Empowering Green Bay Businesses in Their Digital Transformation

Written by: Daniel Dibble, President, Canvas Cloud

Businesses of all sizes and sectors are navigating digital transformation to scale operations, adapt to changing economies, and better serve their customers. The recent COVID-19 pandemic surfaced the importance of adopting new technologies to maintain, or, better yet, innovate upon how work gets done. Cloud-based products such as Salesforce enabled many businesses to shift to remote work with little impact to data accessibility, providing a secure way to collaborate from home.

Real-time insights: Set it and forget it reports and dashboards update in real time as data is entered, either by staff or through integrations with platforms like online stores, donation pages, and customer surveys. Combining data entry and reporting into one system (as opposed to many spreadsheets) provides more flexible insights as business-impacting events arise, allowing leaders to meet change proactively.

With the speed at which technology changes, it’s a common concern that taking on a new technology will be difficult and overwhelming, maybe even counterproductive to an organization’s goals and mission. Local businesses and nonprofits seeking to adopt these technologies don’t have to do so alone.

Automation: Maximize your staff’s talents by automating recurring tasks, freeing up time to tackle what matters. Salesforce provides clicks-not-code options for everything from event-triggered emails to auto-calculated ratings for how likely an opportunity is to close. Investing time automating essential processes also ensures a consistent experience for staff and customers.

Some businesses in our area already have Salesforce to boost their sales and service productivity, streamlining their efforts so they can do more with less, while still providing a top-notch customer experience. Local nonprofits are even taking advantage of Salesforce’s free licenses to aid in bolstering their programs, tracking donors and volunteers more effectively, and managing grant timelines and reports. If your organization has not yet taken the next steps towards a digital transformation, it’s not too late to start!

Companies like Canvas Cloud partner with small businesses and nonprofit organizations to bridge the digital gap, providing organizations with expertise and guidance to create a system that extends their mission rather than hindering it.

Salesforce can be leveraged to innovate an organization’s work through real-time insights, automation, and improved B2B or B2C customer relationships.

Customer Relationships:

Connect personally at scale by creating custom engagement plans or customer journeys. Review customer history at a glance, with pages tailored to your business use case. Send and track communications directly from the platform to provide customers with a seamless experience no matter who manages the relationship. experience for staff and customers.