Rhetorik Salesforce CRM Services Product Overview

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1 Factsheet Rhetorik Salesforce CRM Services Product Overview The ICT Business Intelligence Experts

2 1. Rhetorik Salesforce CRM Services Over 100,000 of the world s most innovative companies decided to deploy their Customer Relationship Management (CRM) requirements through Salesforce. It s the fastest-growing CRM system in the world, thanks to its simple, intuitive and cloud-based user interface and the immediately measurable enhancements it brings to every single business that uses it. The process of managing your customers and prospects correctly is the backbone of any effective business strategy, and it seems that Salesforce has discovered the perfect balance of automation and human decisionmaking. At Rhetorik, we ve spent over 20 years helping our ICT clients manage their customer and business intelligence databases to achieve maximum revenue growth and operational efficiency. Therefore it s a completely natural evolution of our business strategy to align ourselves with what we consider to be the best customer relationship and operational management system in the world. Ever since we ve been Salesforce partners, we ve embarked on a variety of projects to help our clients maximise their operational efficiencies and data management process using Salesforce. This factsheet showcases our Salesforce-related solutions, covering everything from a complete new organisation-wide CRM implementation down to our new plug-in application for our industry leading ICT marketing database, NetFinder. NetFinder is the ultimate marketing database for the IT and Telecoms sector, comprising of over 25,000 sites, 135,000 ICT Decision Makers and management contacts with over 70 Technology fields. Please take a look through our various products and services and contact one of our team if you d like to find out how we can help you. Ash Walia Sales Director, Rhetorik Solutions 2. Salesforce - A brief overview To be effective in business you need to be able to track and assimilate information from several different sources. Even the smallest organisations will have accounts, invoices, orders, s and budgets, and keeping on top of them can be a challenge which will require a highly effective and competent Customer Relationship Management System (CRM). Salesforce is the world s leading cloud-based CRM system, and it facilitates the centralisation of all the tools you need to keep your business running. Founded in 1999 and based in San Francisco, the Salesforce platform allows its subscribers to organise all of their important business information in an intuitive manner to help save time and increase efficiency. It is now the fastest-growing CRM system on the planet and with over two million subscribers; and Forbes Magazine has ranked Salesforce.com as the world s Most Innovative Company for three years in a row. 3. Your current CRM requirments The key to Salesforce s success has been the way they have created accessible and informationrich dashboards which can be easily customised to suit the requirements of each user. The main screen contains tabs which show the user their key accounts and targets, their tasks for the day and dashboards showing overall performance. One popular feature included is the ability to be able to synchronise Salesforce to your Microsoft Outlook account, allowing you to centralise all of your calendars and s into one place which you can access from a range of different devices. In addition to their CRM offering, Salesforce offers an AppExchange for cloud computing applications built for the Salesforce community and delivered by partners and third-party developers which users can install and add to their Salesforce environment. There are currently over 2,000 applications available on the AppExchange and these are built by Salesforce partners within their own developer platform, called Force.com using proprietary coding languages Apex and Visualforce. A consulting partner for over three years, Rhetorik has created an application for integrating ICT marketing database, NetFinder, with Salesforce. We can help you define your requirements whether you re: already using Salesforce, looking to migrate to Salesforce from a different CRM system like Sage, SAP or Microsoft Dynamics, considering using a proper CRM system for the first time. 1

3 We are happy to consult clients that would either like a brand new Salesforce implementation, or for existing users who wish to clean and enhance their existing set-up, all of which can be managed directly by Rhetorik. We re well versed in working with external consultants to ensure Rhetorik s intelligence databases, data feeds and benchmarking solutions can be seamlessly integrated into your system. If your system is already up and running successfully than we can simply supply you with our managed NetFinder Salesforce Application that will provide you with all the business intelligence from our systems with a minimal amount of CRM architectural changes. A. Rhetorik Consultancy i. Full implementation Rhetorik Solutions are a Matrix Company and as well as ICT customers, our client list includes some of the largest financial services firms in the UK, and the likes of Cazenove, Fidelity and Blackrock investments have all benefitted from full Salesforce implementations. Typically these implementations have included an element of data integration and migration from an existing CRM provider, and installation of relevant ICT data to ensure that our clients have CRM systems already populated with the data to organise their sales and marketing strategies. We offer initial consultancy workshops to ensure that each client s solution is tailored to their specific requirements. ii. CRM Review Some existing Salesforce users just require a few adjustments to their current solutions to ensure that they are using it in the most effective way possible. Our Salesforce consultants at Rhetorik offer a Salesforce optimised service to help your organisation implement and execute a successful customer relationship management strategy. Furthermore, we offer an Expert For A Day, in which our consultants are available onsite for a mixture of consultative and practical assistance to help you get the most out of Salesforce. iii. CRM Support Package Our Salesforce consultant can implement a support package that offers both on-site and off-site telephone-based / in-screen support. If your organisation doesn t have the budget for on-site CRM administrators, then this option could be a perfect solution for you. We start by assessing your overall requirements and will put forward a proposal of different support packages to suit your budget. B. Rhetorik Partner We already work closely with major ICT specialist marketing agencies and third party data providers, so we re happy to work with any consultancy to develop a system that uses our data and intelligence feeds to help you optimise your sales revenue. C. NetFinder Salesforce Application We re delighted to announce the launch of our NetFinder for Salesforce Application. Rhetorik Solutions industry-leading ICT marketing database, NetFinder has been packaged up into a managed plug-in application which is available to all clients who are currently using Salesforce as their CRM system. It has been developed and rigorously tested and passed all Salesforce protocols and security benchmarks. The NetFinder Salesforce Application contains the comprehensive business intelligence and contact information that you will find in our existing NetFinder online application, yet places it at your disposal within tabs, look-up panes and Visualforce panels within your existing CRM records. In short, the NetFinder for Salesforce Application offers a centralised view of all your ICT customers and prospects, and gives you the ability to compare, upload or amend CRM records at the click of a button. Furthermore, the application is automatically updated, which means that whenever your customers and prospects move, change names or addresses, and make developments to technical hardware or software in place, you immediately have access to the very latest information from NetFinder within your Salesforce CRM record. NetFinder Salesforce Application Product Features We ve designed this product to make everything as simple and accessible as possible. 1. Single Sign-on Once the NetFinder for Salesforce Application has been successfully installed, you ll only ever need to log in to your Salesforce account to be able to access the full functionality of NetFinder. In addition, there is a button within each account and contact record which will take you directly to the relevant selection within NetFinder. 2

4 2. Visualforce Information Panels Within each record held in your CRM system for ICT Decision Makers, you ll see an additional panel of detail below the main record. This panel contains useful and continuously-updated information at both account and contact level that we hold in NetFinder. You ll be able to see up-to-the-minute contact and site information displayed in easy-to-use tabs showing Site Details, PCs & LAN, WAN & Telecoms, Further Technologies, Servers & Applications and Financial and group structure. This ensures that the user immediately benefits from relevant and updated business intelligence information within the Salesforce account or contact record, without needing to import information or moving off the page. 3. Search Facility in NetFinder The user has an intuitive ability to look up any ICT decision-making or management contact in NetFinder using a range of selection panes across a number of search fields at site and contact level. Once the correct record has been identified, the data can be compared which allows the user to quickly identify and upload new sites and associated contacts without the need to manually key in any information. This facility can be used to maintain data hygiene standards on existing records and to facilitate correct information at both account and contact level. 4. Campaign Object Functionality The new NetFinder Salesforce Application offers complete integration the Salesforce Campaign object. It provides the user with an easy and flexible way to add data from NetFinder to campaign lists created in Salesforce. Furthermore, any campaign created in Salesforce, campaign members can be clicked on to access NetFinder data for individual contacts. The information displayed can then be manipulated to analyse sales for different campaign responses for the campaign members. For further information or to request our accompanying NetFinder Salesforce Application User Guide for a more detailed overview of the App and its functionality, please contact our sales team on or us at sales@rhetoriksolutions.co.uk. 4. What other products and services do Rhetorik Solutions offer? European Data - Rhetorik Solutions is a founder member of the European Market Intelligence Group (EMIG) and have access to over 185,000 sites and over 900,000 ICT decision-making contacts across Europe. Rhetorik Broadcast Service - Delivering you the best broadcast service for marketers by marketers. With increasingly busy schedules for the sales and marketing team, as well as internal IT resource and budgetary constraints, it is sometimes more cost effective and efficient to provide an management expert, such as Rhetorik Solutions, a short brief with data, html, subject line and timings and we take care of all the set-up, testing, tracking and reporting - allowing you and your team to focus on other important tasks and projects. Rhetorik Solutions is part of the Matrix Solutions Group. Additional services we offer include: Enhanced Intelligence - If your customer and channel data needs cleansing or integrating with your CRM system then we have enhanced systems to help with this. Inside Intelligence - We can transform the way that you manage your customer and channel information with a series of solutions, including single customer views, profiling and segmentation, and campaign management. 5. What should I do next? Contact one of the team on and we can discuss your requirements. Visit our website at rhetoriksolutions.co.uk to register for a free trial of NetFinder. us at info@rhetoriksolutions.co.uk. Visit us at our Berkshire or London offices to discuss your requirements. Come and meet the NetFinder research team at Ascot House, Finchampstead Road, Wokingham, Berkshire RG40 2NW. 3

5 Rhetorik Solutions, Ascot House, Finchampstead Road, Wokingham, Berkshire RG40 2NW Tel: +44 (0) Fax: +44 (0) Web: