Automated Business Management Systems

A modern solution for organizing the company's work

In general, the use of the CRM system of our own development ultimately leads to not the most positive results. Adding new capabilities becomes unreasonably expensive, and transferring all work to another CRM becomes a non-trivial task. If you are not ready to spend millions annually, then it is better not to start your own development, but to use ready-made solutions, adapting them to yourself. Therefore, it is worth choosing proven systems.

Salesforce is considered one of the leading cloud systems. This is a reliable platform that has a rich functionality. At the same time, connect salesforce to linkedin is available here, which is important to attract new customers.

Reason to switch to CRM

The role of CRM systems in sales and marketing will only grow. Attracting new customers will become more expensive. Increasingly, managers will think about increasing conversion and retaining/returning customers. Namely, the CRM system can help in this. In addition, the rapid development of technology changes the areas of sales and marketing. All advanced solutions currently appear just in sales and marketing. The CRM system will act as a kind of core around which customers, marketing and sales are located.

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Following the development of new communication channels, CRM systems will also become more complicated. The CRM system will require more and more analytical data. But all this may not be possible if the initial implementation of the CRM system is not carried out competently. This is the most difficult step, because you need the right base, on which in the future more and more new requests and solutions will be layered.

Transition and integration into the CRM system

The experience of the Salesforce implementation shows that first of all it is necessary to clearly formulate sales processes, identify weaknesses or shortcomings in the business. In addition, implementation can combine different steps, including:

  1. definition of the technical assignment;

  2. castomization for tasks;

  3. conducting environment testing, user training.

In order to provide a complete overview for the customer, it is necessary to ensure appropriate data exchange between CRM itself and other information systems:

  • telephony;

  • SMS;

  • e-mail;

  • ERP;

  • billing.

To this end, you can develop integration services using a variety of protocols, including Streaming API, SOAP, REST, JSON. In addition, with a program such as Salesforce, you can profitably implement import leads from linkedin to salesforce. Systems can be exchanged at the interface, data, business process level.