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21 August 2020 | Stanisław Suchodolski

Cloud of development opportunities with appropriate CRM system

Young companies are usually reluctant to use advanced customer relationship management systems (CRM) mostly for rational reasons: financial and organizational issues, the availability of classic solutions (i. e. spreadsheets) and free tools. It often turns out that the applied solutions are not sufficient. There are growing needs in the area of management systems that allow process automation, their improvement and the increase of team efficiency. This is not only about client categorization and archiving the steps that are being taken, but also about the flow of information between the team members and the documents and materials management. At the same time, every change is a challenge related to adopting the new system and its effective usage on a daily basis. The decision about using CRM does not always go in line with the need for development, but it may raise some doubts.

The frequently asked questions during the meetings are:

  • How to improve the flow of information?
  • How to improve the efficiency of the sales team?
  • How to speed up the work of my employees?
  • How much cost the solutions aligned with my needs?
  • What happens, if the company situation changes?
  • Do I need to buy servers?
  • Does the adjustment of the system to the particular needs require code changes?
  • What happens with the collected data?
  • How many systems do I need?

The above list shows the main concerns of people who run their companies. These concerns concentrate on three areas: finances, work organization, and software capabilities. The developers focused on these areas while creating and developing SALESFORCE.

Cost scalability

Salesforce is a cloud-based software that has been developed continually for several years. Its main purpose is NO HARDWARE which means that there is no need to buy servers and hire network administrators to use it. You need internet access and the internet browser to use the resources of the system.

System implementation and solution adjustment

Salesforce market experience and cooperation model with business partners allowed to develop standard solutions that meet the needs of most companies. They enable the smooth system performance, and the intuitiveness and simplicity reduce the implementation time.

The company took care of the support facilities and the consultants that make the faster system implementation possible, and the package adaption to the practices.

What happens, if your company has a unique approach to sales and building relationships with your customers? In this situation, it would be best to use the possibility to adjust the system capabilities to the particular business needs which is also offered by Salesforce. We are able to modify ready solutions or create processes from scratch.

Work organization

Access to data is required always and everywhere in the current business environment, and the customer service process should be quick and smooth.

The companies enter the new markets (even those in remote places) because of the customer demand for services. Mobile access to data and the possibility to close the transaction anytime become a necessity. Salesforce is a tool that proves perfectly well locally and in the case of global business because it guarantees mobile access to data which allows to focus completely on customer needs. In this field, Salesforce implements the newest customer journey-related goals that are focused on building, maintaining and developing a relationship with the client. The main purpose of designing and expending the functionality is streamlining processes associated with sales management and customer service.

The particular modules support the flow of documents and information inside and outside the organization which allows the effortless distribution of billing, marketing, and informative materials.

In further articles, we will demonstrate the specific situations and areas in which the Salesforce modules support the company development. These examples will be focused on:

  • Sales
  • Customer support
  • Marketing
  • Communication with the client
  • Integration with external systems
  • Data security

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