Archive for the ‘CRM’ Category

Salesforce, Google Docs and Google Calendar

Friday, September 25th, 2009

Google Docs provides users with an easy way to share documents and files safely online. This remarkable program also eliminates the hassle of attaching and downloading files and gives everyone the ability to read and make changes. Salesforce gives you direct access to Google Docs through an easy tab browser.

Salesforce also lets you link these doc files to existing records or other Salesforce files, giving you greater ability to organize and crosslink clients and information. This integration also gives you the ability to search for Google Docs within the system and even helps you create quotes and proposals that you can post to Google Docs for use in collaboration with partners and associates. You can also use spreadsheets with this software feature, giving you even more flexibility for sharing information.

Google Calendar makes it easy to plan and organize important events and deadlines, and Salesforce helps you synchronize and exchange all your calendars through one convenient system. Simply update an event in Salesforce and set it to synchronize with a Google Calendar to share the events with others. You can also create timelines and deadlines for projects to help you visualize your workload.

Salesforce also allows you to customize your Google Start Page by displaying important dashboard components right when you open your browser. This feature gives you a fast, overall view of your Salesforce progress, deadlines, or task lists without having to open Salesforce separately.

Next article will discuss Salesforce and Google Adwords.

CRM – Customer Relationship Management: What it is and how it works (Part 2)

Monday, January 12th, 2009

CRM helps you manage detailed information in customer accounts through its Service and Support systems. Every business knows that account management is key to maintaining not only customer relations but also creating and maintaining successful marketing campaigns. CRM lets you detail each account with all kinds of information from geography and company size to products sold. With each interaction, new information is recorded and accounts are constantly updated. Each transaction with the customer is then detailed and cataloged so you can reference it at any time. When and where you obtained each customer/lead can also be recorded so you can analyze past marketing strategies and develop future advertising campaigns to a more motivated audience.

As you can see, the Service and Support areas of CRM are directly related to the Sales and Marketing and Activity Management tools as well. While each CRM tool can be used for specified tasks, you can easily search, connect, and analyze data from all three at once.

These same Service and Support tools give you access to your employees’ interactions with customers. CRM keeps track of all customer-business transactions and gives you tools to analyze quantitative data based on number and duration of calls, total sales per employee, and more depending on your needs. CRM allows you to interpret this data through charts and graphs tailored to each individual search, giving you concise analysis at a glance. The user-friendly interface also makes it easy for your employees to manage their own customer connections and progress. This interface also provides immediate access to client information, which allows your employees to quickly gather pertinent information about accounts related to any sales calls. This provides both your employees and your customers with shorter call times and targeted, more efficient service.

This is the second in a series of articles about CRM.  Stay tuned.

CRM – Customer Relationship Management: What it is and how it works

Tuesday, January 6th, 2009

Many business software programs incorporate Customer Relationship Management (CRM) into their packages, making it easy for big and small businesses to access software that helps them manage sales and customer relationships. Integrated business software like Salesforce uses CRM tools (a) to help streamline business practices in order to promote long term customer satisfaction and (b) to help businesses work more efficiently. But what exactly is it and how does it work?

CRM is basically a bundle of software tools used to manage phone calls, orders, and accounts of each customer as well as each employee. CRM software breaks down customer actions and manages detailed accounts of interactions in order to give your business all the tools it needs to effectively communicate with each individual customer. Specific search tools, charts, and data analysis allow your business to determine the kind of customer data it needs in order to efficiently manage each account.

In the Salesforce model, CRM tools are broken down into three main areas of application:

· Service and Support

· Activity Management

· Sales and Marketing

While all three of these systems interact with one another, the software also makes it easy to target just one area of your business, analyze data specific to that area, and adjust your future business models based on charts, tables and projections.
This is the first in a series of articles on CRM.  Stay tuned.