Leaderspeak
Your Job is Your Own Company
From employee to employee-preneur
The 9-5 Monday to Friday routine has taken over all our lives. We just run with it!
Late night sleep, late mornings and inappropriate diet gives our health chart a BIG RED FLAG!
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After a couple of months of working 9-5 and feeling bored, your performance dips, and you start looking around. So, a monotonous 9-5 schedule from Monday to Friday doesn't help you grow, neither in your career nor in your health.
Try this instead:
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Start your day at your job like you’re starting your day at your own firm, and ask yourself:
What more should I do?
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What should I do which makes me happy and which will eventually help to grow the firm as well as myself?
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How can I bring new ideas and innovation?
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What should I do which grows my existing assigned projects?
These questions and these thoughts lead you towards growth. Never think of your work as just an assigned task or given requirement. This is the best way to have your own firm without even actually starting your firm. Morning to evening, every week, no time bounds, no fixed hours and days, proper sleep cycle and healthy diet.
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At Infoglen, I undertook the journey as an employee to become an ‘Intrapreneur’ in the same firm. That's what I have learned and done at Infoglen. This month, I have completed 6 years at Infoglen. And every morning, when I think about all the things I will do to achieve the goals I’ve set for myself, I feel so happy.
“What do the sales numbers look like?
What is the pipeline?
How to make sure employees are happy?
How to make sure all processes are in place?”
So from thinking about how I will complete tasks to how the company’s sales number look like – this is the shift toward an intrepreneur's mindset.
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Start manifesting this mindset now and become ‘intrapreneur’ at your job.
Sohil Shah
Business Development Lead & Salesforce Solution Architect
Latest Wins
Waymo is a cutting-edge American autonomous driving technology company, headquartered in Mountain View, California. This trailblazing company pioneers the future of mobility, and has unleashed its commercial robotaxi services in the bustling metropolises of Phoenix, Arizona, the tech hub of San Francisco, and the iconic streets of Los Angeles.
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Infoglen is enhancing the previously built accruals management system for Waymo and building a custom compliance management system for their car fleet on the Salesforce platform.
Infoglen Excited To Work Again With Waymo – Alphabet’s Self Driving Car Company
Webinars
Vamsi S Krisshnaa
Certified Hypnotherapist, Energy Healer, Life Coach
Embracing Meditation for Well Being
On 6th October, Infoglen organized a webinar on Embracing Meditation for Wellbeing, conducted by Vamsi S Krisshnaa, Certified Hypnotherapist, Energy Healer and Life Coach . The session helped participants to:
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Deep dive into mindfulness and meditative living
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Focus on the power of the subconscious mind and its programming for ultimate wellbeing
Isha Jaiswal
Chartered Accountant
Win Hearts & Minds, With A PPT
On 13th October, Infoglen organized a webinar on Winning Hearts and Minds with PPT Techniques conducted by Isha Jaiswal, Chartered Accountant. The session helped participants to:
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Explore the art of persuasive and impactful presentations using Microsoft Powerpoint
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Discover the secrets to engage the audience, creating visually stunning slides, and delivering compelling content
Almas Virani
Public Speaking Coach, Corporate Trainer, Changemaker
Presentation Skills: Take IT Up A Notch
On 20th October, Infoglen organized a webinar on Presentation Skills : Take It Up Notch conducted by Almas Virani, Public Speaking Coach, Corporate Trainer and Changemaker. The session helped participants to:
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Speak with clarity and confidence
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Know their audience and design presentations accordingly
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Learn how to engage their audience
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Learn tips to use body language to add impact to their presentation
Events @ Infoglen
Leadership Session with Manoj Chugh: Transforming Growth for Infoglen
In the ever-evolving landscape of enterprise software consulting, staying at the forefront of innovation is paramount. To equip our leadership team with the knowledge and inspiration to drive transformative growth, Infoglen recently hosted a leadership session led by Manoj Chugh, the well known IT & Communications leader and visionary, and former President, Enterprise Business, Tech Mahindra; former MD, Cisco (India & SAARC); former MD, EMC Dell (India & SAARC). The session was on Transforming Business Growth for a Software Services Exports Company.
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We are excited to share the key takeaways with you.
Strengths of Our Company:
The session commenced with a reminder of our company's strengths. As Salesforce experts, we have garnered the trust and admiration of our clients, evident in their high levels of satisfaction. Our teams remain loyal and dedicated, ensuring stability and further enhancing customer satisfaction. It was a reaffirmation that we have the winning formula when it comes to client relationships.
Strengthening Alliances with Salesforce:
One of the critical points highlighted during the session was the importance of nurturing our relationship with Salesforce. Our sales team was encouraged to cultivate close rapport with key Salesforce Account Executives and Vice Presidents. This symbiotic partnership can lead to greater opportunities and mutual success.
Manoj Chugh, Former President,
Enterprise Business, Tech Mahindra, leading a session for the Infoglen team
Land & Grow Strategy:
To scale new heights in business growth, we need to focus on the "Land & Grow" strategy. The emphasis here was on engaging more with existing clients, deepening our connections, and diversifying our offerings beyond Salesforce solutions. The speaker emphasized the need to categorize our accounts into different types and assign dedicated account managers to foster stronger relationships and promote growth.
Differentiation and Establishing Our Right to Win:
In a crowded marketplace, differentiation is the key to success. The speaker encouraged us to set ourselves apart from the competition. This can be achieved through a neighborhood analysis in our target geographies and an intersection analysis between geographies and business verticals. Identifying the areas where our expertise can shine and positioning ourselves accordingly was stressed as a winning strategy. Additionally, having a well-defined go-to-market strategy will further enhance our ability to stand out.
Highlighting Impact and Measuring Success:
One of the call to actions for the Infoglen team that was highlighted, was to capture the impact we create for our clients. The importance of measuring this impact was underscored as a way to demonstrate our value. By showcasing tangible results and customer success stories, we not only validate our capabilities but also build trust and loyalty.
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In conclusion, the leadership session was a valuable source of insights and inspiration. It provided a roadmap for our company's continued success as a Salesforce consulting partner and emphasized the importance of embracing change, forging stronger alliances, and continuously striving for excellence. As we move forward, we will apply these lessons, further strengthen our position in the industry, and continue to transform business growth for our company.
CRM Trends
The AI Revolution
Customer Relationship Management (CRM) has come a long way from being a simple database for storing customer information. In 2023, the CRM landscape is undergoing a profound transformation, primarily driven by Artificial Intelligence (AI). AI is taking center stage, redefining the way businesses interact with their customers and manage relationships. This article explores the most significant CRM trends in 2023 with a focus on AI, offering real-world examples and relevant statistics that showcase the evolving landscape.
Hyper-Personalization with AI
One of the most prominent CRM trends for 2023 is hyper-personalization powered by AI. Businesses are using AI algorithms to analyze customer data and provide tailored recommendations, content, and experiences. For instance, streaming platforms like Netflix and music services like Spotify use AI to create personalized playlists and content recommendations. According to a recent study, 74% of customers are more likely to engage with brands that offer personalized experiences.
Chatbots and AI-Powered Virtual Assistants
Chatbots and AI-powered virtual assistants have become essential tools in customer service. These AI-driven solutions are now more sophisticated and capable of handling complex customer inquiries. Gartner predicts that, by the end of 2023, 25% of customer service and support operations will integrate virtual customer assistants or chatbots across engagement channels, up from 2% in 2019. A great example is the rise of AI chatbots in e-commerce to provide real-time support and assist customers in making informed purchasing decisions.
Predictive Analytics for Lead Scoring
AI-powered predictive analytics is revolutionizing lead scoring in CRM. By analyzing historical data and customer behavior, businesses can identify the most promising leads and allocate resources more efficiently. Salesforce reports that 79% of high-performing sales teams currently use or plan to use AI in their CRM efforts. For instance, a B2B company can use predictive analytics to identify leads with the highest conversion potential, resulting in a significant boost in sales.
AI-Enhanced Email Marketing
AI is transforming email marketing by making it more personalized, efficient, and engaging. In 2023, AI tools are being used to analyze customer behaviors and preferences to send targeted and timely emails. A study by Statista reveals that personalized email campaigns receive an average open rate of 18.8%, compared to 13.1% for non-personalized emails. AI also helps optimize send times, subject lines, and content, resulting in increased engagement and higher conversion rates.
AI-Driven Customer Insights
AI is reshaping how businesses gain customer insights. By analyzing vast amounts of data, AI can uncover valuable information about customer preferences, sentiment, and emerging trends. For example, social media monitoring tools like Brandwatch use AI to analyze online conversations, providing companies with real-time insights into customer opinions and market shifts. In 2023, more businesses are expected to leverage AI-driven insights to make data-informed decisions and stay ahead of the competition.
In 2023, AI is at the forefront of CRM innovation, driving hyper-personalization, improving customer service, optimizing marketing efforts, and providing valuable customer insights. As businesses continue to embrace these AI-driven CRM trends, they are better positioned to build stronger relationships with their customers, boost efficiency, and gain a competitive edge in the market.
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Reference: Forbes, Salesforce, Gartner, Hootsuite
Success Story: She Has A Deal
How we transformed a nonprofit’s lead & opportunity management process with Salesforce Sales Cloud
Company Profile: She Has a Deal is a Non Profit founded to create pathways to hotel ownership for women through education, networking, and mentorship. SHaD's signature program is an annual hotel investment pitch competition.
The Problem
Manual Data Management: The team had to record all prospect data manually using excel sheets, and had to enter the data each time when creating invoices and agreement documents
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Lack of a structured Follow-Up Process: Need for a streamlined follow-up communication with leads and opportunities
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Gaps in Sponsorship Management: SHaD did not have a tracking system for overseeing the agreements and invoices for onboarded sponsors. The ShaD sponsorship has multiple levels or types of sponsorships, each entailing a different set of activities. The ShaD team also needed visibility and clarity on the different activities assigned to different sponsors at the different levels
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Data Duplication: In cases where a single sponsor engaged multiple times, SHaD’s legacy system lacked the potential to integrate data, thus leading to creation of multiple duplicate accounts for same sponsor
Solution
Centralized Data Repository: Created a web-to-lead form, seamlessly channeling vital lead information from the website directly into Salesforce. This streamlined integration ensured all critical data is consolidated into a centralized repository for maximum efficiency and data accuracy
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Efficient Communication Tracking: Our solution integrated email & call functionality for sending customizable follow-up emails and making calls to leads directly from Salesforce, enabling team members to track all follow-up communication
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Personalized Communication: Created fully customizable email templates that auto-populate with essential lead data, enhancing personalization and efficiency in engaging with leads
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Optimized Agreement Process: Integrated Adobe Sign with Salesforce for real-time tracking of agreement statuses and auto-filling data from the sponsor records, guaranteeing a streamlined and error-free agreement process
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Data Streamlining: Allowed multiple sponsorships from a single organization to be recorded under a single account to avoid data repetition, eliminating data redundancy and enhancing the clarity and coherence of records
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Task Management: Built a feature to automatically assign a set of tasks to the SHaD team members as per their opportunity’s sponsorship level, ensuring seamless task management and sponsor engagement
The Delighted Client
Congratulations to Amodini and Saema for receiving client appreciation on the Salesforce Optimization Initiative at Procore!
The Senior BA at Procore expressed gratitude for the exceptional efforts of the team, particularly highlighting Amodini Bakshi, Senior Salesforce QA Lead and Saema Fareed, Salesforce Consultant. She felt that the team has exceeded expectations, and working with Amodini and Saema has been both educational and enjoyable.
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The Salesforce Optimization project is aimed at optimizing the existing code for Procore’s CPQ system and make it more efficient.
Poll Power
What's the most critical CRM usability factor for your team?
Our team conducted a poll on LinkedIn, tapping into our dynamic Salesforce community to uncover the most critical CRM usability factor for their teams. The results are in!
Security First
Tips From Infoglen's IT Security Handbook
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Phishing is one of common type of social engineering scam. The hacker typically sends an email or text to the target, seeking information that might help with a more significant crime. So do not reveal personal, sensitive or financial information in email or messages, and do not respond to such emails.
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Vishing is the voice version of phishing. The hacker uses the phone to trick a victim into handing over valuable information. So don't reveal any sensitive information over phone calls
What's Cooking?
Gulab Jamun, By BBC Good Food
This Diwali, try making the beloved Indian festival sweet, gulab jamun – deep-fried balls of deliciousness, infused with cardamom and soaked in a fragrant syrup enriched with rose and saffron.
​Ingredients
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4 green cardamom pods, slightly squashed with the side of a knife
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600g caster sugar
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few drops rosewater
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¼ tsp saffron strands, soaked in 2 tbsp warm water for 1 hr
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2 tsp chopped pistachios
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​For the gulab jamun
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6 green cardamom pods, seeds removed
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1 tsp caster sugar
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100g full-cream milk powder
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40g plain flour
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½ tsp baking powder
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50g ghee or softened unsalted butter plus 1kg ghee, for frying
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1 tbsp natural yogurt
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squeeze of lemon juice
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4-5 tbsp whole milk
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sunflower oil
Directions
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To make the syrup, gently heat the cardamom, sugar and 500ml water in a saucepan. Don't let the water boil before the sugar has dissolved. Simmer for 10 mins, then cool.
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Gradually add the rosewater, saffron and a little of its soaking liquid until you have a subtly flavoured syrup. Set aside.
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To make the gulab jamun, use a pestle and mortar to grind together the cardamom and sugar until fine.
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Sieve the milk powder, flour and baking powder into a mixing bowl and stir in the cardamom and sugar mixture. Rub in the 50g ghee or butter using your fingertips until the mixture resembles coarse crumbs.
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Add the yogurt, lemon juice and enough milk to form a soft dough, taking care not to overwork the mixture.
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Oil your hands with a little sunflower oil and shape small portions of the dough into walnut-sized balls, about 3cm in diameter and 20g each. Make sure the dumplings are smooth and have no cracks or folds.
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Reheat the syrup until it comes to the boil, then turn off the heat and cover with a lid.
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Heat the 1kg ghee in a wok or karahi to 130C or until a small piece of dough dropped in turns golden in 40 seconds. Fry the balls, in batches, over a medium heat for 5-7 mins, moving them around until they are an even, deep brown. Remove from the saucepan using a slotted spoon, then drain on kitchen paper. Add to the warm syrup, leaving them to soak for 2-3 hrs or preferably overnight.
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When ready to eat, warm the gulab jamun through in a wide saucepan, spooning over the syrup. Serve piping hot with the pistachios scattered over.
To share your favorite recipes with all Infogleners, send it to us at
InfoQuiz October
Questions
What is Phishing?
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What is a skill that Kalpitha would like to learn?
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Name the person who completed seven years at Infoglen in October 2023.
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Please email your answers to: aamena@infoglen.com & shivangi@infoglen.com to win a PRIZE
Hint: Most answers can be found in this issue of InfoBuzz!
Answers of September InfoQuiz
What is the name of the Salesforce software that Infoglen is helping Procore transition to?
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Certinia (Financialforce)
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What is the name of the Gurugam based NGO that Infoglen is partnering with for reforestation?
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IamGurgaon
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Name the person who completed six years at Infoglen in August 2023.
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Mukul Kumar
Pankaj Sachdeva
Winner of September InfoQuiz
Celebrations
Birthdays
Premsai Balisetty
5th October, Proddatur
Sarita Nayak
15th October, Bangalore
Mayank Gupta
15th October, Delhi
Shahul MT
18th October, Kochi
Adarsh Maurya
8th October,
New Delhi
Akash Garg
23rd October, Gorakhpur
Avneet Kaur
24th October, Delhi
Ezdhan Hussain
27th October,
Hyderabad
Aamena Ahmad
28th October, Gurugram
Work Anniversaries
Vinod Gandla
7 Years
Urvashi Dagara
6 Years
Sohil Shah
6 Years
Rahul Dev
4 Years
Deepa Mohite
3 Years
Anam Khan
2 Years
Maharshi Oza
2 Years
Naushad Ahmad
2 Years
Shivangi Kandpal
2 Years
Kishore Vemula
1 Years
Up Close & Personal with Kalpitha
Kalpitha Prakash, our QA Automation Engineer from Bangalore, shared insights from her personal life
Kalpitha Prakash
IB: What is the sweetest memory from your childhood days?
KP: There are many sweet memories that I have. Definitely summer holidays and summer camps, where we did pottery and clay modelling. After the classes, we used to group-up and go for gooseberry and poppy fruit picking.
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Also, fights for our turn to play video games especially, Mario. And, trying out spooky games like ‘coined-spirit’ during sleepovers. All these simple things back then became treasured memories as we grew up.
IB: What is your time management mantra?
KP: I mostly follow a to-do-list approach and prioritise accordingly.
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IB: What is a hidden talent you have?
KP: I am good at guessing and predicting things!
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IB: If you could get a new skill in 10 minutes, what would it be?
KP: Water surfing.
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IB: What is your favourite pastime?
KP: Listening to ‘Raw’ podcasts, spending quality time with my dog, and brewing coffee.
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IB: What if you had six months of paid vacation? Where would you travel?
KP: Finland and Iceland, to experience the ‘aesthetic of lostness’, stunning views, snow white mountains, turquoise sky, serene lakes and picturesque landscape, that resemble an enchanted wonderland.
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IB: What are the kind of books you like to read or movies you like to watch?
KP: I generally binge watch thriller and mystery series which can keep me engrossed. When it comes to books, I enjoy fiction and I spend a lot of time on Quora to get different perspectives.
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IB: What's the one thing you like about Infoglen?
KP: The fact that there is no micromanagement and the flexibility of working.
Editorial Board: Chief Editor - Fenil Shah; Editor - Aamena Ahmad; Designer - Roshan Kandari - Tarun Gupta
We welcome your suggestions/ideas - aamena@infoglen.com
Infoglen LLC, 100 Century Center Court, Suite # 301, San Jose, CA, 95112
Email: contact@infoglen.com, Phone: +1 408 642 5329