MIS CRM Software Ppt

8/18/2019 MIS CRM Software Ppt

1/18

Salesforce CRM

DENNNA

SA


2/18

Customer RelationshipManagement

Customer relationship management ( CRM ) s a! a""roac# $omanaging a co%"a!&'s interaction with current and futurecustomers .

T#e CRM a""roac# $r es $o analyze data a o $ customers'history * $# a co%"a!&+ ! or,er $o e$$er improve businessrelationships * $# c s$o%ers+ s"ec -call& focus ! o! retaining

customers + ! or,er $o drive sales growth .I!for%a$ o! s co%" le, fro% a * ,e ra! e of , /ere!$ c#a!!els+

!cl , !

co%"a!&'s *e s $e+

$ele"#o!e+ e%a l+ l 0e c#a$+

%ar1e$ ! %a$er als+ soc al %e, a+ a!, %ore


3/18

I!, s$r& lea,ers ! c s$o%er rela$ o!s# " %a!a e%e!$ !cl ,eSalesforce+ M crosof$+ SAP+ a!, Oracle.

A%o! s$ CRM co%"a! es , Salesforce co!$ ! es $o s ""l& thelargest share of systems .

Pre,o% !a!$l& 1!o*! for CRM s&s$e%s+ Salesforce o/ers a * ,era! e of c s$o% 2a le "la$for%s fro% sof$*are $o clo , ase,"ac1a es.


4/18

What is Force com !

3orce.co% s a "la$for% for crea$ ! a""l ca$ o!s ! $#e clo , * $#a sol $el& !o sof$*are or #ar,*are !0es$%e!$ re4 re,.

T#e a""s $# s crea$e, are ,a$a5ce!$r c a!, colla ora$ 0e.

I! fac$+ $#e ,a$a s !e0er los$ #ere+ eca se $#ere are a $o ac15"s.


5/18

Salesforce com

Salesforce com s a! A%er ca! clo , co%" $ ! co%"a!&#ea,4 ar$ere, ! Sa! 3ra!c sco+ Cal for! a. I$s l$ o! $#e Force com platform

T#o # $s re0e! e co%es fro% a c s$o%er rela$ o!s# "%a!a e%e!$ (CRM) "ro, c$+ Salesforce also ca" $al 2es o!co%%erc al a""l ca$ o!s of soc al !e$*or1 ! $#ro # ac4 s $ o!.

As of earl& 6789+ $ s o!e of the most highly valued A%er ca!clo , co%" $ ! co%"a! es * $# a %ar1e$ ca" $al 2a$ o! of

"#$ billion


6/18

T#e Salesforce cloud s a lea,er ! o!5,e%a!, c s$o%errela$ o!s# " %a!a e%e!$.

T#e s&s$e% o/ers a roa, s $e of CRM a""l ca$ o!s for

s%all+

% ,5%ar1e$ a!,

e!$er"r se or a! 2a$ o!s+ * $# a foc s o! sales a!, s ""or$. * $# a foc s o! sales a!, s ""or$.

T#e Salesforce app #as ca"a l $ es $#a$ !cl ,e+ sales%a!a e%e!$ ( $s #er $a e)+ %ar1e$ ! a $o%a$ o!+ "ar$!errela$ o!s# " %a!a e%e!$ a!, c s$o%er ser0 ce.


7/18


8/18

Features of Salesforce CRM

Mos$ s "er or CRM a0a la le ! $#e %ar1e$.

So%e of Salesforce>s %os$ "o" lar fea$ res !cl ,e

Sales forecas$ ! +

Colla ora$ o!+

Co!$ac$ %a!a e%e!$+ a!, re"or$ ! .

Salesforce cla %s $#a$ $#e a""l ca$ o! of $s CRM s&s$e%s ca!!crease re0e! e & ?7 "erce!$. I! a,, $ o!+ Salesforce sa&s $ssof$*are !creases sales "ro, c$ 0 $&+ " "el !e+ * ! ra$e+ a!,forecas$ ! acc rac&.

T#e $ l 2a$ o! of a CRM s&s$e% ca! $rac1 all sales ac$ 0 $& !cl , !"as$ a!, f $ re c s$o%ers. T# s !for%a$ o! "ro0 ,es !s #$s forco%"a! es $o ac$ o! # #er "o$e!$ al c s$o%ers.


9/18

I! c s$o%er foc se, !, s$r es+ CRM s&s$e%s "ro0 ,e !s #$s $oc s$o%er !for%a$ o! a!, ,ec s o!s. I!for%a$ o! s c# as soc al%e, a+ e%a ls+ a!, cl e!$ ,a$a ca! #el" co%"a! es !,ers$a!,c s$o%er !ee,s a!, le0era e "o$e!$ al sales.

No$ o!l& ca! a CRM e $ l 2e, * $# lar e co%"a! es+ s%alls !esses ca! e!e-$ fro% "a r ! Salesforce * $# acco !$ !

sof$*are. Salesforce cla %s $ * ll !creas ! sales & " $o 6@"erce!$+ sales "ro, c$ 0 $& & " $o ? "erce!$ a!, forecas$ !acc rac& & 6 "erce!$.


10/18

+ow Salesforce CRMwor(s !


11/18

he Standard -b.ects inSalesforce


12/18


13/18

Salesforce CloudSales Cloud

Sales Clo , %a !l& *or1s ase, o! ea,+ Acco !$+ Co!$ac$ O""or$ ! $& o ec$s.ea,s ca! e f r$#er co!0er$e, !$o acco !$+ co!$ac$ a!, o""or$ ! $& o ec$s 5a!%"or$a!$ l$5 ! f !c$ o!al $& of $#e Sales Clo ,. =#a$'s %ore+ f a!& c s$o% -el,s

are a,,e, $o $#e lea, o ec$+ $ s also "oss le $o se$ $#e %a"" ! for $#e%.O""or$ ! $ es are *ell %a!a e, & 0 ! $#e% , /ere!$ s$a es a!, "ro a l $ es.

Service Cloud

I! Ser0 ce Clo ,+ $#e ase o ec$s are cases a!, sol $ o!s. A Ser0 ce E ec $ 0e ca!

crea$e a case o! a c s$o%er e!4 r& or a co%"la !$+ a!, $#e corres"o!, ! sol $ o!ca! e s$ore, ! a sol $ o! o ec$. T#ere s so%e s$a!,ar, f !c$ o!al $&+ l 1e e%a l $ocase+ *# c# * ll a $o%a$ call& crea$e a !e* case ! $#e CRM o! e0er& c s$o%er e%a l.

Mar(eting Cloud

Mar1e$ ! Clo , s a! a""l ca$ o! for %ar1e$ ! " r"oses. I$ #el"s ! $#e crea$ o! a!,e ec $ o! of %ar1e$ ! ca%"a !s+ e%a l "ro%o$ o!s+ a!, %ore.


14/18

Custom CloudC s$o% -el,s ca! e a,,e, $o $#e s$a!,ar, o ec$s+ a!, c s$o% *or1Fo*sca! also e crea$e,. 3or c s$o% 0 e*s as *ell as s !ess lo c+ V s alforce"a es a!, assoc a$e, a"e classes ca! e se,. All of $#ese c s$o% 2a$ o!fac l $ es %a1e $ "oss le $o f l-ll s$ a o $ a!& !ee, a CRM ser %a& #a0e.

/nalytics

E0er& CRM a""l ca$ o! % s$ e a le $o "rese!$ re"or$s * $# $#e ,a$a s$ore,! $. I! Salesforce+ $#e GRe"or$s a!, Das# oar,s' fea$ re e!a les e/ec$ 0e

a!al&$ cs.

T#ere are a ! % er of s$a!,ar, re"or$s assoc a$e, * $# $#e s$a!,ar,o ec$s. Eac# re"or$ ca! e se, $o crea$e ,as# oar, co%"o!e!$s l 1e

ra"#s. S$a!,ar, Re"or$s are "lace, ! $#e fol,ers a0a la le ! Salesforce+ so-!, ! $#e re"or$s are eas&.


15/18

Salesforce automationSalesforce a $o%a$ o! fea$ res !cl ,e $rac1 ! lea,s+ %a!a !e%a ls+ ass ! ! $as1s+ !o$ -ca$ o!s+ a""ro0als e$c. T# s CRM * ll#a!,le all $#e a $o%a$ o! re4 re, for $#e sales+ %ar1e$ ! a!,ser0 ce "rocesses.


16/18

0imitations of Salesforce CRM

H # le0el e ec $ 0es $e!, $o e # #l& se"ara$e, fro% ,a$a* $# ! $#e CRM "la$for%. Co!$rar& $o $#e % ss o! of !creas !e c e!c&+ a co!0ol $e, "la$for% ca ses a , sco!!ec$ * $# sers.

Nee,s a rea$ ,eal of $ra ! ! $o e$ ac4 a !$e, * $# $#esof$*are.

T#e re"or$ ! "rocess ca! e , c l$ for e0e! a! e "er e!ce,

ser. T#e c s$o% 2a$ o! $ool1 $s ca! e $oo $ec#! cal.As a $ool+ Salesforce s o!l& as "o*erf l as $#e !, 0 , als *#o

se $. T#e lar es$ l % $a$ o! of Salesforce s !o$ !ecessar l& $#eco%"le $& of $#e "la$for% $self $ $#e * ll ! !ess of a!or a! 2a$ o! $o lear! a!, f ll& !$e ra$e $ !$o $#e r o"era$ o!s.


17/18


18/18

Date post:	07-Jul-2018
Category:	Documents
Upload:	dennies-sebastian
View:	249 times
Download:	0 times

MIS CRM Software Ppt

Documents