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Digitization in Financial Services: Silex and Nexell pitching in for success

Salesforce, Silex and Nexell are teaming up to climb new digital heights in the Swiss Financial Services industry! We were very pleased to be interviewed by Salesforce to talk about new summits we have been climbing in the Financial Services industry, together with our valued customer Silex. What an inspiring interview of José Muñoz, Chief Digital Officer at Silex and David Derrier, Head of Operations at Nexell, both sharing their individual point of view how digitalization leads to success in the Financial Services industry. They discussed how digitization and specifically Salesforce helps Silex on their way to even more success in this highly regulated market.Listen in! And also find out about the secret sauce of Nexell to deliver successful projects and bring maximal ROI to customers through their digital journey.
Silex kicked off a Salesforce project with Nexell in January 2021 to centralize and streamline sales activities between the different teams...

Marketing + Education = Oxymoron

Author: Salvatore Caruso - Salesforce & Pardot Consultant at Nexell

Why Salesforce’s New Dynamic Forms and Actions Are a Game-Changer

Time Tracks and Project Summary Tabs
Author: Daniel Darugna - Project Manager at Nexell The Challenge Have you ever considered that your Salesforce CRM might have a complex page layout or a layout that does not suit and support every user’s or user group’s main purpose and work?Or have you ever had the feeling that your Salesforce users are losing too much of their time finding the right information on a page? Is this slowing down their speed at work?Does it seem like your sales team is spending more time navigating Salesforce than closing deals?If you answered yes to any of these questions, this article is for you!You, as a company, strive to work as efficiently as possible towards your business goals. Ordinarily, company leaders and managers firstly seek to improve and streamline processes and choose the right tools to improve efficiency, reduce administrative work, increase productivity, and improve the converted lead and closed deals ratio.When you have...

The change management Russian roulette

Author: David Derrier - Nexell Operations Manager Change management & CRM: Why should you care?   Change management is quite often a misleading concept, as many organizations ignore the risks of not properly anticipating, managing, and monitoring the change. defines change management as the methods and manners by which a company describes and implements change within its internal and external processes. In the context of CRM implementations, we have seen over the years that many organizations expected things to happen by magic, both technically and organizationally. In small to mid-sized organizations, management often minimizes the role of change management and does not realize that project success can be highly compromised. What about you? Do you really want to play Russian roulette with your project? Even with the best technical solution and features, organizations can fail on projects and limit the operational impact. The main goal of a change management approach is...

Prevent And Manage Duplicates in Salesforce

Author: Francesco Scariolo - Nexell Senior Consultant. Why you should care about the unicity of your data After completing this read, you’ll be able to:Understand the impact of duplicated data in a systemUnderstand best practices for keeping the level of duplicates at the minimumGet more details at a dedicated Webinar that you can follow live on May 11th or watch its video recording later on on our Youtube channel.         All data can contain duplicates. In this article, we are going to focus on Account duplicates. The same concepts can be applied and contextualized to other objects as well, i.e., Contacts, Leads, Products, etc. Duplicate Accounts Lisa and Sam just faced it (watch the video again) Duplicate data is a nightmare for all users, including sales users, service users, super users, and admins, as well as you!As a comparison, data are the ingredients in your recipe, while the recipe itself is...

"Up or Downdate - Get control of your sandboxes"

Author: Steeve Seidel - Nexell Senior Consultant.I love playing with single-board computers, Raspberry, Arduino, ESP32. Reverse-engineering is complex and exciting. However, you need a lot of tries before you get anything to work. For example, as I started with my home-automation, I bought a domotic box. The beginning was nice and interesting but soon I could not do the scripts I wanted. I could not make a backup or restore anything if I had a problem, and if I did not have an internet connection, nothing worked (which was not really great for home automation). Then I started to install software on Raspberry (a small single-board computer). I spent a lot of time before it worked as I wanted it to. Then, when everything worked fine, I tried to follow the update process, updating the operating system and the software itself. The updates were fast and worked perfectly until one update broke...

"To Lead or not to Lead" that is the question?

Author: Steeve Seidel - Nexell Senior Consultant. Once upon a time, long ago, I started one of my first Salesforce projects. One of the requirements was quite easy: “As a user, I want my customer to be able to register on my website for an event in Salesforce and to follow the response send back”. Yeah, you are probably thinking like I was at this time. So, I set up a campaign, Web2Lead, that generated a beautiful landing page. Yes, I was proud. The customer added the necessary contacts and leads in the campaign and sent the invitations by email with the request to register for the event on my landing page. Then the registrations came back and we followed the process very carefully. Everything was working as expected except for the fact that new leads were coming in and the status of the old ones did not change.  Of course,...

"Tick-Tock, time goes by, so slowly..."

Author: Steeve Seidel - Nexell Senior Consultant.I write this article with two friends in mind. The first one always needs estimations. The second one never wants to give any. The best part is that I am in the middle and I need to find a way to satisfy both. As you can probably guess, the subject of this text is estimations, and it may be controversial. The one way Why are estimations needed, and why are they also not (really) helpful? Let us try to answer this excellent question. When a customer would ask me, "How long do you need to create an automation that will copy the value from field A to field B every time the value changes?”, I would think about it for 2 minutes and then say, "Ok, creating a workflow rule, creating an action, testing in Production, this is easy. Probably less than 30 minutes." So,...

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