different tools in the Salesforce SSOT ecosystem that can not only overcome the above challenges but also streamline the whole customer journey.  Marketing tools used to streamline customer journey Here are some of the key marketing tools you can adopt in the Salesforce ecosystem to streamline the ‘before purchase’ phase of customer journey –  Salesforce Marketing Cloud  This is the most important tool you would need in the before purchase phase. It lets you effortlessly manage customer engagement across different channels including common ones like email, mobile, social media, and ads. With this tool at your disposal, you can also personalise your marketing campaigns and automate workflows. The best part – you can gain deep insights into customer behaviour allowing you to create tailored, data-driven campaigns.  The following tools can be integrated with Salesforce to streamline the customer journey in the before purchase phase –  Demandbase Salesforce Integration: It is a popular Account-Based Marketing (ABM) platform. Using it, you can target high-value accounts. It is adept

Top Salesforce Features for Green Engineering Companies to Enhance Sustainability

The World We Live In and the Road Ahead The global push toward sustainability has gained momentum in recent years. It is clearly driven by the undeniable impact of climate change, resource depletion, and environmental degradation. As industries work to reduce their carbon footprint and minimise their environmental impact, green engineering companies have emerged as pivotal players in this transformation. These businesses focus on designing, implementing, and scaling sustainable solutions that meet the needs of industries, society and the environment.  Salesforce, a leading customer relationship management (CRM) platform, offers a suite of tools and features that enable these companies to streamline their operations and measure the impact of their sustainability efforts. In this blog, we’ll explore how Salesforce achieves this and what are the challenges these companies faced before adopting Salesforce. Government Mandate and Private Sector Interest in Green Engineering Governments worldwide are increasingly enacting policies and regulations aimed at curbing greenhouse gas emissions and promoting sustainable practices. For instance, the EU has enacted ambitious climate regulations under the European Green Deal, aiming to reduce greenhouse gas emissions by at least 55% by 2030, compared to 1990 levels. Similarly, the U.S. government passed the Inflation Reduction Act in 2022, which aims to reduce the country’s emissions by 1 billion tons in 2030. Such mandates are shaping how industries operate, and green engineering companies are at the forefront of this change. From implementing renewable energy projects to creating environmentally friendly construction materials, these companies are critical in meeting global sustainability goals. Private sector interest in green engineering has also surged. Many large corporations have announced ambitious sustainability targets, from becoming carbon-neutral to adopting renewable energy and reducing waste. Investors and consumers alike are demanding that businesses take meaningful steps toward sustainability, and green engineering companies provide the expertise and solutions to help them achieve these goals. Work Done by Green Engineering Companies Several green engineering companies have already pushed the boundaries of what’s possible in sustainability. These companies often work on renewable energy solutions like wastewater treatment plants, solar and wind power, carbon capture technologies, and sustainable materials for construction. They are tackling some of the world’s most pressing environmental issues by creating solutions that are not only eco-friendly but also economically viable. Probst Group, one of our clients, and a leader in wastewater treatment technology, is dedicated to providing sustainable solutions for various industries, with a strong focus on green engineering. The company is involved in designing and implementing innovative wastewater treatment plants that not only manage waste but also generate renewable energy.  For instance, their project in rural Wisconsin helped dairy processors build a centralised treatment facility. This plant significantly reduced phosphorus discharge, managed high-strength wastewater, and produced renewable energy from biogas, enough to power more than 1,200 homes. Additionally, the project reduced local truck traffic and supported future production expansion​. Challenges in Balancing Business Growth and Providing Sustainable Solutions Despite their initiatives, green engineering companies face several hurdles, such as limited resources, competition from larger players, and a rapidly evolving regulatory landscape.  For green engineering companies, scaling operations while maintaining their core mission of sustainability can be a significant challenge. As demand for green solutions increases, green engineering companies have to constantly find ways to expand their offerings and enter new markets without compromising their commitment to environmental stewardship. Another major challenge is striking the balance between profitability and sustainability. In a competitive market, businesses often face pressure to cut costs, but this can sometimes lead to decisions that undermine their green credentials, such as using less sustainable materials or bypassing certain environmental regulations. The need to strike a balance between short-term financial gains and long-term environmental impact is a constant struggle for many companies. Moreover, the regulatory landscape is constantly changing. Companies must stay up-to-date with the latest government mandates on emissions, waste management, and energy use, which can vary by region. Keeping track of these regulations, especially when operating across multiple jurisdictions, can be overwhelming. How Salesforce and its Rich Feature Set Helps to Maintain this Balance? Salesforce offers solutions to these challenges by providing tools and features to manage projects, monitor regulatory compliance, and measure sustainability metrics—all in one place. The platform’s ability to centralise data, track performance, and forecast future trends allows companies to make informed decisions that align with both their business objectives and sustainability goals. Below are some key modules of Salesforce that can make a significant difference for Green Engineering companies: 1. Net Zero Cloud Salesforce’s Net Zero Cloud is one of the most valuable tools for green engineering companies. It enables organisations to track, analyse, and report their environmental impact, such as greenhouse gas emissions, water usage, and waste production. This tool provides real-time insights into a company’s sustainability performance, helping them identify areas for improvement and ensuring they remain compliant with government regulations. By using Net Zero Cloud, green engineering companies can calculate their carbon footprint, set emission reduction targets, and measure their progress over time. This data is crucial for companies looking to build trust with stakeholders, including investors, clients, and government agencies, by demonstrating their commitment to sustainability.   2. Customer 360 Salesforce Customer 360 gives companies a unified view of their customers, partners, and suppliers. For green engineering companies, this feature allows for better relationship management across multiple touchpoints, including sales, customer service, and project management. This unified approach ensures that everyone within the organisation is aligned and working toward common sustainability goals. Customer 360 also helps green engineering companies build stronger partnerships by enabling seamless communication and collaboration. Whether they’re working with government agencies to meet regulatory requirements, or with suppliers to source sustainable materials, or with clients to build solutions, Salesforce facilitates the necessary coordination and alignment. 3. Einstein Analytics Salesforce Einstein, the platform’s artificial intelligence (AI) tool, provides powerful predictive analytics that can help green engineering companies optimise their operations. Using machine learning algorithms, Einstein can analyse vast amounts of data to uncover patterns and predict future trends. For example, Einstein can

Top Reasons Why Salesforce Sales Cloud is Essential for Modern Sales Teams

Top Reasons Why Salesforce Sales Cloud

Customer Relationship Management (CRM) has become exceedingly important in sales due to two reasons. One is its ability to streamline processes. Two is its capability to generate valuable customer insights that drive revenue growth. As sales strategies shift toward a more personalised and customer-centric approach, CRMs provide the means for tracking nurturing relationships. Now, the first thing that might come to most people’s minds when they hear CRM is Salesforce Sales Cloud. This is quite understandable because, over the years, it has been instrumental in improving customer satisfaction and loyalty for businesses. In this article, we will understand 10 reasons why Salesforce Sales Cloud has become critical for modern sales teams.  Overview of Salesforce Sales Cloud Salesforce Sales Cloud is a CRM  platform designed to help businesses manage and optimise their sales processes. It provides tools for sales automation, lead and opportunity management, contact management, and sales forecasting. Such capabilities allow sales teams to track and prioritise leads, manage pipelines, and close deals more efficiently.  Sales Cloud Salesforce offers AI-powered insights through Salesforce’s Einstein AI. Through its predictive analytics capabilities, it enables smarter decision-making. Sales Cloud also integrates with various other Salesforce applications and third-party tools. Its customisable dashboards and real-time data allow organisations to gain deeper insights into their sales performance. Ultimately, Sales Cloud is an essential solution for driving revenue growth and improving customer relationships. Reasons Why Salesforce Sales Cloud is Essential for Modern Sales Teams Here are 10 compelling reasons why we think Sales Cloud is crucial in today’s business world –  1) Centralised Customer Data Management Salesforce Sales Cloud serves as a centralised hub for all customer information. It does this by smartly organising data from multiple sources into a unified platform. This includes details about customer interactions, transaction histories, preferences, and contact information. Ultimately, it ensures that sales teams have access to complete and accurate data at all times.  Having a single source of truth eliminates data silos and ensures all team members access the most up-to-date information. This consistency enhances customer engagement, improves data accuracy, and helps sales teams build stronger relationships based on reliable information. 2) Enhanced Lead and Opportunity Management Salesforce Sales Cloud provides tools for tracking leads throughout their lifecycle. Automated lead scoring, nurturing workflows, and real-time tracking are classic examples. They allow your reps to prioritise high-value opportunities and ensure no lead falls through the cracks.  Sales managers can easily visualise the entire sales pipeline, monitor progress, and identify potential bottlenecks using intuitive dashboards. This visibility not only facilitates better decision-making but also helps sales teams focus on deals that are more likely to close. Finally, by leveraging advanced analytics and AI-powered insights, Salesforce Sales Cloud helps sales teams identify the best strategies for converting leads. Targeted communication, personalised engagement, and timely follow-ups all become more effective, resulting in higher conversion rates. 3) Automated Sales Processes Salesforce Sales Cloud automates repetitive tasks like data entry, follow-up emails, and lead assignment. This automation reduces the time sales reps spend on administrative work. This, in turn, allows them to focus on selling and building customer relationships. Interestingly, automation not only speeds up sales processes but also ensures consistency in customer interactions. This leads to improved customer satisfaction, faster deal closures, and an overall boost in sales efficiency. 4) Real-Time Sales Insights and Analytics Salesforce Sales Cloud offers real-time insights through customisable dashboards and reports. Basic analytics equips sales teams with valuable data to monitor performance and track key metrics. These insights help them make data-driven decisions and quickly adapt to market changes. Advanced analytics of Sales Cloud, on the other hand, help forecast sales trends with greater accuracy. This allows sales managers to predict future revenue, plan inventory, and allocate resources effectively. Long story short, with the analytics capabilities of Sales Cloud, sales teams can: Analyse past performance Track customer behaviour Identify market trends  Find growth opportunities  Refine their sales strategies.  All of these help with data-driven decision-making and ultimately better business outcomes.  5) Improved Collaboration and Communication Salesforce Sales Cloud offers built-in collaboration tools like Chatter. This allows sales teams to share updates, collaborate on deals, and communicate effectively within the platform. It creates a more cohesive intra-team environment and drives alignment toward common goals. The platform also enables seamless communication between sales, marketing, customer support, and other departments. This inter-team communication ensures a unified approach to customer engagement. It’s common knowledge that improved communication breaks down silos and creates a more integrated customer experience. 6) Customisation and Scalability Salesforce Sales Cloud is highly customisable. You can tailor workflows, fields, and layouts to match your unique sales processes. While this may not be possible on your own, you have Salesforce experts like Brysa who can ensure that the platform is adapted to any industry or business model. And that’s not even the best part.  As your business grows, Salesforce Sales Cloud can grow along with you. It can scale up to accommodate increased data, users, and processes without compromising performance. This scalability ensures that the platform continues to meet business needs. The size or growth pace of your company doesn’t matter. 7) Mobile Accessibility for On-the-Go Sales Teams The Salesforce mobile app (both iOS and Android) provides your sales teams with access to real-time data, dashboards, and customer information. This enables them to work effectively in a hybrid model. Such levels of mobility are essential for sales reps who frequently travel or work remotely. Also, with mobile access, sales reps can update records, schedule follow-ups, and respond to customer inquiries on the go. This flexibility leads to faster response times and improved customer satisfaction. 8) Integration with Other Tools and Platforms Salesforce Sales Cloud integrates seamlessly with a wide range of third-party applications. From email platforms to customer service software, everything is covered. This extensive integration capability ensures a smooth data flow across systems and a single source of truth for all customer-related information.  For instance, integrations with tools like Outlook or Slack enable your sales teams to collaborate quickly

Net Zero Cloud: The Ultimate Tool for Green Tech Businesses

Net Zero Cloud

Today’s businesses are increasingly held accountable for their environmental impact. In other words, the need for sustainable practices has never been more pressing. Enter Net Zero Cloud (Formerly Salesforce Sustainability Cloud)—a powerful tool designed to help businesses measure and reduce their carbon footprint. So what exactly is Net Zero Cloud? Why should green tech businesses adopt it? Let’s find out the answers to these questions (plus a lot more) in this blog. What is Net Zero Cloud? Net Zero Cloud is a Salesforce tool that is designed to help organisations manage and improve sustainability efforts. It was previously known as Salesforce Sustainability Cloud. It is a carbon accounting platform for businesses that are most concerned about climatic impacts, such as green tech businesses. Interestingly, the platform goes beyond mere data tracking. It empowers companies to: Make informed decisions Align with global sustainability goals Build a future where business success and environmental responsibility go hand in hand. Net Zero Cloud offers tools for tracking and measuring environmental impact and also facilitates reporting the changes in compliance with sustainability standards. Key Features of Net Zero Cloud for Green Tech Here are some of the most unique and useful features of Net Zero Cloud platform that are popular among green tech companies –  Automated Accounting Analysing carbon data can be a daunting task. In fact, it can become quite overwhelming for even the best of green tech companies to do it right. The Net Zero Cloud has a solution for this. It offers automated reporting facilities that have pre-loaded datasets. This helps in meeting the various requirements of regulatory bodies such as the IPCC. Green tech companies can directly use the datasets to account for their carbon footprint and present them during audits. Key Performance Indicators Net Zero Cloud allows green tech businesses to set and monitor key performance indicators (KPIs) related to sustainability, including carbon emissions, energy consumption, water usage, waste generation, and social impact. This gives the businesses owners a better understanding of how near or far they are from their sustainability goals. Circular Economy Management The platform facilitates the shift towards a circular economy by helping green tech businesses optimise resource utilisation and enhance recycling. It also enables them to monitor the lifecycle of the company’s outputs and explore opportunities to measure the environmental benefits of adopting circular practices. Integration with ESG Standards The Net Zero Cloud supports integration with emerging Environmental, Social, and Governance (ESG) reporting standards including GRI (Global Reporting Initiative), SASB (Sustainability Accounting Standards Board), and TCFD (Task Force on Climate-related Financial Disclosures). These integrations help green tech companies to streamline their ESG reporting processes, improving transparency and accountability. How Green Tech Businesses are Leveraging Net Zero Cloud? Here are the different ways in which green tech businesses are leveraging Net Zero Cloud to improve their operations and reduce their carbon footprint at the same time –  Real-Time Data Tracking: Net Zero Cloud enables green tech companies to track carbon emissions across their entire value chain in real time. In other words, it allows for a detailed and comprehensive understanding of their environmental impact. Automated Data Collection: The platform automates the collection and reporting of sustainability data, reducing the administrative burden and increasing accuracy. This helps green tech businesses stay compliant with evolving environmental regulations. Predictive Analytics: Green tech companies use Net Zero Cloud’s predictive analytics to model different carbon reduction scenarios. This allows them to forecast the impact of various strategies on their emissions. This then helps them to make informed decisions on the most effective paths to achieving net-zero goals. Goal Setting and Tracking: The platform supports setting science-based targets for emissions reduction. This enables green tech companies to track progress against these goals in a structured manner. Streamlined Reporting: Net Zero Cloud simplifies the creation of sustainability reports, including frameworks like GRI, CDP, and TCFD. This transparency is essential for green tech businesses to communicate their environmental efforts to stakeholders, including investors, customers, and regulatory bodies. Investor Confidence: By providing accurate and detailed reports, green tech companies can enhance investor confidence, showcasing their commitment to sustainability and their progress toward net-zero targets. Supplier Engagement: Net Zero Cloud enables businesses to engage with suppliers and other stakeholders to reduce emissions throughout the supply chain. Green tech companies can assess the carbon impact of their suppliers and collaborate on sustainability initiatives, driving down emissions. Sustainable Sourcing: The platform helps businesses make more informed decisions about sourcing and logistics, prioritising suppliers with lower carbon footprints and improving overall supply chain sustainability. Wrap Up Net Zero Cloud is an extremely robust platform for green tech organisations who are on the lookout for advanced sustainability management solutions. However, to unlock the full potential of the Net Zero Cloud, it is necessary to partner with a Salesforce expert like Brysa. We are UK’s leading Salesforce consultant with expertise in managing Salesforce for Green Tech companies. To know more about us and how we can help you, contact us now.

Salesforce Implementation Guide: Step-by-Step Instructions

Salesforce is undoubtedly one of the best CRMs in the world. It is used by thousands of companies across the world to streamline their sales processes. But is it easy to implement Salesforce? No. Because Salesforce implementation typically involves a lot of complicated tasks such as data migration, customisation, configuration, to name a few. To help you with this, we have come up with this handy Salesforce Implementation Guide that will give you step-by-step instructions for a successful set up. What is Salesforce Implementation? In very simple words, it means the process of setting up different Salesforce products for your business and ensuring that it is available for your users. A successful Salesforce implementation requires careful planning, collaboration among stakeholders, and adherence to best practices to ensure that the system effectively supports the organisation’s goals and processes. And after a successful implementation, you will enjoy better productivity, streamlined operations, and gain access to valuable insights for informed decision-making. Step-by-Step Process of Implementing Salesforce Let us now understand the different steps a business must follow during a typical Salesforce implementation – Step 1: Identify Stakeholders Start the whole process by determining who will be involved in the project. This could include the project sponsors, business leaders, department heads, and, most importantly, the end-users. Once identified, assign clear roles and responsibilities to each stakeholder. This clarity ensures accountability and effective communication throughout the project, setting a solid foundation for successful implementation. Step 2: Define Objectives Setting high-level objectives is an essential part of a Salesforce implementation roadmap. It is very important to set up measurable objectives that the entire implementation aims to achieve. Common objectives include improving sales efficiency, enhancing customer service, and streamlining marketing efforts. Ensure that these goals align with the overall business strategy, providing a clear direction and purpose for the project. Step 3: Assimilate Project Requirements Next, collect detailed requirements from all the stakeholders. Best ways to do this include conducting workshops, interviews, and surveys to understand their specific needs and expectations. Document these requirements comprehensively to eliminate confusions later. This thorough understanding of requirements ensures that the Salesforce implementation will meet the unique needs of your business. Step 4: Sort Requirements Based on Priority Once requirements are gathered, prioritise them based on their potential business impact. Evaluate each requirement’s importance and urgency and rank them accordingly. This prioritisation helps in focusing on the most critical features first, ensuring that the implementation addresses the most pressing business needs and delivers maximum value. Step 5: Develop This step has multiple sub-steps. First and foremost, develop a detailed Salesforce implementation plan outlining timelines, milestones, and resources. Next, customise Salesforce to meet the gathered and prioritised requirements. This may include setting up workflows, creating custom objects, and integrating with other systems. If needed, you may also have to develop custom applications or features to address specific business needs. This step transforms the gathered requirements into a functional Salesforce system. Step 6: Test Perform user acceptance testing (UAT) to engage end-users in testing the system in a controlled environment. Gather their feedback on the functionality and usability of the system. Based on this feedback, make necessary adjustments to refine and enhance the Salesforce system. This iterative process ensures that Salesforce meets user expectations and functions correctly before going live. Step 7: Prepare for Roll Out This step is all about developing a change management plan to manage the transition. Your plan must include communication strategies, training programs, and support structures to ensure users are ready for Salesforce. Conduct training sessions to ensure all users are comfortable with the platform. Keep all stakeholders informed about the changes, timelines, and what to expect during the go-live phase, managing expectations effectively. Step 8: Roll Out While launching the system to all the users in your company, it is important to closely monitor user adoption, particularly during the initial phase. This enables you to address any issues promptly to ensure a smooth transition. Provide ongoing support to users, addressing any questions or concerns as they arise. Ensure that there are mechanisms in place for ongoing training and system improvements, supporting continuous improvement and user satisfaction. Why Implement Salesforce? Here are the different reasons to implement Salesforce in your organisation – Customisation and Scalability Salesforce offers a high degree of customisation, allowing businesses to tailor the platform to meet their specific needs. Its scalability ensures that the system can grow with the business, accommodating increased data volume and complexity. Automation Capabilities Salesforce automates repetitive tasks and business processes, such as lead management, sales forecasting, and customer support. This automation saves time, reduces human error, and allows employees to focus on more strategic activities. Enhanced Collaboration Salesforce provides tools for improved collaboration among teams. Features like Chatter, a social network for businesses, enable employees to share information, collaborate on projects, and stay updated on company activities in real time. Advanced Analytics and Reporting Salesforce offers powerful analytics and reporting tools that provide insights into sales performance, customer behaviour, and market trends. These insights help in making informed business decisions and identifying areas for improvement. Integration with Other Tools Salesforce easily integrates with various third-party applications and systems, such as ERP software, marketing automation tools, and social media platforms. This integration ensures seamless data flow across different business functions. Security and Compliance Salesforce provides robust security features to protect sensitive customer data. It complies with various industry standards and regulations, ensuring that businesses meet legal and compliance requirements. How long does Salesforce implementation take? Determining the time required to implement Salesforce can be challenging, as it varies widely based on several factors. For instance, one company might take over a year to fully implement Salesforce due to progressively migrating away from multiple legacy systems with complex sales rules. They might also have a smaller team for Salesforce implementation. Another company could have a more specific problem to solve with Sales Cloud and might have access to a larger team dedicated to the implementation, potentially speeding up the process.

How a Salesforce Consultant Can Elevate Your Business?

Running a business is not easy. This is despite having the best of the technology like Salesforce in your arsenal. You need a strategic approach to leverage Salesforce effectively. This is where a Salesforce consultant comes into play. A Salesforce consultant is more than just a tech expert; they are a strategic partner who can transform your business processes and drive growth through Salesforce’s powerful suite of tools. In this blog, we’ll explore what a Salesforce consultant does and how they can elevate your business and unlock new opportunities for efficiency and innovation. What is a Salesforce consultant? A Salesforce consultant is an individual or a business who specialise in helping organisations set up and manage Salesforce, the world’s leading customer relationship management platform. As you would have rightly guessed, a Salesforce consultant will have expertise in various aspects of the ecosystem and would have managed a variety of Salesforce tools. They may hold certifications in Salesforce to validate their skills and knowledge. They will also know all the current trends in the CRM space.  What does a Salesforce consultant do to upgrade CRM Upgrading a CRM might typically involve migrating data, configuring the new system to meet business needs, and training users to fully utilise the improved features and capabilities of the new CRM. Here are the different tasks a Salesforce consultant will typically handle to upgrade your CRM –  Evaluating Your Current CRM System Before starting the upgrade, a Salesforce consultant will thoroughly assess your existing CRM system. This involves examining how the system is utilised, identifying areas for improvement, analysing data, reviewing workflows, and engaging with team members to gain a comprehensive understanding of your current setup.  Planning the Upgrade Using the assessment findings, the consultant will collaborate with you to create a detailed upgrade plan. This plan will outline specific areas that need attention, estimate required resources and budget, and set a timeline for the upgrade process. Executing the Upgrade With the plan in place, the Salesforce consultant will oversee the upgrade implementation. This includes configuring and testing the new system, migrating data from the old CRM, and training your team to effectively use the updated system. Providing Ongoing Support After the upgrade, the consultant will offer continuous support to ensure the new system operates smoothly and efficiently. This support includes troubleshooting any issues, offering guidance on best practices, and assisting with future updates and enhancements. Long story short, they help future-proof your business. Why should you hire a Salesforce consultant? A Salesforce consultant offers more than just basic guidance. They conduct market research, analyse your competitors, and evaluate where your company is placed with respect to other leaders in the industry. They also assist in achieving your business goals while optimising your budget. By pinpointing your needs and recommending automation opportunities, a consultant can significantly contribute to your company’s growth.  If you are a small or medium sized business, consultants can evaluate whether your IT infrastructure supports your business goals effectively. Finally, a qualified consultant can advance your Salesforce implementation, ensuring smooth installation and rollout. Their external perspective offers an unbiased assessment of your company’s needs, providing customised solutions that internal teams might overlook.  Benefits of Hiring Salesforce Consultant Services Here are the different benefits of opting for Salesforce consultant services –  Effortless Migration to Salesforce from Other CRM Platforms If you’re transitioning to Salesforce, you’ll need to transfer all your existing data and set up the platform effectively. A professional consultant will offer migration services, ensuring a smooth setup. They will keep your data organised and accessible, helping you leverage Salesforce’s full potential. By utilising the best Salesforce products and integrations, a consultant ensures that you make the most out of the platform’s ecosystem. Customising Dashboards and Analysis Custom dashboards are essential for maximising your CRM’s value. Salesforce offers extensive options for dashboard customisation, but setting them up can be complex. A Salesforce consultant can design dashboards tailored to your business needs, enhancing data analysis and streamlining access to critical information. They will help you identify pain points and create user-friendly systems that complement your business processes. Training and Support Salesforce frequently updates its platform, and keeping up with these changes can be challenging. A consultant can guide you through necessary upgrades, ensuring you capitalise on the most beneficial features for your organisation. They also provide comprehensive training for your employees, boosting their productivity and confidence in using the platform. This support minimises the need for help tickets and ensures a seamless experience. Maintaining an Organised System To keep your Salesforce system functional and effective, regular data organisation is crucial. Salesforce consultants can perform periodic audits, clean up disorganised records, and prevent data issues. They can also create custom wizards to ensure consistency in data entry, improving overall data quality and simplifying the quoting process. Enhancing Lead and Customer Acquisition Effective collaboration and communication within your sales team are key to finding new leads and customers. A Salesforce consultant can set up systems that facilitate team collaboration and create checklists for managing large accounts. They can also implement gamification techniques, such as leaderboards, to motivate sales representatives and improve performance. Additionally, consultants help integrate Salesforce with other platforms to enhance customer engagement and lead management. Tailoring Reports for Insightful Analysis Standard reports may not always meet your specific needs. A Salesforce consultant can design custom reports that provide relevant insights for different roles within your organisation. These tailored reports allow you to extract valuable information, making Salesforce not just a data storage tool, but a powerful platform for strategic decision-making. Conclusion Partnering with a Salesforce consultant can be a game-changer for your business. They can help you unlock the full potential of your Salesforce investment. This, in turn, leads to improved efficiency, enhanced customer satisfaction, and increased profitability. Brysa is the UK’s leading Salesforce consultant offering consulting, implementation, and maintenance services. We can be the ultimate key to elevating your business to new heights and staying ahead of the competition. To know more

Salesforce Marketing Cloud Explained: Benefits & Features

Salesforce Marketing Cloud Explained

What if you had the superpower to understand what your customers want? As an add-on, what if you could send hyper-personalised messages to each one of them? One thing is sure, this can definitely boost your conversion rates. With Salesforce Marketing Cloud (SFMC), this is absolutely possible. You can create tailor-made marketing campaigns plus a lot more using this powerful system. So what is the Salesforce Marketing Cloud and how useful it is for today’s businesses? Let us find the answers to these questions in this article where we will take you through the definition, features, and benefits of SFMC. What is Salesforce Marketing Cloud?  Salesforce Marketing Cloud(SFMC) is an umbrella term for a multitude of related products each capable of handling different marketing functions individually. It could include anything from multi-channel campaign execution to designing a dynamic customer journey. As you would have rightly guessed, SFMC is an integral part of the Salesforce ecosystem and is integrated with other Salesforce platforms so that you have a Single Source Of Truth for all your customer information. The goal of SFMC is simple – to tailor your customer interactions, thereby increasing brand loyalty, and ultimately enabling you to close more deals. What does Salesforce Marketing Cloud include? SFMC typically includes two types of modules viz. Studios (to manage content and specific marketing channels) and Builders (to manage data and campaign automation). Here are the different products under them –  Email Studio This lets you personalise email messages by leveraging data from Sales Cloud, Service Cloud, and various other sources. You can send promotional, transactional, and triggered messages with ease. It also equips you with advanced capabilities like segmentation, automation, and predictive capabilities to enhance your email marketing efforts.  Mobile Studio This lets you engage customers at the perfect moment using SMS, MMS, push messaging, and group messaging. You can target your messages based on events, location, proximity, and more to ensure timely and relevant communications. Marketing Cloud Advertising This module lets you utilise customer data to fuel your digital advertising and manage ad campaigns effectively. You can also Improve customer acquisition with lookalike audiences, re-engage inactive customers, and optimise advertising efforts throughout the customer journey. Journey Builder This lets you craft seamless customer journeys across email, mobile, advertising, websites, and the Internet of Things. It helps in creating a consistent experience across marketing, sales, and service channels. Audience Builder You can create a comprehensive view of each customer by integrating information from various sources. It lets you target specific audiences and segments throughout the customer journey, shifting from mere data management to building meaningful relationships. Personalisation Builder You can leverage Einstein’s predictive intelligence to enhance personalisation via this product. You can also use machine learning algorithms to pair customer profiles with the most relevant content, automatically delivering personalised experiences to each individual. Content Builder This lets you centralise the management of all your content and assets in one location. You can utilise advanced search and tagging capabilities to handle assets efficiently. You can even securely share and approve content for use across the enterprise. Analytics Builder This product lets you measure and track the performance of your campaigns and customer journeys. You can gain new insights about your customers through comprehensive reporting and predictive analytics, allowing for data-driven decision-making and optimisation. How does Salesforce Marketing Cloud aid your growth journey? Saleforce Marketing Cloud can be a strong catalyst for your business’s growth journey. Here are three ways in which it achieves the same –  Make Data-Driven Marketing Decisions SFMC empowers you to make informed, data-driven marketing decisions by providing a single source of truth for all your data needs, along with access to comprehensive analytics and insights. For instance, with tools like Audience Builder and Journey Builder, you can segment your audiences precisely, track their behaviours, and measure the effectiveness of your campaigns. This data-centric approach allows for the optimisation of marketing strategies in real-time, ensuring that your efforts are continually refined, and you make well-informed marketing decisions to achieve better results.  Leverage the Power of AI to Drive Growth The integration of artificial intelligence (AI) within Salesforce Marketing Cloud, primarily through Salesforce Einstein, revolutionises the way you approach marketing. Einstein AI offers predictive analytics, personalisation, automation, and GenAI capabilities that drive significant growth for your business. For instance, it can predict customer behaviour, recommend the best times to engage, and personalise content on an individual level. Another example would be Einstein’s predictive scoring feature which can identify which leads are most likely to convert, allowing you and your team to focus your efforts on where they’ll have the most impact. Such intelligent approaches not only save time but also maximise your marketing ROI. Uniting Salesforce Tech Stack for Harmonised Growth Salesforce Marketing Cloud seamlessly integrates with the broader Salesforce ecosystem and other external platforms like Slack and Sharepoint. This helps in creating a unified tech stack that supports harmonised growth. Simply put, when you connect Marketing Cloud with platforms like Salesforce Sales Cloud, Service Cloud, Accounting Seed, and Commerce Cloud, you effectively ensure that all customer touchpoints are aligned and working towards common goals. For example, data from Sales Cloud can help shape marketing strategies that are developed using Marketing Cloud. This ensures that your marketing efforts are always aligned with sales objectives. Also, it breaks down silos within the organisation, promoting collaboration and ensuring that every department is contributing to the overarching growth strategy. Increase the shelf life of your business with the Salesforce tech stack If you want to extend the shelf life of your business, you need to make sure that your customers have seamless and positive experiences at every touchpoint. There is no other way. Thankfully, the Salesforce tech stack constituting SFMC helps in achieving this through the following: It provides a holistic view of your customer journey and allows you to deliver consistent and personalised experiences across channels.  SFMC and other Salesforce products are carefully designed to help you stay ahead of the curve

Salesforce vs HubSpot: Which is the Right Choice for You?

Comparison Guide Salesforce vs HubSpot

If your business operations involve managing sales and prospects on a regular basis, then you definitely need a CRM or Customer Relationship Management software. No second thoughts there. A CRM helps in tracking your prospects, nurturing them into customers, and developing a long-lasting relationship with them. It achieves this by offering data-driven insights that you’d typically miss without a CRM.  Now, the market is flooded with a plethora of CRMs, but if we have to pick two, it will invariably be Salesforce and HubSpot, the two market leaders. But which is better of the two? Let’s find out as we take you through a detailed comparison between the two platforms and help you pick one for your business. Salesforce: At a Glance It is a cloud-based CRM software useful for finding prospects, closing deals, and connecting deeply with customers to turn them into loyal advocates of your business. Salesforce offers a complete product portfolio that includes CRM apps for sales, service, marketing, and commerce. Artificial intelligence is ingrained in the entire Salesforce technology stack so that it becomes effortless to deliver personalised experiences to your customers. One of the reasons why most people prefer Salesforce is its customisation and integration capabilities. These two features are a necessity for most modern businesses looking to drive their sales. HubSpot: At a Glance HubSpot is another popular CRM software with a focus on inbound marketing. Some of the core functions offered by HubSpot include activity tracking, pipeline visibility, real-time chat with customers/prospects, and a repository for contact information. Like Salesforce, it operates in the cloud, so all your customer data is always in sync across devices and can be accessed even on the go. One reason for the immense popularity of HubSpot is its simplified user interface. The platform is quite user-friendly and can offer value from day one without much training.  Hubspot vs. Salesforce: Key Differences With that basic introduction about HubSpot and Salesforce, let us now compare the two platforms on different key parameters.  Salesforce vs HubSpot: Pricing HubSpot is one of the few CRMs in the market to offer a free plan. While the features are quite basic, this plan might still suffice for very small businesses with limited customer management needs. HubSpot also offers a handful of affordable plans starting from $15 per user per month. There is also a free 14-day free trial on all the paid plans. On, the other hand, Salesforce does not offer any free plans but has a more extensive free trial for 30 days. The paid plans start at $25 per user per month and can go to $500 per user per month.  Winner: HubSpot, mainly because of its affordable plans.  Salesforce vs HubSpot: Dashboards & Reporting HubSpot’s dashboards are intuitive and powerful, but they are no match to the advanced and more capable dashboard of Salesforce that covers real-time sales analytics, trend analysis, predictive analytics, and customer segmentation. It is covered in all the plans except the Starter Suite. HubSpot, on the other hand, offers more basic reports related to sales activity, sales forecasting, website activity, and individual email performance in their paid plans. If you want advanced analytics capabilities, you need to sign up for their Enterprise plan, which could burn a hole in your pockets.  Winner: Salesforce, thanks to in-depth and comprehensive reports that can give a much deeper understanding of your sales performance and customer behaviours. Salesforce vs HubSpot: AI Capabilities The market is already flooded with a variety of AI productivity tools. This can make it harder for most platforms to keep up with the top ones. Thankfully, both Salesforce and HubSpot have taken on the challenge and integrated some of the most advanced AI features into their platforms to decrease time spent on administrative tasks. Salesforce’s AI engine, Einstein offers many of the GenAI features such as forecasting, text generation, and conversational bot creation. There is also a useful prediction builder that enables you to generate custom forecasts based on user data. Even HubSpot is not lagging behind, as you will see plenty of prompts to interact with a built-in AI chatbot that can suggest workflow enhancements, provide data-based insights, and dive into predictive analytics.  Winner: Salesforce. While HubSpot’s AI capabilities are more integrated into its platform, Salesforce’s AI capabilities are slightly more advanced and customisable, giving it a slight edge.  Salesforce vs HubSpot: Onboarding & Ease of Use Both platforms have great onboarding processes, plenty of tutorial guides, and a thriving community to answer any query. HubSpot displays your onboarding journey in the form of milestones, highlighting what you need to do to get going. The best part about HubSpot is how its apps and features are built right into the platform. The layout is also pretty neat and easy to navigate, even if you are new to CRMs. Salesforce, on the other hand, has a more hands-off approach. It walks you through the platform with the help of pop-ups and pre-created demos as you explore its different functions. The layout is also slightly complicated, and your team might need initial handholding from Salesforce experts.  Winner: HubSpot. While Salesforce might have a strong onboarding experience, it is slightly difficult for newbies to navigate because of how its dashboard and features are laid out in the system.  Salesforce vs HubSpot: Customisability In Salesforce, you can add specific new features with the help of standalone apps. If that’s not enough, you can also access their custom coding function to tailor any component that you want. This is extremely beneficial for those businesses that operate with very specific business processes and want a single source of truth for all their operations. Salesforce also has the Code Builder to allow users to develop from anywhere without any additional software. HubSpot’s features can be customised to a good extent too through a no-code process. You can even create custom objects, modify properties, and associations to manage specific data models within HubSpot. Winner: Salesforce, because of its more robust coding capabilities

Accounting Seed vs. Quickbooks vs. Sage vs. Xero: A Detailed Comparison

Accounting Seed vs. Quickbooks vs. Sage vs. Xero

Are you using Excel or other outdated accounting software to track your cash flows, expenses, and other financial processes? Then we’ve got some bad news for you. Most of your competitors are marching ahead in financial management as they have embraced modern and more powerful accounting software to manage their day-to-day operations. Now, the big question is – what are the top accounting platforms currently available? You will find the answer in this post as we are going to compare four really popular platforms and help you select one for your business. Software #1: Accounting Seed Accounting Seed is a native Salesforce application with a focus on accounting and financial management. Since the tool is hosted in Salesforce SSOT ecosystem, it works seamlessly with other Salesforce tools. Accounting Seed also handles every aspect of your financial workflows, right from billing and ledger to accounting and compliance. It is one of the few platforms that has the capability to deal with multiple currencies. This makes it a great option for companies with a wide global footprint. Analytics Capabilities Accounting Seed comes loaded with various dashboards to gain full visibility on your finance KPIs. Thanks to integration with other Salesforce tools, there is depth to the insights generated, and you will get a better understanding of how finance is impacting all aspects of your business. Accounting Seed also gives you access to data rich recipes and trending data with the ability to perform ad-hoc, multi-dimensional analysis. The most popular dashboards in Accounting Seed include P&L, Revenue, Expenses, Balance Sheet, and Ledger Inquiry. Software #2: Quickbooks QuickBooks is a cloud-based financial software owned by Intuit. It lets you effectively manage your finances and perform advanced accounting and bookkeeping tasks. The QuickBooks ecosystem supports integration with hundreds of applications. The most popular ones include QuickBooks Payroll, QuickBooks Time, and QuickBooks Capital. Unfortunately, to fully utilise some of QuickBooks’ most powerful functions, you need to have a sound understanding of accounting. The software often poses challenges for beginners due to its complexity. Analytics Capabilities QuickBooks offers a plethora of pre-designed financial reports and dashboards. You can use them to analyse invoices, profit and loss statements, and track overall accounting performance. It can also be integrated with external data sources, facilitating the creation of comprehensive, cross-functional reports and dashboards. A standout feature of Quickbooks is the Company Snapshot, which offers a 360-degree overview of key metrics such as purchases, invoiced amounts, and profits. Software #3: Sage Sage, helps in increasing the operational efficiency of your accounts and finance teams. It is one of the few accounting platforms to be endorsed by the AICPA (American Institute of Certified Public Accountants), making it a popular choice among CPAs. One of the positives about this tool is its quarterly updates. It keeps adding new features and product enhancements regularly to scale your accounting operations. However, Sage might not be your best bet if you are a fast-growing enterprise. If you suddenly need to manage a large transaction volume or have multiple users working in the system simultaneously, the software’s performance might get hampered pretty quickly. Analytics Capabilities Sage provides access to 150 built-in financial reports and the ability to create custom reports easily. It offers multi-dimensional visibility into income statements, balance sheets, cash flow statements, and more. You can compare operational statistics with financial metrics to make informed decisions and identify trends and deviations with built-in charts and visualisations. Software #4: Xero The final tool in the list is Xero which is tailored for small and medium-sized businesses. In fact, it lacks several features that are needed to support the complex requirements of large enterprises. However, if you are willing to modify your workflows to fit Xero, it can still serve as a cost-effective solution for you. The tool also allows the development and integration of third-party apps within its ecosystem. Right now, there are 700+ third-party apps available for functions such as invoicing, expense recording, and more. Analytics Capabilities Xero offers all the necessary analytics features, including the ability to track metrics like income and expenses, identify and compare trends for different timeframes, and even run reports. But what sets it apart from the rest is its advanced analytics capabilities, including the ability to predict future cash flows and generate insights for better clarity about future financial trends. For instance, you can make AI-powered forecasts for recurring payments of bills and invoices. Key Factors to Consider While Selecting a Bookkeeping Platform Choosing the right accounting platform is crucial for ensuring well-oiled financial operations. Here are some key factors to consider when selecting an accounting platform: 1. Ease of Use The platform you choose must be user-friendly, with an intuitive interface. It should be easy for your team to navigate and perform different tasks. In other words, it should be usable from day one, even if you or your team has limited accounting knowledge. 2. Features and Functionality Carefully evaluate the features offered by the platform and see if it meets your basic requirements. Must-have features of accounting software include invoicing, expense tracking, bank reconciliation, payroll management, and financial reporting. Nice-to-have features include project accounting, multi-currency support, and inventory management. 3. Integration Capabilities A good accounting platform should integrate seamlessly with other applications your business uses. It could be anything from CRM systems like Salesforce to communication systems like Slack. Integration helps to automate data entry and ensure consistency across different business functions. Check out how an integrated accounting system improved time and resource efficiency by over 30%. 4. Scalability As your business grows, your accounting needs will evolve. Choose a platform that can scale with your business. The platform must have the capacity to handle increased transaction volumes and complex financial operations. 5. Security Security is critical when dealing with financial data. Ensure the platform employs robust security measures, such as data encryption, secure user authentication, and regular security updates. Our Recommendation Brysa recommends Accounting Seed as it is the only platform that checks all the above