Five Easy Steps to Salesforce CRM

Salesforce is world’s leading CRM solution provider. It works on a cloud computing platform that helps a business to store everything on the internet and access it anywhere as and when they want to. Salesforce is the first SaaS (Software as a  service) CRM solution also referred to as “on-demand software,” is a software delivery model in which software and its associated data are hosted centrally (typically in the (Internet) cloud) and are typically accessed by users using a thin client, normally using a web browser over the Internet. With the help of this software, the company is able to create target lists of salesforce customers to focus on.

Following are five easy steps towards Salesforce CRM : 

1. Gather all important data about leads, customer information, prospects, past sales and prospect sales one centralized system.
2. This centralized information should be accessible to each member of your sales team. This information should preferably be available on all computers used by the team members, be it at home, office, their PDAs etc.
3. Ask your team member to schedule all appointments, call-backs follow-up in the same system. This way you create a transparent scenario where each member of your teams knows where is everyone standing. This way you can easily track the order, re-order information and you also have the information about when a customer issue has been mishandled.
4. Run reports so that you know about your hottest leads, who all are due for re-order or are ready to become your customers.
5. Run reports to know about the sources who generate leads or where your business comes from, who your most profitable customers are, and why 20% of your base is worth 80% of your revenue each and every year.

What is Salesforce Customer Relationship Management?

 

When asked about what is the most important thing in any business, majority of the people replied about the products, services and employees. There were very few who correctly answered it. The right answer is its customers. Customers mean the most to any organization. The company’s commitment towards these customers and clients becomes an integral part of the organization and this is the point where Customer Relationship Management comes in picture. When we talk about a CRM solution or a CRM software, one picture that runs through our mind is Salesforce.

Salesforce CRM solution is world’s leading CRM provider and is best amongst all SaaS software. With the help of this software, the company is able to create target lists of salesforce customers to focus on. Salesforce CRM Software is the central nervous system of your organization without which the functioning between all departments of your company special marketing and Sales is paralyzed. It is the tool by which decision-making and revenue forecasting becomes easy.

The three main advantages of using Salesforce CRM solution are as follows :

• Shortened sales cycle
• Increased revenue
• Reduced cost of sales and customer services

5 easy steps to Salesforce CRM:

• Gather all important data about leads, customer information, prospects, past sales and prospect sales one centralized system.

• This centralized information should be accessible to each member of your sales team. This information should preferably be available on all computers used by the team members, be it at home, office, their PDAs etc.

• Ask your team member to schedule all appointments, call-backs follow-up in the same system. This way you create a transparent scenario where each member of your teams knows where is everyone standing. This way you can easily track the order, re-order information and you also have the information about when a customer issue has been mishandled.

• Run reports so that you know about your hottest leads, who all are due for re-order or are ready to become your customers.

• Run reports to know about the sources who generate leads or where your business comes from, who your most profitable customers are, and why 20% of your base is worth 80% of your revenue each and every year.

Importance of Data De-duplication

Duplication of data is a major concern across companies having large databases. A massive amount of data is created on daily basis and involves a high risk of duplication. Data cleansing has become an important aspect for companies with large customer information, it is exactly like house cleaning on daily basis. Delayed cleaning is harmful for database as well as the organization. Timely cleaning is very important here.

• Data duplications has various disadvantages, few of them are as listed below
• Excessive data duplication is harmful for your network traffic
• Storage management becomes difficult and expensive
• Backup and recovery process slows down.
• Leads to duplicate leads, duplicate accounts and duplicate contacts.

Data Duplication has various disadvantages for CRM software like Salesforce.com. Following is the impact of data duplication on salesforce.com

• It affects sales forecasting and revenue, and creates lot of confusion and conflicts amongst sales representatives. With duplicate records in the database, users are unable to clearly tell what accounts they own and need to work.
• Duplicate data is generate from different sources, which means that you might call a customer to sell a product which he already has bought and you missed this information because it was stored in different salesforce customer list.
• Duplicate database hampers the quality of your CRM data if you look at from an administrative point of view.
• Tracking the size and growth of your database becomes very difficult with duplicate data.
• Queries and reports take longer time than usual and the performance becomes an issue. The efficiency and productivity of the user are compromised to sort through multiple records.
• The requirement of a salesforce user is to get specific information, quick access and a clean and complete database. Sorting a massive duplicated salesforce customer list is a painful time consuming task. The Salesforce CRM software was designed to deliver a quick, clean and complete reports related to customers by which an organization can increase its productivity and efficiency. However, duplication goes against it.

Conclusion : De-duplication of data at every stage is a very critical aspect to implement a successful Salesforce CRM.

Salesforce.com Customer List

Salesforce.com is a leading CRM software used by companies all over the world. SalesForce CRM is an online web-based Customer Relationship Management (CRM) service from Salesforce.com. Salesforce users list is comprised of small, medium, large, private, fortune 500 and fortune 1000 companies / organizations. This database supports almost all b2b marketing programs and processes such as lead generation, trade show promotions, consultancy services, executive search, and for channel Marketing. The salesforce.com list gives you the access to the key decision makers of customers who have purchased products of various Salesforce CRM. These lists contain key contacts of Salesforce customers who opted in and are verified by experts.

Who all uses Salesforce.com?

The salesforce.com CRM customer base rose upto somewhere around +97,700. Salesforce has become a leader in cloud-based Customer Relationship Management (CRM) solutions. The salesforce enterprice clientele is increasing day by day. Many of the popular enterprises have bought one or more salesforce CRM solutions.

Following is a list of salesforce customers categorized in three categories i.e. Small enterprise, medium enterprise :

Salesforce Small-Business Customers :

Salesforce Midsize-Business Customers :

Salesforce Enterprise Customers :

To see complete list of Salesforce.com customers you may visit salesforce.com customer index that has a long list of all the businesses using ssalesfor CRM solutions.

Key Features of Salesforce.com Customer List Management

• Target valuable Opportunities : set up notification on triggers detected like website changes, news etc. These triggers should be according to your requirement and you can receive notifications via salesforce chatter.
• Organize and Prioritize Prospecting Activities : Within Salesforce you can target the best prospect to engage first. Build a salesforce customer lists based on criteria like title, industry, geography and other credentials so that you can prioritize prospects in each of your salesforce list based on the depth of the data.
• Spend Less time researching and more time in Selling: The key benefit of salesforce customer list management is that it quickly qualifies leads and prepare for calls spending less time in researching. Salesforce provides you with accurate information about prospects. Salesforce also offers various tools with which obtaining company and contact information along with latest news and triggers and competitors of a company becomes very easy.
• Improves Reporting Accuracy, Reduces Territory Conflicts and Automate Processes :  Populate or update salesforce accounts, lead and contact information with standardized data. You can import corporate parent links when updating and existing account. The salesforce software can also identify duplicate data and can avoid recording and void data into your database. It cleanses your database before sending it to the salesforce list.
• Customize Data population to fit in your sales process and other teams or organizations : Data maping and customization are important features of salesforce customer list management. You can map and populate custom fields in account, lead and contact records. Use record types to customize data for multiple teams or organizations. Customize picklist values to use when populating industry and ownership fields.