5 Tips to Help Maximize Your Investment in salesforce.com. A Trifecta Technologies ebook

Transcription

1 5 Tips to Help Maximize Your Investment in salesforce.com Trifecta Technologies ebook

2 Introduction: Salesforce.com is the industry-leading CRM application run in the cloud and features cloud application development platforms, like Force.com and Heroku, which allow companies to build business solutions that can truly transform their business. Your company may be one of the thousands of organizations that has taken the first step and subscribed to Salesforce, assigned licenses to users and provided log-ins to your key people. Despite all this, you have not yet seen the user adoption rates you want, the customer interaction you need or the overall efficiency you hoped for when you signed that contract. t this point we find many companies asking themselves: We have Salesforce as our CRM. Now what? In this ebook Trifecta Technologies will identify 5 Tips to help maximize your investment in salesforce.com (nd extend the platform to drive sales and engage your customers like never before.) Takeaway: Simply subscribing to Salesforce and assigning licenses to a few users will not be enough to truly transform your business. To realize success using the Salesforce CRM, organizations must look at the bigger picture if they want to drive internal adoption rates and see measurable results from using this innovative, cloud-based platform. To start, companies must define their business objectives, build consensus across your organization and establish a strong understanding of their needs. What information do your sales and customer service teams need to be more effective? How do you currently collaborate and where could collaboration bring a new level of insight into meeting your customer s needs? How does your organization currently track important metrics that drive your sales organization? Have you considered how mobile solutions will play a role in your success when creating this plan? These are just some of the questions you should address to help you maximize your investment in the Salesforce Platform. In this ebook we provide some tips that will help get you started down the right path.

3 1 Consolidate your legacy systems re you still using a variety of different systems that don t communicate with one another which can lead to missed deadlines, lost orders and angry customers? Salesforce is the ideal platform to help you consolidate all your systems through strategic integration. Takeaway: The integration possibilities that the Salesforce Platform provides are seemingly endless. There s no longer any reason to have systems that operate in a silo and not communicate with one another to share data crucial to your business and your customers. If you have Salesforce already, look closely at the other systems you re using and devise a plan on how to integrate those systems with the Salesforce CRM. Properly integrating Salesforce with your backend legacy systems will deliver a new level of efficiency and cost savings to your organization. 2 Eliminate all your manual processes re your customer orders currently fulfilled using paper order forms or multiple s to different people with no tracking or accountability for each step in the process? Using platforms like Sales Cloud and Service Cloud in combination with cloud app development platforms, like Force.com, can help streamline operations by creating systems that provide centralized, accurate and secure repositories for your most critical data. Takeaway: By extending the capabilities of platforms like Sales Cloud and Service Cloud, your organization can truly have a 360 view of all customer-related activities and improve the efficiency of your entire operation.

4 3 Embrace Social Media Become a social media-friendly company. Is your CRM fully integrated with social media? If not you may be missing out on one of the most cost-effective and efficient ways to connect with your customers. Takeaway: Social apps and social media-integrated solutions allow your organization to use social media networks like Facebook, Twitter and LinkedIn effectively to connect with prospects and customers. Creating internal and customerfacing solutions that take advantage of social media platforms and integrate with your Salesforce CRM open an entirely new way to connect with customers, regardless of industry. Social media has already gone mainstream, don t let your organization miss out. 4 Use Salesforce Chatter Use Chatter to flatten your organization and increase collaboration across every department. Do your employees currently track customer orders, inquiries or complaints using and phone calls that cannot be effectively tracked, automatically updated or reviewed by the entire team to ensure the inquiry is being addressed? Takeaway: Chatter is free, so why not use it? Using Chatter allows your entire organization to communicate and serve your customers better than ever before. Using Chatter is free with your CRM license and can even be offered to your customers to provide them with read-only access to critical information regarding their account.

5 5 Don t forget Mobile! Can your customers and sales reps access information about their orders (customers) and update customer accounts (sales reps) using their mobile device while they re on the road? Properly designed and planned mobile solutions can take the Salesforce Platform to the next level for you and your employees. Takeaway: Building a native ios or ndroid mobile app or mobile-optimized solution using Site.com that integrates with the Salesforce Platform can truly help transform your business. Effective mobile solutions help ensure your employees can access information, stay connected and ultimately drive more revenue. In addition, your customers will also count on having easy access to your company s information, whether it s via a mobile app or mobile-optimized solution. Employing a well thought out mobile strategy should be a priority for every business, regardless of industry. Mobile apps and mobile-optimized solutions are an excellent way to extend the Salesforce Platform, improve efficiency for your sales reps in the field and provide access for your customers anytime, anywhere.

6 bout Trifecta Technologies Founded 22 years ago, Trifecta Technologies provides strategic implementation of Sales Cloud and Service Cloud and develops innovative, and high-value cloud, social, and mobile applications. In addition, Trifecta develops award-winning mobile solutions and custom web applications that can be integrated with the Salesforce Platform. Trifecta is a Salesforce.com Silver Cloud lliance Partner and Heroku Platinum Partner, with a rich history of helping clients achieve successful outcomes. Trifecta was recently named one of the Top 10 Fastest growing Companies in the Lehigh Valley, one of Best Places to Work in P 2012, and named to the Inc list of Fastest Growing Companies in merica. Trifecta is strategically located in llentown, P, close to Philadelphia and New York City. Trifecta provides implementation, development and integration services for the following Salesforce Products and Platforms: Visit: trifecta.com Write: info@trifecta.com Call: Trademark Information: Trifecta, the Trifecta logo, are trademarks or registered trademarks of Trifecta Technologies, Inc. or its subsidiaries in the United States and other countries. ll other trade names are trademarks or registered trademarks of their respective holders.