SalesForce CRMImplementation & Development

What is CRM?

CRM (Customer Relationship Management) is a software used to manage the customer data in an enterprise.

CRM cloud apps provide Cloud based storage used for real-time visibility of team’s activities. CRM Cloud apps also helps in customer data management.

Marketers needs to track sales and Leads of buyers and seller. Nothing is important than this process for a marketers. CRM cloud applications help marketers to track leads and sources.

We can say CRM is useful in all type of business and industries.

Characteristics : CRM to work effectively

For CRM to work effectively, it must have following characteristics:

1. High reliability – uptime that exceeds 99.9%2. High performance – data access in less than 300 ms3. High security – industry certifications such as ISO27001 and SAS

70 Type II4. An effective CRM infrastructure is based on Multitenancy –

Multiple customers sharing common technology and all running on the latest release, much like Amazon.com or Google.

What is Salesforce CRM ?

Salesforce is a CRM application built on the Force.com platform.

How it manage the data?

It can manage all the customer interactions of an organization through different media like ;

• By phone calls.• By site email enquiries.• By Communities.• By social media.

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Force.com Platform for Salesforce

Force.com is a platform for creating applications in the cloud with absolutely no software or hardware investment required. The apps used for creating data-centric and collaborative data.

In fact, there is no chance of data lost here, because there are the feature of auto back-ups.

The Force.com platform allows you to build custom applications using Salesforce as an engine.

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What makes Salesforce markable?

Salesforce works by managing the standard objects, and maintaining the relationships between them, and the standard in-built functionalities. It is built on the following different types of cloud:

1. Sales Cloud2. Service Cloud3. Marketing Cloud4. Custom Cloud5. Analytics6. Salesforce Automatation.

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Users the Salesforce CRM

Who should use the Salesforce CRM?

The answer is simple – ‘Everyone’.

It offers different editions like Group, Professional, Enterprise and Performance (For Sales Cloud). An organization can select the edition they, according their aims, and the features they require. Do note, the editions have price variations too.

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Salesforce Implementation Steps

Following steps take place in the typical Salesforce implementation:1. First consulting you to understand your business process, and

your requirements for Salesforce.2. Plan and Prepare - Make the strategy of SalesForce

Implementation for you.3. Setting and Customizations - Check which type of editions you

need after initial setup.4. Deploy Salesforce CRM - Set the features for Salesforce

configuration, customizations and integration.

Salesforce Implementation Steps

1. Check the communities needs2. Check the Data & Reporting needs.3. Performing UAT, and Training to the End Users.4. Most important – The Documentation capturing Requirements,

Architecture, Technical Design, Data Migration, Test Plans, Test Cases & Testing, UAT Plans, and Training Manuals

Now Your Decision about Salesforce..!

Well, the list gives a broad overview of what to expect from a powerful CRM solution provider like Salesforce.com. If you are using Salesforce, then Congratulations! If you haven’t decided yet, let’s think about it.

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