Salesforce : A Cloud Based Client Relationship Management

It changes the way that you can interact with your customers and with your suppliers.” Email, messaging, social networking, and sales force management are described in this case study. The applications support business functions that include collaboration, location-based services, and communications with colleagues. These applications improve operational efficiency and decision making by allowing people to communicate from wherever they are.

Staffing this position has been an issue. It can be a stressful environment requiring the employee to juggle a large amount of information and make decisions quickly. Having a resource tool available with the amount of information readily available and the ability to obtain and navigate customer data and scheduling information makes this a much more efficient task for both the employee and customers. The CRM system would also improve the ability of transitioning and training new employees for the coordinator position by maintaining all customer data in one program the coordinators will not simply be using memory alone as the familiarity with each customer’s preferences.

Simplifying the sales process along with exceeding customer expectations was the goal (O’Brien & Marakas, 2011). In order to accomplish that, identification of the exact data needed was the first step. By merging the various modules for customer management, would allow for instant information, such as inventory status, history of sales for a particular customer and open orders, that the salesperson could access while face to face with the customer. Making the system low data input increased the productivity and strengthened the customer bond. Consequently, the sales team realized a

However, users who want to try their hand at design have unlimited options. Whether they want to change the backgrounds, add colorful, creative widgets, or animate their text, upload their own graphics or use free, provided

Firstly, one of Salesforce CRM strengths is pricing. The price of a Salesforce CRM license starts as low as $25 per user per month for any small business owners, and as high as $250 per user per month with the unlimited edition for large organizations. There are four options for its users: $25 for SalesforceIQ, $65 for Professional, $125 for Enterprise, and $250 for Unlimited Editions per user, per month. Thus, almost every business owner can afford Salesforce CRM no matter the size or type of the business (“Sales Force Automation and

On-premise CRM systems is when a company buys a system from a vendor and then installs them. This is expensive, time consuming, and inflexible. On-demand CRM systems, on the other hand, is when the system is hosted by an outside vendor in their data center. This reduces the cost of buying a system and having to have people trained in maintaining the system. Open-source CRM systems have the best of both worlds. They allow for variety, customization, and fair pricing. However, since these software are created by unpaid developers, there is no guarantee of quality of the system when there is no evident authority to oversee the work. Since the company is still small and requires less usage, I would recommend that the company use the on-demand system that is cheap and more cost efficient. Later on, when the company expands even more and can afford better systems, then they can upgrade to open-source or on-premise systems.

Salesforce.com is a cloud computing company that specializes in their customer relations management (CRM) products. Customer relations management consists of the processes a company uses to track and organize its contacts with customers and it improves services offered to customers and uses customer contact information for targeted marketing(Bidgoli). Salesforce.com was founded in 1999 by former Oracle executive Marc Benioff and former Left Coast Software software developers Parker Harris, Dave Moellenhoff, and Frank Dominguez. The company was a $4 million dollar startup based out of a San Fransisco apartment. They offered free trials to friends in exchange for customer feedback and suggestions. After a month of feedback the founders hired an official sales person and their assignment was to convert the 5 trial customers into paying customers. Through the years, they have made changes to their selling techniques but their products have always been focused on the customer. Now in 2015 Salesforce is the #1 CRM company with over 100,000 users, and it’s a public traded company with a market capitalization of $50 billion(Nasdaq). The rapid success of Salesforce is the result of their mission to stay innovated and relevant.

Salesforce has been selected as the business partner of choice for CRM software. The decision was made based on its reputation in the marketplace. Key features housed in Salesforce.com (SFDC) include the ability to manage contacts, opportunities, integrate

The product portfolio included Customer Relationship Management and ERP software for - Auto Parts, Computer/ Office Supplies and Medical Devices companies

Insightly collaboration tool is a customer relationship management (CRM) application for small to medium-sized businesses (SMBs). According to the insightly homepage, insightly is a cloud-based project management program with features that allow users to connect multiple projects together as well as provide support and tracking within the same application (Insightly, n.d.). The purpose of this assessment is to bring readers a descriptive report on the Insightly customer relationship management collaboration tool, at the same time provide an impartial evaluation of the application and its main features.

To achieve business agility in the area of marketing, SW4’s sales and marketing departments must collaborate in order to anticipate challenges and opportunities before they occur (Heisterberg & Verma, 2014). To achieve optimal collaborative marketing, SW4 must effectively implement a collaborative CRM software application so that sales, marketing and other departments can easily share information they collect from customers. So that all organizations involved in SW4 have access to one CRM software, these systems must utilize cloud computing as well as be effective in three key marketing management functions: Marketing Planning, Campaign Management, and Customer Analytics. By doing this, SW4 will be able to improve cross marketing campaigns and sales promotions, discover the optimal approach to delivering products and services to different customer segments while creating a competitive advantage for Sonoma Worldwide Wine Week and increasing profitability for each organization (Baltzan, 2013).

Secondly Intuit’s Demandforce program is a marketing software that helps businesses to market with ease as well communicate with customers without any problems. This program provides the business with automated reminder meaning that their clients won’t miss as appointment by reminding them by phone, email or text message. The customer referral part of the software makes it’s easy for clients to recommend the business to their family and friends. Lastly the certified review programs collets and showcases the business’s client reviews across the internet and promotes the business. Intuits also provides business with payroll services which creates unlimited amount of paychecks instantly and also calculates payroll taxes automatically. These are just a few of the services that Intuit provides to small business, they have a full range of products and services for businesses of any size and caliber. Overall, Intuit’s purpose of being in business is to make it easier for business to be able to do business.

Marketing is the best platform through which the company can be its potential customers to buy its products and services. Therefore, the management should plan strong campaign team that will enable the company employees to engage customers on one on one discussion about their products and services. The platforms should design so as to enable the company to have more subscribers, fans and followers talking about XYZ products and services. The platforms will allow the company to create a connection that will enhance the quality of service delivery and product production. The best place to create such platform is the social media; currently, the social media has become the place where most people spend their time. The popularity of social sites such as Facebook, Twitter, and Google Plus is not

Develop and provide personalized solutions for its target segment that address specific needs of customers.

The new system introduced a full integration with fulfillment order system and billing system that reduced manual data entry and allowed salespeople to spend more time selling. iZeno tailored workflow rules that would automatically route leads to sales team based on specific attributes, such as lead source. Sugar Professional also incorporated delivery information in one system to allow sales person to ensure delivery of equipment and activation of lines on time. For management, user-friendly reporting tools allow executives to create charts and customized reports which provides management a 360°view of accounts, sales targets and business line performance. “With the help of iZeno, Sugar Professional has removed obstacles and unlocked the potential of our sales teams,” said Schutt. With its success, Digi plans to expand its implementation of Sugar Professional to more areas in its organization. Specifically, Digi will be introducing Sugar into its field operations—the dealer networks responsible for a large portion of its sales. It will also be deploying Sugar campaign management features to deliver more closed-loop processes between marketing to sales. “We are off to a great start with Sugar and now we see the potential of how it can positively impact our entire customer operations.”