Archive for the ‘CRM’ Category

Salesforce.com for Customer Service

Thursday, August 26th, 2010

Imagine a successful company for a second – what are some of its characteristics? Innovation, organization, and automation are definitely at the top of the list. These are some of the things that make a company sustainable in the long run.

Another important aspect of a successful enterprise is the quality of their customer service, both offline and online. In today’s digital age, there are many tools that help companies stay in touch with their customers via the Internet. And the best part is that it increases their sales. Customer relations can really be broken down into three areas:

-        New client acquisitions: sales process

-        Improving current clients’ experience: building a strong base of loyal customers

-        Repeat-business: long-term retention strategies

Before we had the Internet, there were tons of books written on each of these three categories. The tactics improved with time, and new ideas were discovered, but the whole “customer service” process has not undergone a massive change until the era of the Internet.

With that, many companies are still clinging to the old ways of doing business and are simply “testing out the waters” with their online marketing. Others, on the other hand, are jumping in with both feet – and reaping the wonderful benefits of modern-day technology.

A very useful piece of software that has become an integral part of many company’s successful customer service process is called Salesforce Customer Relationship Management (CRM) Software. It’s a web-based program that is integrated into your company’s website and eventually automates many of your operational tasks, which saves you a lot of time and money.

Here is a quick list of some of its most essential components:

  • Sales process: this phase includes contact management, tracking of the sales process for new clients, and automatic price generation
  • Marketing: automatically qualifying and generating leads and measuring your success with various marketing campaigns (on and off-line)
  • Job scheduling: tracking of pertinent documents, scheduling and email correspondence between various departments; very useful for smooth collaboration between workers in remote locations
  • Social Media integration: brings companies into their clients’ social world by carefully reaching out through various social media campaigns

Salesforce CRM works not only within the framework of a web browser, but also on various smart phone devices. Instead of trying to come up with different software applications and trying to figure out how to make them work together (and they usually don’t), Salesforce CRM takes care of all your sales, customer service and marketing needs in one program. Wouldn’t it be great to have these processes automated? Learn more about it HERE.  

What is Cloud Computing?

Friday, July 2nd, 2010

There is so much talk nowadays about Cloud computing I thought it might be helpful to discuss the topic in a way that I think everyone can understand. So here is a three-part article on Cloud computing broken up in three topics: (1) What is Cloud computing, (2) What are the benefits of Cloud computing and (3) What is the future of Cloud computing?

According to Wikipedia, cloud computing is internet computing whereby shared resources, software, and information are provided to computers and other devices on demand similar to an electricity grid.

Cloud computing is a paradigm shift following the shift from mainframe to client-server in the early 1980s. Details are abstracted from the users, who no longer have need for expertise in, or control over, the technology infrastructure “in the cloud” that supports them. Cloud computing describes a new supplement, consumption, and delivery model for IT services based on the Internet, and it typically involves over-the-Internet-provision of dynamically scalable and often virtualized resources. It is a byproduct and consequence of the ease-of-access to remote computing sites provided by the Internet.

The term “cloud” is used as a metaphor for the internet, based on the cloud drawing used in the past to represent the telephone network, and later to depict the Internet in computer network diagram as an abstraction of the underlying infrastructure it represents. Typical cloud computing providers deliver common business applications online that are accessed from another Web service or software such as a Web browser, while the software and data are stored on servers.

Most cloud computing infrastructure consists of services delivered through common centers and built on servers. Clouds often appear as single points of access for all consumers’ computing needs. Commercial offerings are generally expected to meet quality of service (QoS) requirements of customers and typically include SLAs. The major cloud-only service providers include Salesforce.com, Amazon and Google.

According to wikiinvest.com, a simple example of cloud computing is Yahoo email or Gmail. You don’t need software or a server to use them. All a consumer needs is an internet connection and you can start sending emails. The server and email management software is all on the cloud (internet) and is totally managed by the cloud service provider Yahoo, Google, etc. The consumer uses the software alone and enjoys the benefits.

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.