Hidden Gems That Give You Greater Power on Your Salesforce B2B eCommerce Platform - PowerPoint PPT Presentation

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Hidden Gems That Give You Greater Power on Your Salesforce B2B eCommerce Platform

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Title: Hidden Gems That Give You Greater Power on Your Salesforce B2B eCommerce Platform


1
Hidden Gems That Give You Greater Power on Your
Salesforce B2B eCommerce Platform
2
Overview
Salesforce has traditionally been a B2B ecommerce
platform. As a result, it has always offered
conventional B2B features to its clients. B2B
differs from B2C deliverables in a number of
aspects. If we do a basic B2C and B2B ecommerce
platform comparison, we will find wide
differences in functions and tools. These
differences arise from the fundamental
distinctions in how B2B and B2C markets operate.
  • B2B purchases are based more on logic and
    standardized processes, while B2C are
    emotionally driven.
  • B2C focuses greatly on brands and gratification,
    while B2B is more about long-term benefits and
    relationships.
  • B2B processes have a high requirement for details
    and in-depth analysis, while B2C customers look
    for a simplified process.
  • B2Bs target demographic is much more niched than
    B2C.

That is why, when Salesforce wanted to foray into
the B2C market, it found it easier to acquire a
company that worked in the B2C sector than
developing their own solution from scratch.
However, over the years, Salesforce has shown a
growing tendency for cross-adoption of solutions
and techniques from B2C operational methodologies
to its B2B offerings.
02
3
Hidden Salesforce Features of the B2B Ecommerce
Platform Worth Knowing About
03
1) SalesForce Sites Previously, if you wanted to
give the general public access to any business
information about your organization, you would
have to create a website from scratch, from
buying server space to creating the API
integrations, to display the required
information. But Salesforce sites cut down the
process manifold.
2) Analytics Snapshots Analytics Snapshots can be
thought of as a technique of creating reports
from historical data that is recorded based on a
schedule. It allows you to record data from a
source report in tabular or summary form onto
matching fields in a custom object. These fields
would then be mapped onto a target object based
on a set schedule.
4
3) Auto-response Rules One tendency of many B2B
managers is to manually create responses to
every action by the lead or client in an attempt
to highly tailor the experience. After all,
personalized client relationships are an
extremely crucial B2B ecommerce strategy for
success.
4) Salesforce Omnichannel Salesforce omnichannel
B2B commerce operations have slightly different
connotations from the B2C, meaning those we are
accustomed to. Salesforce Omnichannel is an
automation tool that streamlines the process of
task delegation within your organization.
5) Big Deal Alerts Big Deal Alerts allows you to
set up email notifications for specific
Opportunities to be sent to relevant users
selected by you when the Opportunity reaches a
certain threshold amount and probability, also
set by you.
04
5
6) Dynamic Forms Dynamic Forms, although a Non-GA
Preview feature, is still quite revolutionary
and useful. It is the next generation of page
layouts, allowing criteria-based customization
and configuration. It allows you to modify
blocks and fields on the Lightning record page
using the App Builder itself.
7) In-App Guidance Builder The In-App Guidance
Builder allows you to achieve granularity in the
onboarding and training process of users. The
Builder allows you to completely customize the
process and engage with the user in a
personalized manner based on their action or
lack thereof.
05
6
8) Einstein Reply Recommendations
Einstein was Salesforces reply to AI and
Einstein Reply Recommendations that harnesses
the power of AI and natural language processing
as much as you can expect. It is still in the
pilot stage and offered in a highly selective
manner, but those who do have it should use it
to their full advantage.
9) Einstein Content Selection and Copy Insights
These two features are useful in the creation of
engaging and tailored messages for clients. The
first feature helps create messages containing
those assets that will appeal to the customer.
The recommendations are made based on previous
behaviour and actions of the client.
06
7
Harnessing The Right Tools and Resources
07
It is quite surprising that, despite some of
these tools being around for a long time or
being highly publicized, people are thinking
twice, thrice, or more before using them. Using
a new feature can be daunting, but Salesforce
provides a robust and rich resource and support
backup to help you learn. And now, with Quick
Start Solutions, there are fewer things to worry
about. And now, with Docmation, it has become
even easier to Scale Up for Growth with
Salesforce Commerce Cloud Quick-Start Solutions.
You can explore the features and find out more
about our packages here.
8
Contact us
14704008988 info_at_docmation.com
www.docmation.com
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RESERVED.
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