Leaderspeak
Reflecting on a Year of Growth, Giving, and Innovation
As the year draws to a close, I find myself reflecting on the incredible journey we've had together.
The holiday season is a perfect time to pause, celebrate our achievements, and acknowledge the collective efforts that made them possible.
It’s been an extraordinary year of growth, innovation, and collaboration, and I’m excited to share some thoughts as we prepare for what’s ahead.
Gratitude
As we close another remarkable year, I want to take a moment to reflect on all we’ve accomplished together. To our incredible team, thank you for your dedication, creativity, and resilience.
To our customers and partners, their trust and collaboration inspire us to strive for excellence in everything we do. It’s their shared vision and confidence in Infoglen that propels our journey forward. Together, we’ve turned challenges into opportunities and ideas into impact, making this year truly unforgettable.
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Haroon Ahmad
CEO & Co-Founder
The Magic of Giving
The world and human civilization thrive when we give selflessly to others. True giving—whether through time, effort, or resources—enriches both giver and receiver. This year, the Infoglen team demonstrated the power of giving through several impactful initiatives:
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Earth Day: The NCR team participated in activities to learn about waste recycling solutions, contributing to a sustainable future.
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Independence Day: We celebrated with the young minds of Jai Hind Learning Center, sharing knowledge and joy.
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Tree Planting: In partnership with an NGO, we organized our first tree-planting activity in Hyderabad, fostering environmental awareness.
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Winter Packages for the Homeless: Built winter care packages to support homeless individuals in San Jose, showcasing the importance of community care.
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Winter of Hope: We brightened the future of underprivileged children by providing classroom supplies and creative engagement.
These acts embody the spirit of giving and show the profound impact we can create together.
Making Our Customers Successful
Our commitment to delivering business outcomes for our customers has been unwavering. Here are some notable achievements:
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Enhanced care management for a healthcare client through Salesforce Health Cloud.
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Improved analysis and reporting for a nonprofit client, empowering long-term strategic initiatives.
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Streamlined sales forecasting processes for a cybersecurity solutions provider using CRM Analytics.
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Created an efficient ordering process and service scheduling solutions for a real estate service provider.
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Supported sales channel transitions for a leading cybersecurity company through Salesforce Experience Cloud.
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Transformed customer experiences for a healthcare technology solutions provider through innovative CRM strategies.
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Built a compliance management system for self-driving cars and streamlined driver onboarding processes for a self-driving technology company.
These successes underscore our focus on understanding our customers’ challenges and delivering tailored solutions that drive their success.
Commitment to Innovation
This year, innovation took center stage at Infoglen as we pushed boundaries to deliver advanced solutions. Our HackaGlen 2024 hackathon unleashed the creative power of our teams, sparking groundbreaking ideas for next-gen Salesforce solutions. By harnessing collective ingenuity, we turned innovative concepts into real-world applications.
Additionally, the launch of our Center of Excellence (COE) marked a significant milestone. This transformative space has become a hub for pioneering AI, CRM, and Salesforce Loyalty Management solutions. Through continuous learning, collaboration, and client-focused breakthroughs, our COE is turning tomorrow’s challenges into today’s solutions.
Our participation in industry-leading events like Dreamforce 2024 allowed us to present Infoglen’s AI-driven Salesforce solutions to a global audience, forging new alliances and staying ahead of emerging trends. Furthermore, we leveraged Salesforce Data Cloud to revolutionize how our customers manage and interpret their data, unlocking unprecedented opportunities for growth and engagement.
Becoming a Better Company
At Infoglen, we are steadfast in our mission to grow and improve as an organization. This year, we prioritized enhancing efficiency and maximizing the impact of our operations. By refining processes and elevating service delivery, we have strengthened our ability to meet the evolving needs of our clients.
Equally important has been our dedication to fostering a culture of growth, accountability, and collaboration. The launch of the Delivery Excellence Handbook exemplifies our efforts to embed these values into our daily practices, ensuring consistency and fostering a shared vision across the company.
Our bi-annual team meet-up in Gurugram served as a vibrant platform to inspire and unite our teams, reinforcing our sense of community and shared purpose. NCR Confluence 2024 brought the entire Infoglen family together to celebrate milestones, refine our roadmap, and explore how AI is enabling sustainable growth across industries.
As we celebrated Infoglen’s ninth anniversary, we also focused on giving back to society through CSR initiatives like tree-planting drives, educational workshops, and volunteer-led charity events.
As we move into 2025, our vision is clear: Elevate AI, CRM, and data-driven excellence for our clients. With ambitious goals on the horizon, we’re gearing up for even greater innovation, deeper partnerships, and more game-changing solutions.
Webinars
Tejal
Corporate Trainer
Excel Meets AI; Tips for Everyday Efficiency
On 6th December, Infoglen organized a webinar on Excel Meets AI Tips for Everyday Efficiency. The webinar was led by Tejal, a seasoned Corporate Trainer. The session helped participants:
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Discover how AI features in Excel can automate tasks, save time and enhance productivity in your workflows.
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Learn to harness AI tools like predictive analysis, data visualization, and smart suggestions to make data driven decisions effortlessly.
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Equip yourself with cutting edge skills to leverage AI powered excel, ensuring you remain competitive in today’s tech-driven workplace.
Poll Power
Where are you on your AI journey?
The Poll Power section brings to you the results of Infoglen poll on LinkedIn with active Salesforce and CRM community members on important and current topics related to Salesforce.
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Latest Wins
Transforming Project Management: BlastX Consulting Partners with Infoglen
We’re delighted to announce our partnership with BlastX Consulting, a leader in creating personalized digital customer experiences that drive loyalty and measurable results. This collaboration will focus on integrating their PSA system with JIRA, enabling streamlined project management and seamless data synchronization. With BlastX’s commitment to innovation and customer success, this project aligns perfectly with their mission to empower businesses to stay competitive and build lasting relationships.
At Infoglen, we’re excited about the opportunity to support BlastX in optimizing their processes and improving operational efficiency. This partnership is a testament to our shared vision of leveraging technology to deliver impactful outcomes, and we’re proud to contribute to their continued success. Together, we’re setting the stage for enhanced productivity and transformative digital solutions.
CRM Trends
Top 3 Trends in Salesforce CRM for 2024
Subhodeep Banerjee
Senior Content Analyst
Customer Relationship Management (CRM) systems are critical for businesses aiming to enhance customer interactions and streamline sales processes. Salesforce, a leader in the CRM space, is at the forefront of this evolution, particularly with its innovative use of artificial intelligence (AI). As we approach the end of 2024, several key trends are emerging within Salesforce's ecosystem that are reshaping how organizations engage with their customers.
Trend #1: Advanced AI Integration with Salesforce Einstein
Salesforce Einstein is revolutionizing CRM by embedding AI capabilities directly into the platform. This integration allows businesses to automate routine tasks, enhance lead scoring, and provide predictive analytics that help sales teams prioritize high-potential leads. For instance, Einstein analyzes historical data to forecast customer behavior, enabling sales teams to focus on prospects with the highest conversion probabilities. This trend not only boosts efficiency but also enhances decision-making by providing actionable insights based on real-time data.
Trend #2: Mobile-First CRM Solutions
With the rise of remote work and mobile technology, Salesforce has adapted its CRM solutions to be mobile-friendly. The Salesforce mobile app allows sales teams to access customer data and manage interactions from anywhere, ensuring they remain productive regardless of location. Companies utilizing mobile CRM solutions report significant improvements in sales productivity and customer engagement, as teams can respond swiftly to customer inquiries and update records in real time.
Trend #3: Hyper-Personalization through Data Insights
Salesforce is leveraging AI to drive hyper-personalization in customer interactions. By analyzing vast amounts of customer data, Salesforce enables businesses to tailor their marketing campaigns and sales strategies to individual preferences and behaviors. This capability not only enhances customer satisfaction but also fosters loyalty. For example, businesses using Salesforce Einstein for personalized marketing have seen a marked increase in engagement rates and overall customer retention.
Impact on Businesses
The integration of these trends within Salesforce's CRM framework is transforming business operations. Companies that adopt AI-driven insights can automate mundane tasks, allowing their teams to concentrate on strategic initiatives. The mobile-first approach enhances flexibility and responsiveness, which are crucial in today's fast-paced market. Furthermore, hyper-personalization leads to deeper customer relationships and increased revenue potential.
Examples in Action
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Crexi: By implementing Salesforce Sales AI, Crexi's sales team saved five hours a day that were previously spent on administrative tasks, allowing them to focus more on direct customer engagement.
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General Mills: Utilizing data-driven insights from Salesforce, General Mills tripled consumer engagement by tailoring their marketing strategies based on customer preferences.
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BACA Systems: This company doubled its sales productivity by leveraging Einstein 1 Sales features that streamline processes and enhance decision-making capabilities.
Conclusion
As we look forward to 2024, Salesforce continues to set the standard for CRM innovation through advanced AI integration, mobile accessibility, and hyper-personalization strategies. Businesses that embrace these trends will not only improve operational efficiency but also create more meaningful connections with their customers. The future of CRM lies in intelligent systems that adapt to user needs while providing valuable insights that drive success across all business functions.
References:
Events @ Infoglen
Infoglen Recap 2024: A Year of Innovation and Growth!
2024 was a year of milestones, growth, and meaningful achievements. Here's a look at how we made it memorable:
Celebrating Inclusion: International Women’s Day 2024 at Infoglen
Infoglen celebrated International Women’s Day 2024 with inspiring discussions, including a fireside chat featuring COO & Co-Founder Saba Ahmad and Adanta Ahanonu Chief Program Officer at COOP, exploring mentorship, allyship, and tackling unconscious bias. The day highlighted our commitment to fostering inclusion and diversity in the workplace.
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Center of Excellence Launch
In 2024, we launched our Center of Excellence, pioneering innovations in AI, CRM, Salesforce Loyalty Management, and more. This initiative became a cornerstone for continuous learning, fostering innovation, and creating impactful, client-centric solutions. It solidified Infoglen as a thought leader in harnessing new technologies to drive measurable success.
Dreamforce 2024
At Dreamforce 2024, we proudly demonstrated our AI-powered Salesforce solutions, connecting with industry visionaries and trailblazers. Our discussions revolved around solving complex business challenges with tailored, data-driven strategies. Infoglen stood out as a trusted partner in shaping the future of CRM and customer success.
NCR Confluence 2024
NCR Confluence 2024 served as a platform for aligning our teams, celebrating leadership achievements, and reinforcing our vision for the future. Key discussions highlighted the role of AI and automation in revolutionizing business operations, while interactive sessions sparked fresh ideas and collaborative strategies.
HackaGlen 2024
HackaGlen 2024 was a remarkable showcase of creativity, collaboration, and innovation. Teams worked tirelessly over months, bringing their best ideas to the table and demonstrating exceptional problem-solving skills.This year’s highlight was Team 404 Found, whose innovative AI-powered solution impressed our leadership and earned them well-deserved recognition.
The event celebrated not only the winners but also the collaborative energy and dedication of all participants. Team 404 Found was rewarded with an exciting trip to Goa, while the inspiring efforts of all teams set a high standard for future editions.
Project Highlight: The Salesforce Archiving Mechanism Tool offers an efficient approach to managing large data volumes by utilizing Big Objects for scalable, cost-effective storage, ensuring seamless system performance.
9th Anniversary: Acts of Giving
Marking Infoglen's 9th Anniversary, we embraced corporate social responsibility with impactful initiatives such as tree plantations, skill-building workshops, and educational programs for underserved communities. These efforts reflected our enduring commitment to making a positive difference beyond the workplace.
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Growing Together in 2025
Looking ahead to 2025, we are set to expand our AI and CRM capabilities, crafting solutions that redefine efficiency and personalization. With a strong foundation of innovation and collaboration, we are eager to help our clients succeed in a rapidly evolving digital landscape.
Celebrating Success
2024 was a year of milestones, breakthroughs, and shared success stories. Thank you to our clients, partners, and employees for being part of this incredible journey.
Together, we’re ready to push boundaries and achieve even greater heights in the coming year!
Success Story
Transforming Awana’s Testing Efficiency with Intelligent Automation
About The Client
Awana, an international evangelical Christian nonprofit, supports over 61,000 churches in 122 countries, focusing on child and youth discipleship. Previously, they relied on manual testing for Salesforce applications, consuming 2–3 days per module and leading to delays and missed defects. Automating repetitive scenarios in their Events platform and achieving scalability were key challenges.
Problem
Manual Testing Bottlenecks: Testing Salesforce modules manually consumed 2-3 days per module, delaying releases and limiting focus on enhancements.
Complex Event Automation: Automating repetitive test scenarios in Awana Events required designing efficient APIs.
Scalability Issues: Ensuring seamless automation for critical Salesforce applications with open-source tools.
Data Validation Defects: Integration issues led to missed defects in manual testing processes.
Limited Test Coverage: Absence of end-to-end automation affected regression and smoke test consistency.
The Solution
Advanced Automation Framework: Advanced Automation Framework: Implemented Serenity BDD, Java, Cucumber, and JUnit for robust test automation across Salesforce and Events platforms.
API Integration for Faster Validation: Integrated Salesforce APIs to validate data quickly, eliminating inaccuracies and reducing execution time.
Jenkins Pipeline Implementation: Designed a pipeline enabling:
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Environment Selection: Seamless execution in Dev, QA, and Test environments.
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Two-Click Execution: On-demand execution with automated email reports.
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Real-Time Notifications: Comprehensive execution reports sent automatically.
Reusable Framework: Developed a flexible, scalable framework supporting Salesforce and Events platforms, simplifying maintenance and integration testing.
CI/CD Integration: Embedded automated tests into CI/CD pipelines for real-time feedback, streamlined updates, and faster releases.
Detailed Reporting: Provided Serenity HTML reports with metrics, step-by-step execution details, and screenshots for quick debugging.
End-to-End Automation: Automated critical processes such as event registration, event creation, and key Salesforce workflows.
Security First
Tips From Infoglen's IT Security Handbook
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Recognize Suspicious Activity: Be on the lookout for unusual login attempts, unauthorized access requests, or unexpected file changes. Early detection prevents widespread issues.
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Secure Shared Drives: Regularly review and update permissions on shared files and folders to ensure only authorized personnel have access.
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Avoid Public File Sharing Platforms: Use organization-approved platforms for sharing documents and data. Public file-sharing sites can compromise sensitive information.
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Two-Step Verification: Always enable multi-factor authentication (MFA) for accessing critical systems. It adds an extra layer of security against unauthorized access.
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Quick Reporting Saves Time: Immediately report any security incidents to incident@infoglen.com, no matter how minor they may seem. Prompt action minimizes impact.
By following these steps, you help create a secure and resilient workplace!
What's Cooking?
Dubai Chocolate Bar
Treat yourself to the exotic flavors of Dubai with this indulgent chocolate recipe. A perfect combination of dark chocolate, milk, and white chocolate with a touch of pistachio and sea salt makes it a luxurious treat for any occasion!
Ingredients
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200g dark chocolate
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100g milk chocolate
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50g white chocolate
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3 tbsp heavy cream
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2 tbsp butter
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1 tsp vanilla extract
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1 tbsp chopped pistachios (optional)
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A pinch of sea salt
Directions
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In a heatproof bowl, melt the dark, milk, and white chocolates over a pot of simmering water, stirring until smooth and glossy.
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Add the heavy cream, butter, and vanilla extract to the melted chocolate and stir until everything is well combined and creamy.
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Pour the mixture into a chocolate mold or tray lined with parchment paper.
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Sprinkle the top with chopped pistachios and a pinch of sea salt for added flavor and texture.
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Let the chocolate cool at room temperature for about 15-20 minutes, then refrigerate for 1 hour or until firm.
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Once set, cut into bite-sized pieces and enjoy the rich, velvety taste with a hint of exotic flavors!
To share your favorite recipes with all Infogleners, send it to us at
Up Close & Personal with Pushkar
Pushkar Sharma, our Salesforce Developer from Gurgaon, shared insights from his personal life
Pushkar Sharma
IB: What is the sweetest memory from your childhood days?
PS: My sweetest childhood memories are from summer vacations when all my cousins would gather at my grandfather's house. The joy of spending those carefree days together is unforgettable.
IB: What is your time management mantra?
PS: My mantra is to divide tasks into manageable portions and prioritize them based on their importance and urgency.
IB: What is your favorite pastime?
PS: I enjoy watching movies and listening to music during my free time. It’s a great way to relax and unwind.
IB: What if you had six months of paid vacation? Where would you travel?
PS: If given 6 months of paid vacation, I would love to travel to Las Vegas and explore its vibrant culture, entertainment, and nightlife.
IB: What are the kind of books you like to read or movies you like to watch?
PS: I am drawn to the science fiction genre, whether it’s books or movies. The imaginative and thought-provoking narratives fascinate me.
IB: What's the one thing you like about Infoglen?
PS: I appreciate the ease of access to leadership at Infoglen. It allows open communication and makes addressing concerns or sharing ideas seamless
Celebrations
Birthdays
Absar Ahmad
1st December
Vikas Singhal
3rd December
Ibrahim Ahmad
4th December
Katyayanee Behera
6th December
Bhupesh Paliwal
8th December
Narendra Jain
9th December
Aman Sharma
10th December
Urvashi Dagara
10th December
Kulsoom Ahmad
18th December
Sridevi Yenamandra
24th December
Shivangi Kandpal
26th December
Farhan Siddiqui
28th December
Sharaf Hoda
29th December
Work Anniversaries
Akash Oswal
2 Years
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Pushkar Sharma
2 Years
Shripad Pulujkar
3 Years
Maroof Ahmad
3 Years
Rajat Sharma
3 Years
Santhosh Mandala
5 Years
InfoQuiz December
Questions
What is the name of the advanced automation framework implemented for Awana’s testing efficiency?
What was the focus of Infoglen's Center of Excellence launched in 2024?
Which team won the HackaGlen 2024 challenge and what was their innovative idea?
Please email your answers to: aamena@infoglen.com & shivangi@infoglen.com to win a PRIZE
Hint: Most answers can be found on our website.
Answers for November InfoQuiz
How is Infoglen supporting CIRM’s Salesforce implementation?
Transitioning from Monday.com to Salesforce for grants management efficiency.
What was the main issue Rapid7 faced with partner communication and sales processes?
Cumbersome communication loops, inefficient quotation process,and limited access to key information.
How does thinking like an owner impact decision-making?
When you think like an owner, you stop just doing a job, you become invested in the company’s success, and you start making decisions based on the long-term impact.
Winner of
November InfoQuiz
Pankaj Sachdeva
Editorial Board: Chief Editor - Fenil Shah; Editor - Anam Alam;
Designer - Tarun Gupta & Roshan Kandari
We welcome your suggestions/ideas - anam@infoglen.com
Infoglen LLC, 100 Century Center Court, Suite # 301, San Jose, CA, 95112
Email: contact@infoglen.com, Phone: +1 408 642 5329