My Custom CRM

My Custom CRM

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Analyzing business models & goals in an effort to create a process & database that efficiently & eff

Photos 06/19/2013

Empower your employees to create their own quotes and orders in Salesforce by attaching products with pricing details to sales opportunities.

If you have several different products and services but are not interested in manually entering each one into your Salesforce database, have your System Administrator use the DataLoader to import all of your products/services. Using the DataLoader will allow you to import items like the product name, the product description, and a standard sales price. You can even have your System Administrator set up different price books, for example, a National Price Book vs a Local Price Book. If the actual price differs from the standard sales price, the sales team has the option to override the amount.

Appropriate editions with Opportunity and Product features are required.

Photos 06/05/2013

Using an Integrated Marketing Communication strategy to generate short-term financial returns and build long-term brand value.

How does it work?
IMC takes into consideration everything from the way your sales team is selling your brand to all of the various ways you are promoting your brand. It then incorporates a measurement process to determine how efficient and effective all of the efforts are.

The Salesforce.com platform is a Customer Relationship Management (CRM) database on the Cloud that can help with an Integrated Marketing Communications approach. With Campaign, Report and Dashboard features, Salesforce.com can help organizations keep track of which marketing campaigns, products, and sales reps are bringing in the most clients and the most deals. The CRM then produces functional reports and dashboards to measure the effectiveness and efficiency of your Integrated Marketing Communication efforts.

Photos 02/08/2013
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