Among the CRM software on the market, Salesforce stands out as one of the most powerful. It is a tool that allows you to collect and order customer data and their behavior, helping to improve the company's marketing and the final relationship you have with the user or customer.
To get an idea of what Salesforce is about, we can see how they define it on their official website “Salesforce is the client company. We create cloud-based software designed to help businesses connect with their customers in a whole new way, so they can find more prospects, close more deals, and wow customers with incredible service."
Salesforce Lightning Login
One of the features most celebrated by Salesforce users is its Lightning Login, which allows you to log in without having to enter a password each time you enter, making it convenient and fast.
To sign up for Lightning Login, a Salesforce admin must first give you permission. Once permission has been obtained, the following steps must be followed:
Please have your mobile device handy so you are ready to approve the enrollment notification.
Lightning Login requires Salesforce Authenticator (version 2 or later), the two-factor authentication mobile app that is available as a free download for iOS and Android devices. If you don't already use Salesforce Authenticator, enrollment includes a few additional steps. You'll be guided through downloading and installing Salesforce Authenticator, connecting to your Salesforce account, and setting up a second factor of authentication (fingerprint or PIN).
From your personal settings, enter Advanced User Details in the Quick Find box, then select Advanced User Details. No results? Enter Personal Information in the Quick Find box, then select Personal Information.
Click Sign Up next to the Lightning Login field.
If you don't see this option, your administrator hasn't made you eligible to enroll.
When prompted, check the Salesforce Authenticator notification on your mobile device and approve the request.
When prompted, provide your fingerprint or PIN on the mobile device
Once each of these steps has been followed, as a Salesforce user you are ready to use the Lightning Login feature.
How to Use Salesforce Lightning Login
In order to use this function, you as a user must follow these steps:
Click: On the Salesforce login page, find the lightning bolt next to your Lightning Login-enabled username and click your username. If the login page asks for both username and password, you can enter your username, skip the password field, and click Sign In.
Tap: On your mobile device, tap the notification from the Salesforce Authenticator app.
Touch – Verify your identity with your fingerprint or PIN. Ready! Are you connected.
In this way the person can enter without using a password.
Salesforce Core Benefits
Not only is collecting data what a company that uses Salesforce CRM in its internal systems will get, it also has other important benefits:
With Salesforce, you'll be able to get more leads and close deals faster.
Improve customer satisfaction, increasing loyalty and retention.
Connects with customers on social media and mobile devices.
It allows anticipating the needs and desires of customers by evaluating their recent behaviors.
You can manage sales anywhere and at any time.
At Rootstack we have a team of Salesforce experts who can help you with any need you have with this software or if you are interested in a CRM solution. Contact us and let's start working together.
5 formas en que la inteligencia artificial puede mejorar el control de calidad
September 25, 2023
Tags: Tecnologías
Este trabajo puede hacerse de manera manual o automatizado, utilizando varias herramientas disponibles en el mercado para ello. Uno de los más recientes procesos de control de calidad es el que integra inteligencia artificial en su flujo de trabajo.
¿Qué es AGI y cómo se relaciona con la Inteligencia Artificial?
September 25, 2023
Tags: Tecnologías
AGI significa Inteligencia General Artificial, que se refiere a la capacidad de una máquina o programa de computadora para realizar cualquier tarea intelectual que un ser humano pueda realizar.
Robot con Inteligencia Artificial: Cómo puede ayudar a tu empresa
September 25, 2023
Tags: Tecnologías
Desde los filtros que utilizamos en las redes sociales para cambiar nuestro aspecto o voz, hasta los chats automatizados de atención al cliente, la presencia de la inteligencia artificial es más notoria con el pasar de los meses.
Particularidades que debe conocer al trabajar con un software HIPAA compliance
September 22, 2023
Tags: Tecnologías
El cumplimiento de HIPAA se refiere al conjunto de reglas y estándares que las organizaciones de atención médica, los planes de salud, los proveedores de atención médica y sus socios comerciales deben seguir.
Aspectos para tener en cuenta al iniciar un proyecto con Mulesoft
September 20, 2023
Tags: Tecnologías
La plataforma de MuleSoft permite a las organizaciones crear una vista unificada de sus datos y servicios en diferentes aplicaciones y sistemas, lo que facilita la integración de nuevas tecnologías y la optimización de los procesos.
Las 10 mejores tendencias de diseño de sitios web para pequeñas empresas
September 18, 2023
Tags: Tecnologías
Tener un buen diseño web es importante para cualquier página web empresarial, pero especialmente para las pequeñas porque estas cuentan con un presupuesto limitado y deben atraer la mayor cantidad de usuarios y clientes posibles con la menor inversión.