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October 27, 2017

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5 Steps for successful Salesforce CRM Implementation

Expecting a very powerful platform with unlimited capabilities, proper planning and
commitment then switch your business to Salesforce. Implementing Salesforce CRM is
not easy but to make it successful proper planning is required. Salesforce capabilities such
as marketing, automation, lead management help businesses to grow their sales and
enhance their goal.
Experts at Aryvart offers a helpful 5 steps for successful Salesforce CRM implementation plan
for any business.
PLAN AND PREPARE
Planning and preparing the business activities before implementing Salesforce is a
successful step to complete the implementation process. First, you need to check the
objectives, goals and vision of the organization to enhance the business growth. Prepare
all your data from the existing platform without duplicate accounts and contacts will be
transferred to Salesforce after implementation.
BUILD YOUR TEAM
First, ask your users to start a quick testing of the system and the issues should be
resolved to get better chance to upgrade your support process. The implementation team
includes executives, project manager, system administrator and other users to ensure the
various process in the project. Building the right team helps to complete successful CRM
implementation.
DEPLOY SALESFORCE CRM
Once defined your requirements, you need to get the Salesforce product ready for set up
and customization. At first, create and add user and then load the data to kick-start the
work process. Once, you completed the deployment, check all your account settings are
implemented properly including users training and support.
TRANSFER YOUR DATA
Check and make a decision which data you want to import into your new Salesforce CRM Implementation
system. First, import a small batch of data to check whether all the fields are available and
import properly. After checking all these data, import all the remaining data for successful
CRM implementation. And now you can switch between existing platform to Salesforce
CRM.
TRACK YOUR PROGRESS
Don't think Salesforce is implemented successfully with importing all data, now it is the
time to make your data actionable. Tracking and monitoring the sales performance helps
you to make a decision on reaching the business goal.

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October 27, 2017

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What is the difference between ERP and CRM?

Enterprise Resource Planning

ERP stands for enterprise resource planning. It is an immense software that concerns every aspect of the activity. You can acquire a single suite or create your individual out of different modules from a variety of vendors.

Customer Relationship Management

CRM stands for customer relationship management. It is used by sales, marketing, analyze customer interaction and business development departments to manage records throughout the customer lifecycle.

Difference between ERP and CRM

1. CRM is defined as software that lets the business to trace every action with the customers and clients. ERP refers to a software program that assists the business to manage its sales processes, going on beyond the organization.

2. Customer Relationship Management is the system that should analyze and systematize customer communications, maintain the sales pipeline, support, upsells, track customer data and generate dashboards and reports on this information. Furthermore it should: organize marketing efforts, streamline your sales processes, share marketing, calculate time spent on converting leads to closing deals, automates customer service and sales collateral, learn which products/services sell best and when, prioritize contacts, maintain inventory based on historical sales information, cooperate to sell as a team, manage your organization contacts, manage your organization leads, share customer profiles with ally, see when and where leads come from etc.

3. ERP applications consolidates the data provided by various functional groups of the company and also automate and maintain back-office business activities and tasks, such as: accounting and finance, HR and payroll, purchase, manufacturing, e-commerce accounting software, distribution process management, excellent supply chain management, services knowledge base, project management, reduce redundant tasks, lower purchasing costs, standardize critical business procedures and streamline business processes.

4. CRM concentrates on boosting sales, but ERP gives prominence on decreasing costs.

5. ERP was developed earlier than CRM.

    October 27, 2017

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    How many types of CRM are there?

    CRM system can be used in small businesses to bigger businesses. The system permits the organization to better serve clients and customers, as well as probable clients/customers, by putting together information from various departments of the organization and offering them in a cohesive manner.
    There are 3 different types of CRM System used for the businesses.
    Here is the explanation of the types of CRM system

    Operational CRM
    Operational CRM centralizes the business process, includes Sales, Marketing and Service automation. The main objective of this kind of CRM is to generate leads, change them into contacts, hold all required details and offer service throughout the life cycle.

    Collaborative CRM
    Collaborative CRM is otherwise called as Strategic CRM, which enables an organization to distribute customer data among various business units like the sales team, finance team, marketing team, service team and support team. The purpose of collaboration is to uplift the quality of service and customer satisfaction.

    Collaborative CRM benefits are as follows:

    • Recognizes customer service payment reduction opportunities
    • Combines data to create an improved customer service overview
    • Promotes customer-channel communication

    Analytical CRM
    Analytical CRM helps management, marketing, sales and support organization to determine the desirable way to serve their customers. Data analysis is the major function of this type of CRM applications. It examines customer information, coming from various touch points, to get valid insights about the current status of an organization. It helps management to take the honorable decision, marketing executives to know the campaign effectiveness, sales administrators to increase sales and support organization to improve quality of support and build the strong customer relationship.

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      October 27, 2017

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      Why is it important to have a CRM?

      Customer Relationship Management is an essential application in maintaining, connecting the vendors and the customers.
      The connections are developed, it is very easy for any organization to recognize the actual needs of the customer and help them in a genuine way. The implementation of the CRM can give the fruitful result to your business.

      The 7 important points to have a CRM

      1. A CRM system consists of history and analysis of all the existing customers. This eases up searching and connecting customers and to predict customer needs efficiently and increase business.

      2. CRM contains all the details of a customer such as a name, address, contact details, order history, email-id and so on. So it is very easy to track a customer and can be used to define which customer can be beneficial or not.

      3. In CRM, customers are classified according to various aspects based on the business they perform or according to the location and allotted to different customer managers. This helps in converging and focusing on each and every customer independently.

      4. A CRM is not dealing with the existing customers but is also useful in obtaining new customers. The method begins with knowing a customer and managing all the similar details into the CRM system. The Sales agent try to get business out of these customers by following up with them and changing them into a leading deal. Which is very easily and efficiently achieved by an integrated CRM system.

      5. The Customer Relationship Management features are affordable. All the data in CRM system are saved centralized which is accessible anytime on fingertips. This lessens the process time and enhances productivity.

      6. Effective dealing with all the clients and implementing them what they actually need improvements the customer satisfaction. This improves the chance of getting more contracts which eventually enhance income and profit.

      7. If the customer is happy they will always trust and will continue in business always resulting in expanding customer support and eventually improving the growth of the business.

      In these days the world become commercial, they are making the practice to deal with existing customers and getting more customers in the loop. By the CRM system, you can surely improve the business situation and reach the destination in the marketing effectively. So that’s why we recommended CRM system for your business.

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        October 27, 2017

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        What is Salesforce CRM?

        Salesforce began with the creative power of reinventing Customer Relationship Management (CRM). To grow your business revenue, all you need is Salesforce Customer Relationship Management. Salesforce applications are run on the power of the cloud so users can access its full functionality without high maintenance and setup costs. It provides customers the ability to track and monitor their routine task, events and automate their work process, you can also work from any device at any location without any disruption.

        Salesforce delivers reliable data, protection and security so that important data will not be lost. Using this CRM no need to get involved with coding rather it is designed to reduce customer difficulty. It is not only for Sales and Marketing but also enables you to manage all customer interactions, designed to help your organization/business can grow and succeed in the digital world.

        It has several portals for businesses to improve customer satisfaction which helps customers to search and find their content they need. Self-service is the first portal of Salesforce CRM allows customers to check their purchasing, the status of orders, cancel facilities without contacting the support person, you can do it by yourself and this promotes customer satisfaction.

        Customer Portal allows customers to manage and access their data within custom objects, it also provides an online support channel for customers to resolve their issues without contacting customer service. Partner Portal helps their partners sign in to Salesforce account through a separate website, the users can only see and manage the data if they have proper user access/permissions. Partner Portal gave access to external businesses to your Salesforce database which helps to get more leads and business opportunities.

        It has a wide range of CRM categories include Sales Cloud, App Cloud, Marketing Cloud, Community Cloud, Service Cloud, Analytics Cloud, Data Cloud and IOT that meet your business needs and goal.

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        October 27, 2017

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        How can CRM help for your business?

        1. Enhance Decision Making:

        CRM help which emits light on important news. Business proprietors and administrators can help from complete and extensive reports that estimate sales and returns, analyze service ventures and pursue business accomplishment in the feature. CRM analysis tools can also serve both short and long term flows and difficulties, as well as intelligent users to inherent business possibilities.

        2. Confer Anytime, Anywhere Data Access:

        Important data is no longer secured in the office. CRM can give employees free access immediately to a centralized, customizable way of sales and maintenance ventures. Administration, sales delegates, and support staff can access entire customer histories, pricing info, knowledge, record data and other types of knowledge from any area via a Web browser.

        3. Implement Enhanced Sales Tools:

        Businesses can use CRM to make shorter sales periods and develop close relationships with software that development lead and opportunity administration. Businesses can also use the technology to build and strengthen workflow practices, customize automated sales methods, advance quotes and centralize order management.

        4. Develop Call Service:

        In the call service, CRM technology allows agents to immediately hire, maintain and resolve conflicts with automated routing, queuing and service request growth.

        5. Recognize Regular Customers:

        CRM forms can enable call services agents to naturally recognize incoming phone calls from past clients, spontaneously remembering important data from an enterprise’s CRM operation. When a call from a known client comes in, the agent gets a pop-up on his or her desktop offering a comprehensive picture of the customer’s relationship with the firm, including data about the individual’s past acquisitions, goods and service choices, and payment records. The technology also promotes the cross-selling of other services and products by highlighting and recommending dilemmas or improvements.

        6. Access New Sales Path:

        CRM help forms allow companies to acquire orders over the Web and from mobile devices. The technology also allows companies to build shopping presences on, and receive orders from, social networks.

        7. Improve Productivity:

        With CRM, selling and marketing factors can be secure, seamlessly connected and automated. By saving critical enterprise data in a common situation, users can instantly gain access to and distribute critical information, correcting them significantly boost marketing richness.

        8. Secure Customer Support:

        Agents with complete CRM knowledge have the data and methods required to know their customers, enabling them to form individualized connections. This type of bonding can increase customer comfort and maximize gains.

        9. Serve Your Best Customers:

        CRM data can help workers recognize their most valuable customers and give them the greatest level of service. This approach allows businesses to build value from their existing customers and decrease the costs associated with maintaining and sustaining them. Such service can improve the business overall performance and reduce the entire cost of sales.

        10. Improve Teamwork:

        With valuable customer data in hand, workers can easily share sales and order data with partners who specialize in particular types of accounts.

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          October 27, 2017

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          What is Customer Relationship Management?

          CRM or Customer Relationship Management software is a tool that allows you to have successful interactions and communication with customers, business partners, suppliers to increase sales and business productivity. CRM can enable you to actively manage your customer relations in an organized and strategic way. It makes the small business owner delight each and every one of your leads, prospects, and customers through personalized correspondence. CRM understands your customers and their needs in order to maximize your marketing and customer service capabilities.

          Customer Relationship Management manages all the business contacts data includes leads, prospects, customers, and also other business partners. CRM consolidates customer information and documents into a single CRM database so that business users easily access and manage it. It stores activity information for phone calls, meetings, emails and much more. This helps you know exactly what to talk about the next time you meet or email someone. It has the ability to track performance and productivity based on information logged within the system.

          Many numbers of small businesses struggle with index cards or spreadsheets and some point systems become highly inefficient. If you have more business contacts, it’s time to implement a CRM that all the fields can be modified, edited and customized to fit your business needs. Using a Customer Relationship Management system, you can track of customer information such as contacts, communications, accounts, purchases, and preferences; it helps you improve your profitability. Without the support of an integrated CRM solution, you will not improve business opportunities and sales revenue.

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