Change is constant in the business world, and with it comes new opportunities for growth and innovation. At Xenogenix we are known for our excellence in customer relationship management and cloud technology solution which is why we’re excited to announce a shift in leadership. Mike McIntyre and Mark Riley, the company’s founders, are stepping back from the day-to-day operations, ushering in a new era of leadership. We welcome David Ryles and Dwayne Schnepel as the new Joint CEO’s.

As Xenogenix looks to the future, we reflect on the incredible journey these two visionaries have taken the company on. Since 2002, their dedication, hard work, and unwavering commitment have transformed Xenogenix from two guys and a business process improvement consultancy into a leading Salesforce consultancy. Their leadership has been instrumental in establishing the company’s reputation for innovation in the Salesforce ecosystem. Mike and Mark will remain involved in the company as directors and are committed to playing an instrumental role behind the scenes while closely supporting the incoming company leadership. 

While the founders stepping back from day-to-day operations is a significant moment, Xenogenix is excited to announce the appointment of David Ryles and Dwayne Schnepel as the new Joint Chief Executive Officers. This transition represents a natural evolution for the company as it continues to grow and adapt to the ever-changing landscape of technology and Salesforce solutions.

Dwayne Schnepel, Xenogenix longest-standing and first-ever employee, is an integral part of Xenogenix’s success story. He brings a wealth of experience and a deep understanding of the company’s values and goals. His expertise in business development, business process improvement and all things Salesforce will further strengthen Xenogenix’s position as a leader in the industry.

David Ryles has been with Xenogenix for several years, and his journey from a consultant to the role of CEO is a testament to his dedication and expertise. David has led the creation and growth of the Certinia practice within Xenogenix and his in-depth knowledge of finance in the cloud, combined with his strong leadership skills, makes him an ideal candidate to lead Xenogenix into the future.

Under the guidance of David and Dwayne, Xenogenix will continue to provide exceptional consulting and professional services to its clients. The company remains committed to delivering innovation, customer satisfaction, and excellence in service. In the next phase for the business, Dwayne and David will be focussing on building on the current success and continuing the company growth by focusing on project success, client relationships and employee wellbeing, making Xenogenix an even better company to work with and for. 

Mike and Mark will always be a part of Xenogenix’s history, and their legacy will continue to inspire the company’s employees and clients alike. As we move forward with new leadership, we look to the future with optimism and excitement, knowing that Xenogenix is in capable hands.

The entire Xenogenix team, from employees to clients, joins in expressing our gratitude to Mike and Mark for their hard work and dedication. We also extend our warmest congratulations to David Ryles and Dwayne Schnepel on their new roles as Joint CEO’s. The future is bright, and we are excited to continue our journey of excellence and innovation under their leadership.

Stay tuned for exciting developments and new opportunities as Xenogenix’s story enters its next chapter with David and Dwayne at the helm.

Harnessing the power of a robust Customer Relationship Management (CRM) system is essential for staying competitive in todays marketplace. over the course of the last decade Salesforce has emerged as a trailblazer, offering versatile solutions that reshape how businesses interact with their customers. Yet, the journey from CRM implementation to optimisation can be intricate. This is where a specialised Salesforce consultancy like Xenogenix plays a pivotal role, bridging the gap between technology and your business objectives.

Why Opt for a Salesforce Consultancy

As the demand for CRM expertise intensifies, working with with the right consultancy can be a game-changing decision. The significance of partner with a knowledgeable consultancy like Xenogenix shouldn’t be underestimated, here are just a few of benefits:

1. Tailored Solutions: In the world of CRM, one size rarely fits all. A specialised consultancy brings your unique business processes to the forefront, customising Salesforce to align seamlessly with your operations and goals.
2. Strategic Alignment: Successful CRM implementation transcends mere technological adoption. With Xenogenix as your partner, you gain access to expert insights that enable you to align CRM with your overall business strategy, fostering growth and enhancing customer experiences.
3. Data-Driven Decision Making: Data is invaluable, but its potential lies in turning it into actionable insights. With Xenogenix, your Salesforce platform is meticulously optimised for analytics, empowering you to make informed and impactful decisions.

Key Services Offered by Xenogenix

1. Implementation Excellence: Xenogenix understands that a smooth implementation lays the foundation for CRM success. Our experts navigate the complexities to ensure a seamless transition to Salesforce, minimising disruptions and maximising user adoption.
2. Customisation for Precision: Salesforce’s strength lies in its flexibility. Xenogenix’s consultants leverage this strength to customise the platform according to your unique requirements. From streamlining processes to designing personalised customer journeys, we ensure every facet resonates with your business ethos.
3. Harmonious Integration: Your CRM doesn’t function in isolation. A consultancy like Xenogenix ensures that Salesforce integrates harmoniously with your existing tech stack, creating a unified ecosystem that drives operational efficiency.
4. Continuous Support and Training: Embracing Salesforce isn’t a one-time affair. Xenogenix offers comprehensive training and unwavering support, equipping your team to extract maximum value from the platform and adapt to its evolving functionalities.

The Xenogenix Approach: Beyond Technology

Xenogenix’s distinctive approach extends beyond the realm of technology. We position ourselves as strategic partners in your CRM journey, leveraging our certified Salesforce expertise to craft not just solutions, but transformative experiences for your business.

Case Study: EXA Networks

Exa Networks decided they needed to shift their organisation focus onto their core business Sales and Delivery as too much time was being wasted on internal systems. Processes were incomplete and disjointed and there was a lack of scalability in the current system. Reporting was also a challenge with every report generated by code manually and data was difficult to interrogate. The result – the key delivery for this project was 100% of employees are using the system and the since working with us whole business has moved onto Salesforce.

In Conclusion: Your Path to Elevated CRM

At a time where data shapes decisions and customer interactions define triumph, an adept Salesforce consultancy emerges as your quintessential ally. With Xenogenix, the journey is more than a technology transition – it’s an empowerment to unlock the full potential of your business. We don’t simply provide CRM solutions; we are architects of your CRM strategy, architects of your success.

Are you poised to scale your CRM prowess? Reach out to Xenogenix today, and embark on a transformative journey towards CRM excellence.

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Get in touch with us to find out more about how we can work together.

In today’s dynamic business landscape, optimising sales processes is the linchpin of sustained success. To navigate the complexities of modern commerce, organisations are increasingly turning to innovative solutions. Among these, the strategic utilisation of custom Salesforce integrations stands out as a transformative strategy to streamline sales operations and elevate overall CRM efficiency. In this comprehensive exploration, we will delve into the profound impact of Salesforce integrations, elucidating their role in refining sales processes, augmenting customer engagement, and fostering seamless data-driven decision-making. By harnessing the power of tailored integration solutions, businesses can catapult their sales endeavours to new heights of productivity and profitability.

Understanding the Dynamics of Salesforce Integrations: At the heart of every efficient sales operation lies a robust Customer Relationship Management (CRM) system, and Salesforce emerges as a leader in this realm. However, many enterprises rely on an assortment of software tools, each catering to different facets of their operations. This fragmented landscape often results in data silos, redundant manual data entry, and disjointed processes. Salesforce integrations serve as the bridge that unites these disparate elements, enabling the seamless connection between Salesforce and other tools in your technological arsenal.

Streamlining Sales Processes for Optimal Efficiency:

1. Automated Data Harmonisation: A pivotal advantage of custom Salesforce integrations is the facilitation of real-time data synchronisation. This obviates the need for laborious manual data input, granting sales teams access to up-to-the-minute customer information, historical interactions, and ongoing sales activities. Consequently, the ability to make informed, timely decisions is magnified manifold.
2. Cultivating Holistic Customer Insights: By intertwining Salesforce with auxiliary systems such as marketing automation platforms or customer support software, sales teams acquire an all-encompassing perspective of each customer’s journey. This deeper understanding enables personalised interactions, fortifies customer relationships, and fosters heightened satisfaction and loyalty.
3. Seamless Task Orchestration: Custom integrations empower the automatic generation of tasks, reminders, and follow-ups based on pre-defined triggers. This meticulous orchestration ensures that vital activities are never overlooked, empowering sales representatives to allocate their efforts optimally, and thus, augmenting overall productivity.
4. Empowering Real-Time Analytics: The integration of Salesforce with cutting-edge analytics and reporting tools endows organisations with real-time insights into sales performance metrics, pipeline health, and revenue projections. Armed with this data-driven acumen, sales managers can calibrate strategies, allocate resources judiciously, and adapt their approach proactively.

The Aesthetic of CRM Efficiency Heightened by Custom Solutions:

Recognising the distinctive intricacies of each business, custom Salesforce integrations emerge as the quintessential catalysts of CRM efficiency, by enabling organisations to:

• Capture and Convey Data Seamlessly: Custom integrations deftly facilitate the exchange of data between Salesforce and other integral systems, eradicating the cumbersome need for manual transfer.
• Orchestrating Lead Generation: Automation facilitated by integrations enables swift and precise lead generation and assignment, based on specific criteria, ushering in a more targeted sales approach.
• Fortifying E-Commerce Channels: The harmonisation of Salesforce with e-commerce platforms streamlines the intricate dance of order processing and inventory management, translating into heightened operational efficiency.
• Pinnacle of User Experience: Single sign-on (SSO) is emblematic of the seamless amalgamation achieved through integrations, enhancing user convenience and bolstering cybersecurity.
• Amplifying Data Pool with External Insights: Custom integrations can harmonise external databases, which can be mined for pertinent insights, ultimately enriching customer profiles and enhancing segmentation strategies.

Conclusion: In the dynamic realm of sales, where agility and efficacy reign supreme, the strategic incorporation of custom Salesforce integrations emerges as a beacon of transformation. By forging a symbiotic connection between Salesforce and an organisation’s software ecosystem, a harmonious platform is birthed, one that equips sales teams with the tools needed to work intelligently, respond astutely, and curate unparalleled customer experiences. This synergy of custom integrations unveils an unparalleled avenue to augment sales efficiency, galvanise CRM productivity, and engender sustainable revenue growth. As organisations embrace the art of bespoke integrations, a new era of sales prowess unfolds, promising heightened profitability and unassailable competitive advantage.

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Are you tired of juggling multiple software solutions and struggling to keep up with the demands of your field service operations? Look no further than Salesforce Lightning Field Service, the ultimate solution to streamline your service delivery and boost customer satisfaction. With its innovative features and cutting-edge technology, Salesforce Lightning Field Service empowers your field service agents to optimise their workflows, enhance collaboration, and deliver exceptional customer experiences. From intelligent scheduling and route optimisation to real-time updates and seamless communication, this robust platform revolutionises the way you manage your field service operations. Say goodbye to manual processes and disjointed systems, and say hello to a more efficient, productive, and customer-centric approach. Discover how Salesforce Lightning Field Service can transform your business and take your service delivery to new heights.

Understanding the challenges in service delivery

In today’s fast-paced business landscape, delivering exceptional service is no longer an option but a necessity. However, service delivery often comes with its own set of challenges. From scheduling conflicts and inefficient workflows to lack of visibility and communication bottlenecks, businesses face numerous hurdles that can impact their ability to provide timely and efficient service to their customers. These challenges not only lead to dissatisfied customers but also result in lost revenue and missed opportunities for growth.

One of the biggest challenges in service delivery is managing field service operations effectively. Coordinating multiple field technicians, ensuring they have the right tools and information, and optimising their routes can be a complex and time-consuming process. Additionally, manual processes and disjointed systems can further exacerbate these challenges, making it difficult to track and manage service requests, allocate resources efficiently, and provide real-time updates to customers.

The benefits of Salesforce Lightning Field Service

With Salesforce Lightning Field Service, businesses can overcome these challenges and achieve a seamless and efficient service delivery process. This powerful platform offers a wide range of benefits that can transform the way businesses manage their field service operations and enhance customer satisfaction.

One of the key benefits of Salesforce Lightning Field Service is its intelligent scheduling capabilities. The platform uses advanced algorithms to optimise technician schedules based on factors such as location, skills, and availability. This ensures that the right technician is assigned to the right job at the right time, minimising travel time and maximising productivity. By streamlining the scheduling process, businesses can reduce response times, increase the number of jobs completed per day, and improve overall resource utilisation.

Another major benefit of Salesforce Lightning Field Service is its real-time updates and communication features. Field technicians can receive job updates and customer information instantly on their mobile devices, eliminating the need for manual paperwork and reducing the risk of errors. They can also communicate directly with customers and other team members, ensuring smooth collaboration and faster problem resolution. Real-time updates and seamless communication not only improve the efficiency of field service operations but also enhance the overall customer experience.

Key features and capabilities of Salesforce Lightning Field Service

Salesforce Lightning Field Service offers a wide range of features and capabilities that empower businesses to streamline their service delivery and optimise their field service operations. Here are some key features that make this platform stand out:

1. **Intelligent scheduling:** Salesforce Lightning Field Service uses advanced algorithms to optimise technician schedules based on factors such as location, skills, and availability. This ensures that the right technician is assigned to the right job at the right time, minimising travel time and maximising productivity.

2. **Real-time updates:** Field technicians can receive job updates and customer information instantly on their mobile devices, eliminating the need for manual paperwork and reducing the risk of errors. This allows them to provide timely and accurate service to customers.

3. **Seamless communication:** Salesforce Lightning Field Service enables field technicians to communicate directly with customers and other team members, ensuring smooth collaboration and faster problem resolution. This improves the overall customer experience and enhances the efficiency of field service operations.

4. **Route optimisation:** The platform automatically optimises technician routes based on factors such as location, traffic conditions, and job priorities. This reduces travel time, fuel costs, and carbon emissions, while improving the number of jobs completed per day.

5. **Inventory management:** Salesforce Lightning Field Service provides real-time visibility into inventory levels, allowing businesses to track and manage their stock more efficiently. This ensures that field technicians have the right parts and equipment to complete jobs on time.

6. **Analytics and reporting:** The platform offers advanced analytics and reporting capabilities, allowing businesses to gain insights into their field service operations, identify areas for improvement, and make data-driven decisions.

Streamlining service delivery processes with Salesforce Lightning Field Service

Implementing Salesforce Lightning Field Service can streamline service delivery processes and help businesses overcome the challenges they face in managing field service operations. By leveraging the platform’s intelligent scheduling, real-time updates, and seamless communication features, businesses can optimise their workflows, enhance collaboration, and deliver exceptional customer experiences.

One of the key ways Salesforce Lightning Field Service streamlines service delivery processes is through its intelligent scheduling capabilities. By automatically assigning the right technician to the right job at the right time, businesses can minimise travel time, reduce response times, and increase the number of jobs completed per day. This not only improves overall resource utilisation but also enhances customer satisfaction by ensuring timely and efficient service.

In addition to intelligent scheduling, Salesforce Lightning Field Service also streamlines service delivery processes through its real-time updates and communication features. Field technicians can receive job updates and customer information instantly on their mobile devices, eliminating the need for manual paperwork and reducing the risk of errors. They can also communicate directly with customers and other team members, ensuring smooth collaboration and faster problem resolution. Real-time updates and seamless communication not only improve the efficiency of field service operations but also enhance the overall customer experience.

Enhancing customer satisfaction through Salesforce Lightning Field Service

One of the key goals of any business is to satisfy its customers. Salesforce Lightning Field Service helps businesses achieve this goal by empowering field service agents to deliver exceptional customer experiences. By streamlining service delivery processes, optimising workflows, and enhancing collaboration, the platform enables field technicians to provide timely and efficient service to customers, resulting in higher customer satisfaction.

One of the ways Salesforce Lightning Field Service enhances customer satisfaction is through its intelligent scheduling capabilities. By optimising technician schedules based on factors such as location, skills, and availability, businesses can minimise travel time and respond to service requests more quickly. This ensures that customers receive timely and efficient service, leading to higher satisfaction levels.

Another way Salesforce Lightning Field Service enhances customer satisfaction is through its real-time updates and communication features. Field technicians can receive job updates and customer information instantly on their mobile devices, allowing them to provide accurate and up-to-date information to customers. They can also communicate directly with customers, keeping them informed throughout the service process. Real-time updates and seamless communication not only improve the overall customer experience but also build trust and loyalty.

Implementation and adoption considerations for Salesforce Lightning Field Service

Implementing and adopting Salesforce Lightning Field Service requires careful planning and consideration. Here are some key factors to keep in mind to ensure a successful implementation:

1. **Define clear goals and objectives:** Before implementing Salesforce Lightning Field Service, it’s important to define clear goals and objectives for the project. What do you want to achieve with the platform? How will it align with your business strategy? By setting clear goals, you can ensure that your implementation is focused and aligned with your overall business objectives.

2. **Engage stakeholders:** Involving key stakeholders from different departments and levels of the organisation is crucial for a successful implementation. Engage field service agents, IT teams, and management to ensure their buy-in and active participation throughout the process. This will help to address any concerns, gather valuable insights, and ensure a smooth transition to the new system.

3. **Data migration and integration:** Consider the existing systems and data that need to be migrated or integrated with Salesforce Lightning Field Service. Plan the migration and integration process carefully to ensure a seamless transfer of data and a smooth transition for your field service operations.

4. **Training and support:** Providing comprehensive training and ongoing support to your field service agents is essential for successful adoption of Salesforce Lightning Field Service. Ensure that your agents are trained on how to use the platform effectively and provide them with the necessary resources and support to maximise its potential.

Training and resources for maximising the potential of Salesforce Lightning Field Service

To maximise the potential of Salesforce Lightning Field Service, it’s important to provide comprehensive training and resources to your field service agents. Here are some key training and resource considerations:

1. **Training programs:** Develop training programs that cover the various features and capabilities of Salesforce Lightning Field Service. Provide hands-on training sessions, online courses, and workshops to ensure that your field service agents have a deep understanding of how to use the platform effectively.

2. **User guides and documentation:** Create user guides and documentation that provide step-by-step instructions on how to use Salesforce Lightning Field Service. These resources should be easily accessible and regularly updated to reflect any changes or new features.

3. **Online communities and forums:** Encourage your field service agents to participate in online communities and forums where they can connect with other users, share best practices, and ask questions. These communities can be a valuable source of support and knowledge.

4. **Ongoing support:** Ensure that your field service agents have access to ongoing support for any questions or issues they may encounter while using Salesforce Lightning Field Service. This can include a dedicated help desk, support ticket system, or a designated point of contact within your organisation.

Conclusion: Transforming service delivery with Salesforce Lightning Field Service

In today’s competitive business landscape, delivering exceptional service is essential for success. Salesforce Lightning Field Service offers businesses a powerful platform to streamline their service delivery processes, optimise their field service operations, and boost customer satisfaction. From intelligent scheduling and real-time updates to seamless communication and advanced analytics, this robust platform empowers businesses to transform the way they manage their field service operations. By implementing Salesforce Lightning Field Service and leveraging its innovative features and capabilities, businesses can achieve a more efficient, productive, and customer-centric approach to service delivery. Say goodbye to manual processes and disjointed systems, and say hello to a new era of streamlined service delivery and delighted customers.

When it comes to Salesforce implementation, choosing the right partner can make all the difference in unlocking the full potential of this powerful platform. What makes Xenogenix stand out as a trusted and experienced Salesforce implementation partner is our dedication to delivering exceptional results for businesses across industries. In this blog, we will explore why Xenogenix is the best choice for your Salesforce implementation journey.

Extensive Salesforce Expertise:

Xenogenix boasts a team of highly skilled consultants with deep knowledge and extensive experience in Salesforce implementation. Between them all we have over 100 certifications meaning we really are one of the most qualified teams out there. With a proven track record of successful projects, our experts possess the expertise to understand your unique business requirements, translate them into Salesforce solutions, and drive your organisation towards digital transformation.

Tailored Solutions for Maximum Efficiency:

At Xenogenix, we understand that every business is unique. Our team collaborates closely with you to comprehensively understand your business processes, challenges, and goals. Leveraging our Salesforce expertise, we develop tailored solutions that align with your specific needs, optimising your workflows, enhancing productivity, maximising efficiency and fostering growth.

Proven Success Stories:

We take pride in every one of our successful implementations and we want to shout about them. That’s why our satisfied clients, spanning various industries, are happy to share their experiences with you. They have witnessed first hand the tangible benefits, including streamlined processes, improved customer experiences, enhanced data management, and increased sales performance that Salesforce. You can read more about how our clients have achieved remarkable results with Xenogenix as their trusted Salesforce implementation partner here.

Strategic Integration Capabilities:

Integration with other systems is often a critical requirement for businesses. Xenogenix excels in seamlessly integrating Salesforce with existing applications, databases, and third-party tools. Our consultants leverage their technical expertise to design and implement robust integration solutions, ensuring data integrity, streamlined processes, and a unified view of your operations. With our strategic partnerships with the likes or Certinia we are able to provide a fully rounded implementation solution.

Ongoing Support and Training:

Our partnership extends beyond the initial implementation phase. Xenogenix provides comprehensive training programs to empower your team with the knowledge and skills needed to harness the full potential of Salesforce. Additionally, our dedicated team ensures that you receive prompt assistance, ongoing system maintenance, and continuous optimisation to keep your Salesforce platform aligned with your evolving business needs. If your business needs grow over time and you need additional training

Transparent and Collaborative Approach:

Xenogenix believes that great communication is at the heart of every successful project.. We foster open communication channels, ensuring that you are always informed and involved in the implementation process. Our collaborative approach enables us to work closely with your team, understand your organisational culture, and deliver solutions that seamlessly fit into your business ecosystem.

Partnership with Salesforce:

As an official Salesforce consulting partner since 2007 Xenogenix maintains a close relationship with Salesforce, allowing us to stay at the forefront of the latest platform updates, features, and best practices. This partnership grants us access to valuable resources and support, further enhancing the quality and innovation we bring to your Salesforce implementation project.

Automate Anything:

Automation is proven to grow revenue by 25%, and the most automated businesses see a 40-75% reduction in costs, productivity is boosted by 15%.​​​​​​ Ultimately your business becomes more profitable and more convenient for customers and employees. Xenogenix are experts in automation, we can streamline almost any business process saving you both time and money.

With Xenogenix as your Salesforce implementation partner, you can embark on a transformative journey, unlocking the full potential of Salesforce to drive your business forward. Our extensive expertise, tailored solutions, integration capabilities, ongoing support, and collaborative approach set us apart as the best choice for businesses seeking Salesforce implementation excellence. Experience the power of Xenogenix and propel your organisation to new heights with Salesforce.

Contact us today to discuss how we can work together.

Its almost the time for another Salesforce release and it’s an exciting time in the Account Engagement world as we look at the new features that are going to be available to us. So what do the new features look like and how will they help us marketeers get more from Pardot?  

Trigger an External Action After a Prospect Engagement 

External actions have been around for a little while now, this feature enables you to take actions in other tools in your marketing tech stack such as registering prospects for webinars which are run on an external platform. In Summer 23, this feature is developed further as you will now be able to trigger these external actions from completion actions on your assets. In the past if someone filled in a form to register for a webinar this would need to be added to a list and sent through engagement studio to trigger the action – it can now be done directly from the form, saving time and effort.  

Convert Unused Dynamic Lists to Static Lists 

Multiple historical dynamic lists may be running in your Account Engagement org which could be using up processing power. You can now convert old and unused dynamic lists to static lists, so you keep the data without using up that valuable processing power. The great news is you can do this on mass, by filtering your lists by unused dynamic lists and mass selecting the ones you want to convert – a quick job which can make a difference!   

Get First-Touch Attribution When Visitors Consent to Tracking 

In a new compliance and data protection feature, tracking cookies are now added retroactively after a prospect confirms consent. Previously, tracking cookies were added before a prospect clicked the consent banner and then deleted if they didn’t consent. So no cookies are added unless consent has been given.  

Monitor Prospect Changes  

Another feature which will help in the useage of processing power is the ability to use the optimizer to identify which features are making the most changes to your prospects and where the processing power is mostly being used. As we can see in the image below our dynamic lists are using up a lot of processing power so using this in conjunction with converting our unused dynamic list to static we can increase the health of our org.  

There is just a quick overview of the ones we are most excited about. There are quite a few additional features in the new release we haven’t covered which you can find here.

In today’s competitive business landscape, effective marketing and sales strategies are paramount to success. To stay ahead of the curve and engage with your target audience, utilising powerful marketing automation tools is essential. Salesforce Marketing Cloud Account Engagement, formerly known as Pardot, is a comprehensive solution designed specifically for B2B marketing needs. In this blog, we will explore the reasons why your business should consider leveraging the power of Salesforce Account Engagement. 

Tailored for B2B Marketing Excellence 

Salesforce Account Engagement is purpose-built to cater to the unique demands of B2B marketing. Unlike generic marketing automation platforms, Account Engagement focuses on the intricacies of business-to-business interactions.  

Account Engagement equips you with a range of tools to effectively engage with other companies, professionals, and key stakeholders. Its account-based marketing (ABM) capabilities enable you to identify and target specific accounts and decision-makers, delivering personalised and relevant content. 

Comprehensive Lead Generation and Nurturing 

A crucial aspect of any marketing strategy is generating high-quality leads and nurturing them throughout the buyer’s journey. Account Engagement excels in this area, offering a wealth of features to optimise lead generation and nurturing processes. 

With Marketing Cloud Account Engagement, you can easily capture leads through forms, landing pages, and website tracking. Its intuitive interface allows you to create and customise forms and landing pages without the need for extensive coding knowledge.  

Once leads are captured, Account Engagement empowers you to nurture them effectively. Through automated lead nurturing campaigns, you can deliver personalised content and engage with prospects at various stages of the buying cycle. By utilising dynamic content and intelligent automation, you can tailor messaging based on lead attributes, behaviors, and interests, resulting in higher engagement and conversion rates. 

Seamless Salesforce and Marketing Cloud Account Engagement Integration 

One of the significant advantages of Account Engagement is its seamless integration with Salesforce CRM. As a part of the Salesforce ecosystem, Account Engagement effortlessly synchronises data and processes, providing a unified platform for sales and marketing teams. 

The integration ensures that leads generated through Account Engagement are automatically transferred to Salesforce CRM as leads or contacts. This eliminates the need for manual data entry and ensures data consistency across both platforms. Sales teams can access lead information directly in Salesforce, streamlining lead management and enhancing collaboration between marketing and sales. 

Enhanced Lead Scoring and Qualification  

Accurate lead scoring and qualification are crucial for efficient sales pipeline management. Account Engagement offers robust lead scoring capabilities that help prioritise leads and focus resources on the most promising opportunities. 

By assigning scores based on predefined criteria and lead behaviors, you can identify hot leads that are more likely to convert. The integration with Salesforce CRM ensures that lead scores and qualification criteria are readily available to sales representatives. This allows sales teams to prioritise their efforts, focusing on leads with higher scores and greater potential for conversion. 

Account Engagement also facilitates lead qualification by providing real-time alerts and notifications when leads exhibit specific behaviors or reach certain scoring thresholds. These alerts enable sales representatives to take immediate action and engage  

with leads at the right time, increasing the chances of successful conversions. 

In addition to lead scoring, Account Engagement offers lead grading capabilities. Lead grading considers factors such as company size, industry, and job title to assess the quality and fit of a lead within your target market. This helps sales teams quickly identify leads that align with your ideal customer profile, enabling more efficient and targeted outreach. 

Personalised and Targeted Marketing Campaigns  

 In today’s era of personalised marketing, generic mass campaigns are no longer effective. Marketing Cloud Account Engagement empowers your business to deliver personalised and targeted marketing campaigns that resonate with your B2B audience. 

Through dynamic content and email marketing automation, you can tailor messaging based on lead attributes, preferences, and behaviors. By delivering relevant and personalised content to prospects, you enhance engagement and foster stronger relationships. Account Engagement’s segmentation capabilities allow you to group leads based on various criteria, such as industry, job title, or engagement level, ensuring that your campaigns reach the right audience with the most relevant content. 

Furthermore, Account Engagement enables you to leverage the power of account-based marketing (ABM). ABM focuses on targeting specific accounts rather than individual leads, aligning your marketing efforts with your sales goals. With ABM, you can personalise your messaging and campaigns for key accounts, reaching multiple stakeholders within those accounts and driving stronger engagement and conversions. 

Robust Reporting and Analytics  

Effective marketing requires data-driven decision-making, and Account Engagement provides robust reporting and analytics capabilities to support this. The platform offers a range of built-in reports and dashboards that provide valuable insights into marketing performance, lead generation, campaign effectiveness, and more. 

You can measure key metrics such as email open rates, click-through rates, conversion rates, and overall campaign ROI. These insights help you understand which marketing initiatives are driving results and which areas may require optimisation. With real-time visibility into campaign performance, you can make data-driven decisions to refine your strategies and allocate resources effectively. 

Account Engagement’s reporting capabilities extend beyond marketing metrics. The integration with Salesforce CRM allows you to analyse the impact of marketing activities on the sales pipeline. You can track campaign influence on opportunities, measure revenue generated from marketing initiatives, and gain a holistic view of your marketing and sales alignment. 

How Can We Help with Your Marketing Cloud Account Engagement Implementation? 

 Xenogenix is a highly experienced and reputable Salesforce consulting partner that can provide valuable assistance with Salesforce Account Engagement implementation. Here’s how Xenogenix can help your organisation: 

1. Expertise in Salesforce Platform: Xenogenix has extensive expertise in implementing and customising Salesforce solutions. With their deep understanding of the Salesforce platform, they can effectively configure and optimise Account Engagement features to align with your specific business requirements. 

2. Needs Assessment and Strategy Development: Xenogenix will work closely with your organisation to assess your needs, goals, and existing processes. They will help you develop a comprehensive strategy for implementing Account Engagement, ensuring that it aligns with your overall sales and marketing objectives. 

3. Customisation and Configuration: Account Engagement implementation often requires customisation and configuration to match your unique business processes. Xenogenix’s team of Salesforce experts will tailor the solution to your specific requirements, automation and nurture journies, and campaign management functionalities to maximise the benefits of Account Engagement. 

4. Integration with Existing Systems: Xenogenix understands the importance of seamless integration between Salesforce and other systems within your tech stack. They will ensure that Account Engagement integrates smoothly with your existing CRM, marketing automation, and other relevant systems, allowing for seamless data flow and consistent customer information across platforms. 

5. User Training and Adoption: Successfully implementing Account Engagement goes beyond technical setup. Xenogenix will provide comprehensive user training to your sales and marketing teams, enabling them to effectively utilise the features and functionalities of Account Engagement. They will ensure that your team understands how to leverage Account Engagement to drive engagement, nurture leads, and enhance the customer experience. 

6. Ongoing Support and Maintenance: Xenogenix offers ongoing support and maintenance services to ensure the smooth operation of Account Engagement. They will address any issues, provide regular updates, and offer guidance on best practices for maximising the benefits of Account Engagement as your business evolves. 

By partnering with Xenogenix for your Salesforce Marketing Cloud Account Engagement implementation, you can leverage their expertise, experience, and best practices to achieve a successful and effective deployment. Xenogenix will work closely with your organisation to deliver a customised solution that enables you to engage with your target accounts more effectively, streamline your sales and marketing processes, and drive business growth. 

Our long-term trusted partner FinancialForce, a cloud-based enterprise resource planning (ERP) software provider, have recently revealed their major rebranding effort. The company have unveiled their new name, Certinia, a new logo and a new website, signaling a shift in focus for the company. In this blog, we’ll take a closer look at what ERP is, and why FinancialForce’s rebranding to Certinia is significant for the ERP industry. 

What is ERP?

What is ERP? ERP stands for enterprise resource planning, which is a type of business software that helps organisations manage and automate their core business processes. These processes typically include finance, human resources, inventory management, and supply chain management. ERP software provides a single, integrated view of an organization’s data and processes, helping to streamline operations and improve efficiency. 

ERP systems are used by organisations of all sizes and in a variety of industries, from manufacturing and retail to healthcare and education. The ERP market is expected to grow significantly in the coming years, with some estimates projecting a compound annual growth rate of over 7% through 2027. 

 Why Rebrand?

FinancialForce’s Rebranding to Certinia So, what does FinancialForce’s rebranding to Certinia mean for the ERP industry? For starters, it signals a renewed focus on the needs of service-based organisations. FinancialForce has traditionally focused on providing ERP software for service-based businesses, such as consulting firms, professional services organizations, and non-profits. With the rebranding to Certinia, the company is doubling down on this focus, with a renewed commitment to providing ERP solutions specifically tailored to the needs of service-based businesses. 

According to Tod Nielsen, CEO of Certinia, “Our rebranding to Certinia reflects our renewed focus on the needs of service-based businesses. We are committed to providing our customers with the tools they need to manage their operations more efficiently and effectively, so they can focus on what they do best – delivering exceptional services to their clients.” 

Certinia’s ERP Solutions for Service-Based Businesses So, what does Certinia’s ERP software offer that sets it apart from other ERP solutions on the market? For one, it’s designed specifically for service-based businesses, with features and functionality tailored to the unique needs of this industry. For example, Certinia’s ERP software includes tools for project management, time and expense tracking, and revenue recognition – all critical functions for service-based businesses. 

Certinia’s ERP software is also built on the Salesforce platform, which provides a range of benefits for users. For one, it’s highly customisable, allowing organisations to tailor the software to their specific needs. It also integrates seamlessly with other Salesforce products, such as Salesforce CRM, allowing for a single, integrated view of an organisation’s data. 

In addition to its ERP software, Certinia also offers a range of other solutions for service-based businesses, including professional services automation (PSA) software, customer relationship management (CRM) software, and revenue management software. 

Why Should I Choose Xenogenix?

If you are considering implementing Certinia’s ERP solutions for your service-based business, partnering with a trusted and experienced implementation partner is vital for your success. Xenogenix is a leading Certinia implementation partner with a wealth of experience in helping businesses optimise their operations and achieve their goals through Certinia’s innovative software solutions. With a deep understanding of the ERP space and a strong commitment to customer satisfaction, Xenogenix is well equipped to help you with all of your requirements, from implementation to ongoing support and optimisation. So if you’re ready to take your service-based business to the next level with Certinia, don’t hesitate to contact us today. 

Get In Touch With Us Today

If you would like to find out more about how Xenogenix can help you with all you Certinia needs then complete the form below and one of our expert team will be in touch soon.

Professional Services Automation (PSA) software is a specialised tool that is designed to streamline the management of professional services businesses, such as consulting firms, IT service providers, and marketing agencies. PSA software enables these businesses to manage their projects, resources, time tracking, billing, and invoicing in a centralised and automated manner. In this blog, we will explore what PSA software is and how it can improve your business. 

PSA software is an all-in-one platform that provides a range of features and functionalities to professional services firms. The software can automate a wide range of tasks, including project management, resource allocation, time tracking, billing, invoicing, and reporting. The software is designed to help businesses manage their operations more efficiently, reduce costs, and increase profitability. 

Key Benefits

One of the primary benefits of PSA software is improved project management. With PSA software, businesses can create and manage projects from start to finish, including task allocation, project timelines, milestones, and dependencies. The software also enables businesses to track project progress in real-time, so they can quickly identify issues and take corrective action. 

PSA software also helps businesses manage their resources more efficiently. With PSA software, businesses can allocate resources to projects based on their availability, skillset, and workload. This ensures that resources are utilised effectively, and projects are completed on time and within budget. 

Time tracking is another critical feature of PSA software. The software enables businesses to track the time spent on each project and task, ensuring accurate billing and invoicing. This helps businesses avoid undercharging or overcharging clients, which can lead to disputes and damage to the business’s reputation. 

Billing and invoicing are also automated with PSA software. It creates billing events which can then create invoices automatically if integrated with FinancialForce or they can be sent to another billing system for invoice creation based on the time spent on each project. This ensures that businesses are paid accurately and on time, helping to avoid cash flow problems and securing the resources they need to grow and expand. 

One of the key features that our consultants love about the FinancialForce PSA is its resourcing capabilities. With PSA you can search based on geographical region, skills, specific certifications, availability, whether they’ve worked with the customer before – as your Professional Services Organisation scales this is a really useful tool to have under your belt. The chances are your Resource Manager will know all this info for a small team but not necessarily if they have hundreds of consultants available to them. 

Finally, PSA software provides businesses with powerful reporting capabilities. The software can generate a range of reports, including project profitability, resource utilisation, and revenue forecasts. This enables businesses to identify areas of improvement and make informed decisions to improve their operations. 

How To Choose the Right Solution for Your Business 

When choosing PSA software, there are several factors to consider. Here are some key of the key considerations that can help you make the right choice: 

1. Features: Look for PSA software that offers the features you need for your specific business needs. Consider features like project management, resource management, time tracking, billing, invoicing, and reporting. 

2. Integration: Consider PSA software that integrates well with your existing tools and software, such as your CRM or accounting software. This can save time and reduce errors in data entry. 

3. Ease of use: Choose a PSA software that is user-friendly and easy to learn. It should have a clear interface and be easy to navigate. It should also offer training and support to help you get up and running quickly. 

4. Scalability: Consider a PSA software that can grow with your business. It should be able to handle the increasing number of projects and resources as your business expands. 

5. Security: Make sure the PSA software you choose is secure and compliant with data protection regulations. Look for features like data encryption, access controls, and regular security updates. 

6. Cost: Consider the cost of the PSA software, including any upfront fees, ongoing maintenance costs, and licensing fees. Make sure it fits within your budget. 

7. Customer support: Look for a PSA software provider that offers excellent customer support, including phone and email support, online documentation, and a knowledge base. This can help you get the most out of your software. 

Consider the features, integration, ease of use, scalability, security, cost, and customer support when making your decision. By doing so, you can select the PSA software that best meets your needs and helps you manage projects more effectively. 

Professional Services Automation software is a powerful tool that can improve the efficiency and profitability of professional services businesses. The software provides a range of features and functionalities that enable businesses to manage their projects, resources, time tracking, billing, and invoicing in a centralised and automated manner. By using PSA software, businesses can streamline their operations, reduce costs, and increase profitability. If you’re running a professional services business, investing in PSA software is a wise decision that can help you take your business to the next level. 

Why Is Xenogenix the Right PSA Partner For You? 

Xenogenix are a Salesforce consulting partner specialising in FinancialForce Professional Services Automation software implementation and customisation. FinancialForce is a cloud-based software solution that is natively built on the Salesforce platform, providing a seamless integration with Salesforce. This means that businesses can leverage their existing Salesforce data and infrastructure, such as customer data, leads, opportunities, and more, and seamlessly integrate it with their financial operations. Users can log in to both Salesforce and FinancialForce with a single set of credentials, reducing the need for multiple logins. Additionally, FinancialForce leverages Salesforce’s powerful reporting and analytics capabilities, providing users with insights into their financial data and business operations. 

Here are some of the reasons why we are the right FinancialForce PSA partner for your business: 

1. Expertise: Xenogenix have extensive experience in implementing PSA software and have a team of certified Salesforce consultants who can help you make the most of your chosen solution. 

8. Customisation: Xenogenix can customise your solution to meet your specific business needs, including workflows, reports, and dashboards. 

9. Integration: Xenogenix can integrate your PSA software with other Salesforce solutions to provide a unified platform for managing all aspects of your business. 

10. Support: Xenogenix offers unrivalled ongoing support and training to help you get the most out of your PSA solution. 

11. Reputation: Xenogenix have a strong reputation in the industry and have successfully completed many PSA implementations. You can check out some of our testimonials from customers for their PSA solutions here. 

So, if you are looking for an experienced and reliable Salesforce consulting partner to help them implement and customise a PSA solution that meets your specific needs then contact us today.