What Is Salesforce Illuminate Methodology?

• By Avinash Singh Rao
• 17-03-2022
• Salesforce

At present, all you have to do is keep the business side in mind, and it's done. However, now for digital integration, you would have to amalgamate business and technology into one space to make it work.

7 Step Salesforce Illuminate Methodology

1) Business model exploration

First of all, business objectives and goals are worked on and once decided, it is matched with the business vision and mission to check if the plan is taking the business in the right direction. Then, business models are tried and tested with each objective, and a plan is crafted for implementation.

2) Customer lifecycle

The customer journey with business is analyzed through the five stages when the customer passes through one, reaches the final destination, and gets the title of a loyal customer.

Awareness

In the awareness stage, the customer comes across the name of your business or your services through different communication channels. It is the first point of contact through which the customer gets to know about your business. Therefore, it is essential to showcase the right image of your company in the customers' minds as if they bounce back at this stage; there are fewer chances of them returning! It's when your marketing campaigns come into the picture and action is taken by the user.

Consideration

At the consideration stage, they have a rough idea about your business and are exploring more about your products and services. Therefore, it is crucial to present a detailed version of your services, who you are as a company, your mission and vision etc. Your aim should be to make them align with your business ideology and relate to it as much as possible.

Purchase

Here, they are all convinced and are planning to take a plunge on buying your product or service. The main aim should be to make the customer's purchase journey seamless and hassle-free.

Retention

Now they have your product in hand or are probably using your services, make sure you keep pampering them with the after-sales service and try to gain positive feedback. The aim here is to make them feel special with your efforts.

Loyal Fans

Loyalty comes into the picture when they can trust you as a brand. So, to create a loyal fan base, make sure you follow all the right things that are better for the customer's life, health, and well-being. The salesforce CRM cloud helps you maintain the customer at every junction till they become yours forever and never leave you for your competitors.

3) Capability map and gap

Business objectives are of no use if it does not align with the customer's needs. A capability gap analysis is done to check if the defined business objectives are in line and customers will be attracted and retained until the final stage.

4) Current state

Before laying the first stone, it is crucial to understand the current scenario and keep track of it to check the future numbers and growth. Then, before adopting a new one, the business should analyze the present technology condition to avoid overlap.

5) Future state vision

Once the technology is adopted, the first step to hop onto is planning a future vision and deciding the steps that can be taken to reach there. A systematic and workable architecture should be made, keeping the interests of the business and all stakeholders in the loop.

6) Strategic roadmaps

A detailed roadmap should be created at this stage to follow through the entire journey from planning to execution. Building and expanding your Salesforce expertise necessitates continual alignment on a strategic, multi-year goal with your teams, Salesforce, and partners.

7) Business value assessments

It is the last stage where each business transaction is analyzed, starting from building models matching the customer journey to the execution part.

The Salesforce illuminate approach is designed to help you plan everything practically, and not a step is missed when doing a digital transformation. To help your business grow digitally, Salesforce has launched its illuminate approach that allows the company to reach its success points by following it religiously.