01/08/2019, 16:50

What is SalesForce? Why we need to use Salesforce ? Part I

What is Salesforce? Salesforce is the CRM software solution (Customer Relatioship Management) cloud computing on demand. Salesforce is an overall CRM software solution, offering a wide range of CRM applications specializing in sales and customer service for small and medium businesses. Salesforce ...

What is Salesforce?

Salesforce is the CRM software solution (Customer Relatioship Management) cloud computing on demand. Salesforce is an overall CRM software solution, offering a wide range of CRM applications specializing in sales and customer service for small and medium businesses. Salesforce provides optional solutions for sales, management, customer care services. Many companies are using Salesforce because of its high security, great reliability and flexible cost depending on the size of the business.

Why we choose SalesForce?

  • With Salesfore as your CRM, your sales, marketing, and customer service teams can understand every customer and deliver the right message or answer when they need it. By analysing this information, you can make better decisions to close more business, reduce the cost of service, and keep every customer satisfied.
  • CRM is sifting toward cloud computing and Salesforce.com is a leader in cloud computing, offering a complete set of CRM cloud applications, a cloud platform, and a cloud infrastructure – more cost effective for a higher return on investment.
  • Salesforce gives you complete freedom to customise the CRM for your business. It’s the best way to boost adoption and make sure your CRM apps are working the way you do.
  • Salesforce also has the AppExchange – the number one destination for great pre-build business applications – for your CRM and beyond. This is the cloud-computing app marketplace for businesses, developed and hosted by Salesforce. You can get access to thousands of useful, secured and verified applications built by others, or you can even develop and market your own.
  • Not just a CRM; it’s a cloud-based platform – a complete IT infrastructure for your business hosted on their servers on top of which you can build bespoke applications to suit your business requirements. You can use Salesforce for just one thing or as a joined up platform for all that you do: a contact management system; a way to manage your sales pipeline; your marketing machine; finance management system? With Salesforce it’s up to you.

What are SalesForce features?

Chatter

Chatter is a Module that allows your member to easily update and quickly share information with customers. This is an excellent internal communication tool and customer. Customers can connect and communicate with each group of your member. So your businesses can update customer information in real time. In addition, SalesForce can support decentralization, sharing work, information and documents among groups, ensuring the work is smooth, smooth and fastest.

Manage customer information

Salesforce CRM supports business staff to capture detailed customer information about transaction history, contact information, interaction, financial capacity, etc. quickly. This information will be the reference source for the marketing and business department. Through monitoring history and exchange activities with customers, employees can develop plans with new activities for each different customer.

Track sales opportunities

Sales opportunities are something that any business cares about. With the support of Salesforce CRM, enterprises will capture all important information such as contracts, analyze sales opportunities by value, competitors, ... this tool is so fast updates and flexible responses to unexpected changing.

Partner management

SalesForce provides users with more partner management features. With this function, businesses can easily perform collaborate tasks easily. Not only that, the tool also allows for management of your partner over time based on sharing business parameters, cooperation phase.

Workflow management

Paper workflow will become as simple as possible for your member when you have SalesForce. This application allows businesses to monitor all employee activities based on features such as automating sales processes, automating approval, assigning jobs and allocating appropriate resources.

Increase productivity

Sales Cloud feature of Salesforce allows employees to simultaneously use many familiar applications such as Microsoft Outlook, Google, ... to help speed up the processing of customer information and orders quickly and smarter.

Marketing and potential customers

The centralized data management feature helps marketing to be closely monitored in each specific period. Along with the integration of Google Adwords ads, email marketing helps businesses to recognize the effective operation and make wise decisions for their business operations.

For the part II, I will introduce you with SalesForce and console , and then I will implement salseforce with rails app.

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