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amorpho_jack2018-06-19 17:41:10
CRM
amorpho_jack, 2018-06-19 17:41:10

Can someone explain in simple terms what is SalesForce and its purpose?

Hello, I have already shoveled a couple of articles on the topic of sels force, but I still could not understand what its essence is. From what I understood: a system designed to facilitate control over your business. And how?

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Pavel Volintsev, 2019-02-27
@copist

what is sales force

SalesForce refers to customer relationship management systems (Customer Relationship Management, CRM, CRM-system).
In short, this is a service for maintaining a customer database (names, contacts), conducting transactions (orders, sales, payments), document management (applications, contracts, receipts). Usually these are multi-user systems. Usually these systems have integration with other systems for conducting email, sms and voice mailings with transaction reminders or for advertising purposes. Usually there is an opportunity to manage tasks, transfer them between employees, track execution, deadlines. Typically, such systems can interact with customers based on automated scripts, such as registering orders from the site or conducting surveys on the quality of service.
Don't keep everything in your head. Do not keep records on paper. Do not keep records in Google docs. Do not lose customers and money. Here is its purpose.
Typically, CRM systems can generate statistical and analytical reports to measure customer satisfaction, employee performance, and the health of the organization as a whole. Based on these reports, one can determine profitability in general and by direction, shortage or excess of personnel, the most promising or dead-end channels for attracting customers, the most profitable or unprofitable goods.
When I say "usually" - it means that it is possible, but not necessarily present in the basic version.
Additions to the basic version are connected or programmed. SalesForce is different in that a lot of things can be added for this platform. It is open to extension by programmers.
And modules are added for specific business processes of the organization. For example, my organization hosts web technology conferences. It is necessary to maintain contacts with conference rooms and contacts with listeners. With the first to agree on the time, pay. From the second, take payment for participation and remind you not to miss it. And also keep an online blog and in your personal account after the event give the opportunity to download a video recording, ask a question, leave a review. These are exactly my quirks. So I needed a basic module + a personal account of a participant + online payments + integration with KKM + task book + mailings by email / sms + blog.

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Dimonchik, 2018-06-19
@dimonchik2013

where force is used (it costs from $10k for half a year, if anything, no configuration at all) with simple words it is possible only to the factory
there is an opinion that the introduction of one piece of CRM (not necessarily SF) for an average enterprise costs $2.3M

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