salesforce

created 2 years ago

Both Salesforce and SugarCRM have the essential engine to manage your customer relationships. For example, they each enable you to record and track the history and activity for each of the following:
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One of Salesforce’s most essential features is its rich integration capabilities. Integration with Salesforce offers extensive reports for analysis and decision making. Salesforce can integrate with a wide range of applications, including email clients like Outlook, platforms such as SharePoint and SAP, other CRMs, like Microsoft Dynamics, and bookkeeping apps such as QuickBooks.
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Lack of integration of ever-increasing critical data is a problem many organizations are facing today. In many cases, companies have added applications as needed, and as the technology became available. Or, they acquired a business and gained its system. In either case, the result is the same: valuable data is stuck in separate information silos. For example, your sales team may be using Salesforce, while your marketing team uses Marketo and the HR team uses Payday. When a company is operating this way, without data integration, departments function independently and reporting and information sharing becomes cumbersome.
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Enter the arena of cloud-based customer relationship management (CRM) and you’ll discover the underdog, Microsoft Dynamics CRM, battling it out with the heavy-weight competitor, Salesforce. Meanwhile, industry giants such as Oracle Siebel and SAP CRM are sitting on the sidelines.
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The cost of attracting a new customer is significantly higher than retaining an old one. Customer Relationship Management (CRM) systems centralize data and make it quickly and easily accessible to develop deeper relationships with customers. By using CRM to personalize their approach to customer interactions, companies can engage with them more often and more meaningfully.
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With each new update, CRM market leader Salesforce has increasingly become a complete end-to-end ERP system. From its early days as Software as a Service (SaaS) to its current Platform as a Service (PaaS), Salesforce is now so comprehensive that you can run your entire business with it.
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The ability to generate, automate, and customize reports is a powerful feature of many cloud-based CRM and ERP platforms. Quick and customizable report generation puts your data to use and gives you a clear overview of how you are doing and where you need to improve.
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Many organizations use both SharePoint to manage content and SalesForce to manage customer relationships. But, in doing so, often create extra work for themselves by not linking the two applications to communicate seamlessly. Maintaining data at both ends becomes problematic and is an unnecessary hassle. However, this difficulty can be overcome by integrating SalesForce and SharePoint so they share data seamlessly. There are several methods for integrating these technologies.
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Salesforce’s re-imagined platform, Lightning Experience, is now on the market. If you’ll be asked whether your company should purchase the Salesforce Lightning Experience, you'll need to be able to explain its advantages and some of the snags employees already using the Classic version will encounter.
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The emerging cloud-based Customer Relationship Management (CRM) platforms such as Microsoft Dynamics 365 and Salesforce have evolved into extremely capable systems that can address business process automation to the point of becoming potential gateways to Enterprise Resource Management (ERP) systems.
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