Sales Automation Blog



             


Friday, May 23, 2008

Microsoft CRM Development: SDK, C#, SQL, Exchange, Integration, Crystal Reports overview for programmer

Microsoft CRM Development: SDK, C#, SQL, Exchange, Integration, Crystal Reports overview for programmer

 by: Andrew Karasev

Microsoft CRM is new player on the CRM software market. The whole conception behind CRM seems to be different. In case of traditional CRM software (Siebel, Oracle) - the application was designed with platform independence in mind. Microsoft CRM is dedicated to Microsoft technology and so deploys all the Microsoft tools: Windows Active Directory, Microsoft Exchange 2003/2000, SQL Server, Crystal Reports Enterprise, Biztalk server, Microsoft Outlook, Internet Explorer, Microsoft Great Plains as backend, etc.

If you are software developer, database administrator or web designer who is asked: how do we customize Microsoft CRM we are giving you directions in this article.

1. Microsoft CRM SDK this is software development kit with C# and partly VB.net code samples it is supported by Microsoft Business Solutions technical support. It is based on web service calls, if you are C# .NET developer you are excellently positioned to do this type of customizations. This is the preferred modification scenario and this should be easily upgradeable customization. VB.Net examples will be available soon.

2. Legacy SQL Data integration. This is also easy and safe. If you have SQL database, sitting on the same or linked SQL Server you can create ASPX .Net application and simply integrate it into CRM. You can place it on the navigation bar or menu in isv.config please refer to MS CRM SDK

3. Legacy ASP integration this is somewhat more sophisticated. You have to deploy HTTP handler to be a middle party between CRM which is .Net based and ASP which is legacy IIS. The trick is you have to have INI file with security settings to penetrate into MS CRM with proper credentials, calling web service.

4. Microsoft Exchange Programming. Microsoft CRM has Exchange connector which moves CRM incoming email to MS if it has GUID in its subject. You can alter this logic (for instance - move email to CRM if it doesnt have GUID but it is from the sender who is contact or account in MS CRM). Refer to MS Exchange SDK onsyncsave event handling. Then simply apply some MS CRM SDK programming - you need some COM+ objects creation and VB programming experience.

5. Direct SQL touch in #4 above I described you the scenario with MS Exchange handlers this would be ideal world if MS CRM SDK does the job. But in real world this is not always true you have to do direct flags correction in CRM database (like making Activity closed, moving email attachments/octet streams, etc). This is not supported by MBS technical support but you can rescue to this technique if you have to get job done.

6. MS CRM Customization tool this is rather end-user tool and we dont describe it here read the manual. Weve described above the options to use when this tool doesnt do the job

7. Crystal Reports - feel free to create Crystal report - tables and views structure is self explanatory. Try to avoid the temptation to create your own SQL view or stored procedure in MS CRM database, instead - create custom database and place your view and stored proc in it.

Happy customizing, modifying and developing! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Boston, San Francisco, Los Angeles, Houston, Atlanta, and Miami and having locations in multiple states and internationally (www.albaspectrum.com), he is Dexterity, SQL, VB/C#.Net, Crystal Reports and Microsoft CRM SDK developer.


akarasev@albaspectrum.com

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Friday, May 16, 2008

IT Department Skills to Support Microsoft Great Plains and Microsoft CRM

IT Department Skills to Support Microsoft Great Plains and Microsoft CRM

 by: Andrew Karasev

Microsoft Great Plains as ERP and Microsoft CRM as Client Relation Management system is very robust combination and could serve midsize to large corporation as Business System. Being VP IT or IT Director you need to foresee the positions to have in your IT department to do internal MS Great Plains and MS CRM support.

Let us give you the directions, based on our research and consulting practice.

1. Microsoft SQL Server Specialist we specially do not name this position as MS SQL DBA, because both Great Plains and MS CRM are not very complex from the database administration side, they do not use indexes optimization, referential integrity, probably do not require complex transaction log backup/recovery scenarios. On the other hand this position requires Great Plains and Microsoft CRM tables structure analysis and some primary Great Plains data fixing skills via SQL queries, described in MBS Customer source techknowledge database. The best candidate should have some accounting background - to be able to address ongoing issues to MBS technical support.

2. Network Administrator with good Microsoft Exchange and Active Directory skills. Microsoft CRM uses all the newest Microsoft technologies, and Exchange is a workhorse here. In order to install and upgrade MS CRM this guy needs to understand the under-laying Microsoft technology. In the best case - she/he should know Exchange security structure and probably program Exchange handlers, due to the fact that CRM/Exchange connector is not a perfect tool yet.

3. C# or VB.Net programmer with excellent SQL Skills if you are midsize or large company - you should have this position - you will need web publishing and MS CRM customization and its support. Currently Microsoft CRM SDK has C# examples - so C# programmer would be the best fit, it may have more VB code in the future, so the C# - VB balance maybe restored.

4. Crystal Reports Designer/Programmer - Crystal Reports is the best tool available on the market to address both Great Plains and MS CRM reporting needs. This position maybe merged with one of the above.

These people should be probably cross-trained in both Great Plains, Microsoft CRM, Crystal Reports, SQL and C# programming, so you do not depend on the unique skills of one person. In our opinion, which is based on our long term consulting practice - these skills will allow you to keep the cost of IT support reasonably low and avoid paying high consulting price to your Microsoft Business Solutions Partner.

Happy hiring and training! But in any case you need to select Microsoft Business Solutions Partner/Var/Reseller to be your official representative. This is how MBS has its channel working - it assures that Microsoft Business Solutions products are properly implemented. If you want us to be your Microsoft Business Solutions Partner - give us a call 1-866-528-0577! help@albaspectrum.com


Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies USA nationwide Great Plains, Microsoft CRM, Microsoft RMS customization company, based in Chicago, Arizona, California, Taxes, New York, Florida and having locations in multiple states and internationally (www.albaspectrum.com), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer.

 

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Saturday, May 10, 2008

Microsoft Business Solutions Great Plains, Navision, Solomon, CRM & RMS: serving international clien

Microsoft Business Solutions products: Microsoft Great Plains, Navision, Solomon, Microsoft CRM, Microsoft RMS are now serving not only to small and mid-size, but also large clients, plus they maybe reasonably priced solution for the branch of multi-national corporation.

Microsoft Business Solutions products: Microsoft Great Plains, Navision, Solomon, Microsoft CRM, Microsoft RMS are now serving not only to small and mid-size, but also large clients, plus they maybe reasonably priced solution for the branch of multi-national corporation.

Microsoft Business Solutions products: Microsoft Great Plains, Navision, Solomon, Microsoft CRM, Microsoft RMS are now serving not only to small and mid-size, but also large clients, plus they maybe reasonably priced solution for the branch of multi-national corporation.  This raises question of supporting Microsoft Business Solutions product installation remotely and internationally.  We do not question local Microsoft partners service quality, the question maybe different local partners may not be authorized to sell and service specific MBS product, the example in France MBS promotes Navision, but there are multiple cases when branch of the US-based company in France needs users training and support for Microsoft Great Plains system.

In this small article we are trying to give you the best system selection idea, depending on your country and business type.

Microsoft has two major mid-market ERP packages: Microsoft Great Plains and Navision (Solomon is the one to consider for Project oriented company this would deserve dedicated publication).

  • Microsoft Great Plains this application serves the markets, formerly targeted and gained by Great Plains Software (Great Plains Dynamics/eEnterprise or Great Plains Accounting), later on GPS was purchased by Microsoft.  These markets are: USA, Canada, Spanish Speaking South and Central America (except Brazil), South Africa, Middle East, Australia, New Zealand and Oceania.  If you are in these regions you should probably consider Microsoft Great Plains
  • Navision we believe that Microsoft bought Navision Software Denmark based software development company few years ago in order to get European market share.  However Navision Software itself had long history of penetration to US market.  This is why we see Navision clients in both Europe and US. Now Microsoft seems to appreciate Navision accommodation to former European tax and language specifics and it promotes Navision on emerging markets: Russia, East Europe, Africa, Asia.  In Brazil situation is more complex Microsoft have not decided yet and you can have either Navision or Great Plains (our subdivision Enterlogix.com.br is exclusive Great Plains reseller in Brazil).  It is very delicate question for MBS - but what you can see - Great Plains version 8.0 has fewer number of languages support and at the same time Navision has more with new releases.
  • Microsoft CRM Microsoft promotes its CRM worldwide and it is web based so it naturally automates your worldwide operations or serves you in your local country.  Microsoft CRM has C# and VB.Net based SDK, BizTalk server based integration to Great Plains and Microsoft SQL Server database.  Plus it deploys all the spectrum of Microsoft technologies: MS Exchange, Message Queuing, Active Directory.
  • Solomon - this ERP application was formerly bought by Great Plains Software (before GPS was bought it its turn by Microsoft) - Solomon is very good fit for project-driven organization. 
  • Microsoft RMS you should probably stay with Navision Retail module if you are in the region where MBS promotes Navision.  In all other places consider Microsoft Retail Management System: RMS Store Operations and POS.  If you have multiple stores you may manage and control them via Microsoft RMS Headquarters.  RMS has several integration options to Microsoft Great Plains.
  • Remote Support Technology it gives you cheaper consulting rates, because consultant doesnt have to travel to you and can serve several remote clients per day.  Microsoft VPN and Remote desktop solution is usually free for the client and in the case of sophisticated firewall Web Session could be another way to serve.  We do voice training, based on Internet telephony solutions, such as Skype enable you free voice over the internet.
  • Customization it is always better to avoid it however if you really need it, you should consider MBS customization partner who specializes in custom development and has experienced programmer.  In such a case we do not recommend to stick to local programmers in our experience local markets may not provide enough clientele for local developers to specialize in your product customization.  Also we do not recommend choosing generic offshore software developer.  MBS products require dedication in their customizations and integrations.

You can always have us help you internationally, give us a call: 1-630-961-5918 or 1-866-528-0577, help@albaspectrum.com

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies USA nationwide Great Plains, Microsoft CRM, Microsoft RMS customization company, serving clients in Chicago, Arizona, Colorado, California, Texas, New York, Georgia, Florida, Minnesota( http://www.albaspectrum.com )

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Tuesday, February 26, 2008

Customer Relationship Management With Microsoft

Successful companies recognize the importance of customer service and although that can be accomplished the old fashion way with pen and paper which is very ineffective or the new, effective method using Microsoft Dynamics CRM Software.

Stats show that customer service and thus customer satisfaction has taken a real drop in the last decade, When it comes to customer relationship management more and more companies are jumping on the bandwagon and beginning to work towards bringing customer services back into the forefront. But raising those levels requires a comprehensive plan.

That company slogan you?ve got about the great customer service ? well it?s time to live up to it. Microsoft Dynamics CRM software can be an integral part of your plan. Here are some simple steps to get you started.

1. Understand the vision, mission, and goals of your company.
2. Define what it is you want to provide for customer service and which direction you want to head.
3. Ensure that customer service is defined as a key element of your business and ensure all levels of the company know where they stand with customer service.
4. Invest in your CRM software and get things rolling.
5. Hire the right people to carry out your vision

When you implement a Customer Relationship Management solution for your company you make everyone that works for the company accountable. Everybody understands that anybody can handle the problem. No excuse, no passing it off with the hope that somebody else will pick it up. Suddenly entire workforce is on the same page.

You need to establish an effective delivery process so that you are providing smooth, uninterrupted service to your clients. Your service delivery system should be transparent from beginning to end. That?s what CRM software does just that and it?s so flexible that as your company grows or changes with they times your CRM solutions can easily change never missing a beat and creating no interruption in customer service.

Microsoft Dynamic CRM is empowering. There?s no need for somebody to go digging for information before they can help the customer. There?s no need to be looking at old information and then trying to make a decision.

Today?s market is extremely tough. With so much new competition making it to market keeping the revenue becomes even tougher. Using CRM is an excellent way to maintain your revenue and increase it by building customer loyalty. The company that get?s on the customer service and loyalty bandwagon is going to reap the benefits long-term.

Microsoft Dynamic CRM will save your company time and money and it will provide instant answers to your customers from start to finish and beyond allowing for excellent follow up servicing.

The result is that customer service improves dramatically and thus so does the profit line. In order to deliver outstanding service it is essential that you build long term customer relationships and the way to do that is by utilizing Microsoft Dynamics CRM software.

Sayed Ally, is the lead CRM Analyst. His company provides, MS CRM. Sayed can be reached at Tel : (905) 815- 1995 ext 22, email: aSayed@cqsolutions.com.

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Thursday, February 14, 2008

Some Of The Benefits Of A Microsoft Customer Relationship Management System

Customer Relationship Management (CRM) systems provide a formalized system gathering, organizing, maintaining and manipulating customer and contact information. With an effective Microsoft Dynamics CRM in place, business owners are provided with a powerful tool to successfully manage and develop their business.

Why a business should adopt and implement a Microsoft Dynamics CRM can be readily appreciated by considering some of the benefits provided. An effective Dynamics CRM, properly implemented and adopted will greatly help to maximize sales and reduce costs and time while management who have a better view of what is actually going on a lot faster than without a Dynamics CRM, are far better placed to manage the risk to their business.

Managing the sales cycle is expensive and time-consuming, so knowing where you are with a contact or set of customers is important if you intend to maximize the results of your business generation activities. A Microsoft Dynamics CRM will provide accessible information at your fingertips which means that a business owner can look at the ?Big Picture? or macroscopic view while at the same time break business performance down to see what activities and customers are contributing to the bottom line. This allows business owners and managers to see where to concentrate their efforts to maximize sales and minimize costs.

Generating new business is the most expensive part of the sales cycle, and because a Microsoft Dynamics CRM system provides the ability to categorize contacts and identify which are suitable prospects for a particular sales and marketing campaign, a business can most effectively deploy resources. Knowing which prospects are likely to buy, when they are likely to do so and where the prospects are geographically will help your sales team to maximize their efforts, reduce wasted time and money, and provide a greater return on the investment of time and money in acquiring that customer base.

Existing customers are most likely to buy from you again, and because a Microsoft Dynamics CRM system will provide a business manager with the ability to manage, maintain and develop the client relationship this means that a business is likely to generate greater revenues from understanding a customers requirements better and produce overall cost savings as a result of improved customer retention rather than chasing new ones.

As a Microsoft Dynamics CRM software solution provides a repository for all your client information, including sales history, seasonal variations in sales, and improved ability to forecast turnover from repeat sales, business planning and goal setting is simplified and there is an additional benefit in saving staff and management time searching for information which is readily available. Reducing the time required planning your business activity and development allows more time to be spent on generating business and managing activity where the sales revenue is actually created - with your customers.

A Microsoft Dynamics CRM will provide a business owner with the ability to see at a glance what is happening with their sales and customers. We live and operate in a fast changing world where trends and tastes change, sometimes overnight, and the ability to see how these variations affect our overall business performance allows management to quickly adapt to changes in trading conditions which under more traditional reporting methods may not be observed for some time. With a Microsoft Dynamics CRM providing accurate and up-to-date business information on results and activity, business management is better placed to take advantage of trading opportunities while also minimizing business risk by alerting management of adverse trading conditions.

Finally, an often overlooked benefit of all Customer Relationship Software is found when looking at implementing such a solution to begin with.

Implementation of a Microsoft Dynamics CRM solution invariably forces business owners and management to reconsider their business and how they are managing it, not to mention the benefit that is derived from a thorough review of the overall business goals and objectives. Often this has not been done for some time, if at all, and considering how a solution will be tailored to fit the business frequently breeds the realization that things could be managed better.

This doesn?t derive from the customer relationship software itself, but from planning how to implement and adopt such a solution; owners and management are compelled to confront their current business practices and perhaps revise them. This is probably the greatest insidious benefit to be derived from a Customer Relationship Management solution for a business.

Syed Ali, is the lead CRM consultant for a Toronto based company. His company offers, Microsoft CRM 3.0 Syed can be reached at Tel : (905) 815- 1995 ext 22, email: asyed@cqsolutions.com

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Wednesday, February 13, 2008

The Importance Of Crm Customer Relationship Management

CRM Customer Relationship Management is one of the newest innovations in customer service today. CRM stands for customer relationship management and helps the management and customer service staffs cope with customer concerns and issues. CRM involves gathering a lot of data about the customer. The data is then used to facilitate customer service transactions by making the information needed to resolve the issue or concern readily available to those dealing with the customers. This results in more satisfied customers, a more profitable business and more resources available to the support staff. Furthermore, CRM Customer Relationship Management systems are a great help to the management in deciding on the future course of the company.

As mentioned, there is much data needed for the CRM system to work. These fields include the customer name, address, date of transactions, pending and finished transactions, issues and complaints, status of order, shipping and fulfillment dates, account information, demographic data and many more. This information is important in providing the customer the answer that he or she needs to resolve the issue without having to wait for a long time and without going to several departments. With just a few mouse clicks, a customer support representative for example can track the location of the customer?s package or order. This is infinitely better than the cumbersome process of tracking shipments previously. Furthermore, the customer service representative will also be able to see the previous concerns of the customer. This is a great help especially if the customer is calling about the same issue since he or she will not have to repeat the story all over again. This results in less time in resolving the issue, thus, higher productivity of the support staff.

CRM Customer Relationship Management systems are also important to the top management because it provides crucial data like customer satisfaction and efficiency of service by the frontline crews. A piece of customer relationship management software will also be able to generate the needed reports for product development or new concepts. Furthermore, this system will also be a great help for the top management in deciding the company?s future course of action, whether it involves phasing out one of the products on the shelves or making adjustments to one of the products sold.

The reports generated by CRM systems are also invaluable to your advertising and marketing planners, as they will be able to pinpoint which ideas works and which do not. Because of CRM systems, you will be able to release advertisements or plan marketing campaigns more in tune with your target market. This will also lead to more responses to your advertisement and a more effective marketing campaign.

Successful integration of a CRM Customer Relationship Management system in your company, however, might not be as easy as it seems. The following might give you an insight why CRM systems fail in some companies? Most companies fail to prepare for CRM systems. By this, I mean that most companies fail to integrate all the departments that need to share the information for it to be effective. Furthermore, CRM units scattered all over the company?s departments is often more effective than just making one big CRM department. This will ensure that each department will get the information and data that they need.

A CRM system will also help you a lot in expanding your business. As CRM systems are capable of handling enormous amounts of data, CRM systems will help you a lot in coping with the increased numbers of customers and data. With a CRM Customer Relationship Management system installed and properly utilized, you can be sure that all data is maximized and used to ensure that your business will be successful and your customers a lot more satisfied than before.


Steven Taylor is a Marketing Consultant to http://www.Retronix.com - one of the most innovative and effective suppliers to the electronics & semiconductor industries. Services include BGA Rework and De-Bug Services.

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Tuesday, February 12, 2008

About Customer Relationship Management

Customer relationship management (CRM) encompasses the capabilities, methodologies, and technologies that support an enterprise in managing customer relationships. The general purpose of CRM is to enable organizations to better manage their customers through the introduction of reliable systems, processes and procedures.

Customer relationship management is a corporate level strategy which focuses on creating and maintaining lasting relationships with its customers.

CRM, in its broadest sense, means managing all interactions and business with customers. This includes, but is not limited to, improving customer service. A good CRM program will allow a business to acquire customers, service the customer, increase the value of the customer to the company, retain good customers, and determine which customers can be retained or given a higher level of service. A good CRM program can improve customer service by facilitating communication in several ways:

Provide product information, product use information, and technical assistance on web sites that are accessible 24 hours a day, 7 days a week.

Identify how each individual customer defines quality, and then design a service strategy for each customer based on these individual requirements and expectations.

Provide a fast mechanism for managing and scheduling follow-up sales calls to assess post-purchase cognitive dissonance, repurchase probabilities, repurchase times, and repurchase frequencies.

Provide a mechanism to track all points of contact between a customer and the company, and do it in an integrated way so that all sources and types of contact are included, and all users of the system see the same view of the customer (reduces confusion).

Help to identify potential problems quickly, before they occur.

Provide a user-friendly mechanism for registering customer complaints (complaints that are not registered with the company cannot be resolved, and are a major source of customer dissatisfaction).

Provide a fast mechanism for handling problems and complaints (complaints that are resolved quickly can increase customer satisfaction).

Provide a fast mechanism for correcting service deficiencies (correct the problem before other customers experience the same dissatisfaction).

Use internet cookies to track customer interests and personalize product offerings accordingly.

Use the Internet to engage in collaborative customization or real-time customization.

Provide a fast mechanism for managing and scheduling maintenance, repair, and on-going support (improve efficiency and effectiveness).

The CRM can be integrated into other cross-functional systems and thereby provide accounting and production information to customers when they want it.

Ismael D. Tabije is the Publisher-Editor of http://www.BestManagementArticles.com, a unique niche-topic article directory that features exclusively business and management topics. For a large dose of customer relationship management tips, ideas and strategies, see http://customer-relationship-mgt.bestmanagementarticles.com

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Tuesday, January 29, 2008

What is Customer Relationship Management?

 Customer relationship management, or CRM, refers to reliable systems, processes, and procedures that allow companies to better manage customer relationships. It is a corporate level strategy that focuses on creating and maintaining effective communication with its customers. Ideally, a sound CRM strategy should develop an end-to-end process that encompasses sales, customer service, and marketing.

A successful customer relationship plan can manage all business-related operations and interactions with customers simultaneously. It often includes special software programs, called CRM programs, which aid companies in tracking and organizing their customer base.

Customer relationship management is just that: learning ways to manage the happiness of your customers by giving them what they want, increasing the effectiveness and profitability of your product or service by adapting them to customer preferences, and creating communication channels between sales reps, sales managers, and the customers they serve.

What are some ideas for successfully implementing a customer relationship management strategy?

There are numerous ways to successfully implement an effective CRM program. Here are some ideas that will start you thinking about the ways you can create a richer and more truly customer based culture. You can improve, adapt and reform your customer relationship plan by such methods as:

? Providing product information and support via a hotline or a website. This would allow customers to better use and understand specific products or services, and get any technical answers they need;

? Creating custom applications that offer point-and-click customization, real-time analytics, ease of use, tracking of all contact points between customer and company, and fast online and offline access to data;

? Implementing a mechanism to quickly schedule and manage follow-up sales calls and create clear, well-built information pipelines and channels of communication;

? Creating a simple, easy and intuitive user interface that is friendly to computer experts and neophytes alike. Thus, even those reps who feel uncomfortable using a computer could easily go online and check out statistics and other information;

? Devising a quick system for correcting service problems before they affect other customers, answering customer questions or complaints, and handling any other problems that might arise.

How does customer relationship management actually improve a company's relationship with its clients?

CRM improves relationships between customers and companies because it allows a company to meet the needs of the customer by keeping track of their interests and improving products and services accordingly.

For example, if a company implements a customer relationship management technology
program for a specific product, they can track how much the customer uses the product and how much they repurchase it, allowing the company to grow and adapt the product to the customer's needs.

Used correctly, a solid CRM program can increase customer loyalty, decrease the customer turnover rate, decrease marketing costs, and increase revenue and profits. Essentially, it greatly improves the way your company and sales reps or other professionals do business with customers.

What technical functions should a customer relationship management program have?

A CRM program should have the ability to interface with users through mobile phones, internet, and other similar communications channels. It should also take into account workflow and have the ability to assign sales requests, sales opportunities, and other such assignments to groups or an individual. More importantly, it should be scalable and easily expandable over a very large or small scale.

This means that as long as the customer relationship management system is properly programmed, everyone from the smallest business to the largest corporation should be able to implement an effective CRM strategy.

Implementing an effective and efficient customer relationship management system is the best way to increase consumer confidence in your product or service and stay in touch with your customers, thereby increasing the effectiveness of your product or service.
Diane Newsom writes for salesforce.com a leading producer of CRMsoftware and customer relationship management information

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Thursday, November 29, 2007

Top Ten Benefits of Sales Force Automation (SFA)

SFA saves you time & money
The advent of automated sales force technology allows businesses to subscribe to already built, on-demand, customizable services without the high fees for maintenance and other costs associated with the large, daunting process and time involved in creating a large, corporate version of sales force automation.

SFA allows you to concentrate more on your business
The architecture of sales force automation allows for a decrease in total ownership cost, risk reduction, less wasted time, and the ability to concentrate on business and management instead of technology. This means that you have more time and energy to give to the success of your business.

Contract management comes with SFA
Essentially, it allows companies to manage a contract's lifespan by shortening approval cycles for contracts, renewing contracts sooner, and reducing administrative costs. This Sales Force Automation component improves tracking and management of contract information, such as terms, conditions, and evaluations.

SFA is easy to use
Sales force automation is easy and intuitive. It makes jobs easier for users like professional sales representatives by giving them quick access to data (online, offline, mobile devices) links to tools like Microsoft Outlook and Office.

SFA offers real-time analytics & reports
Sales force automation offers a comprehensive analytics program that allows you to track ROI on marketing campaigns, traffic levels, lead conversion ratios, content effectiveness, and more. Users can access information to evaluate their company's past performance and point out its strengths and weaknesses with the intent to repair those deficiencies. It allows you to customize reports based on the data processed by the analytics program. All the information you get is in real-time and fresh, so that you never have to handle or see old data unless you want to.

Up-to-date information via SFA
Sales representatives get more time to sale and convert leads as they can avoid the hassle of administration and other similar duties. Because the information they have access to is always current, the leads are more qualified and easier to sell. The don't have to go through lines of other sales reps to find what they're looking for; all they have to do is get on the computer and access their company's central database to get the information they need, wherever they are.

SFA mobile capabilities
Sales force automation is now available with mobile capacities. This means that the application is compatible with any mobile device, such as a laptop or cell phone. Thus sales representatives or marketers have access to the information they need any time, any where, both offline and online.

Broad range of uses for SFA
Sales force automations can work for any company, from the largest corporation to the smallest boutique. It offers a number of uses, from sales management, analytics and forecasting to product information, workflow and integration.

SFA is Customizable
The sales force automation application is completely customizable, down to the color of bar graph you want on your analytics report. Many websites, like Salesforce.com, offer to work with you to develop the unique application you want.

SFA is Understandable
Unlike many CRM programs that abound on the web, sales force automation is a relatively simple program to implement and is easily understandable for the majority of users.

Salesforce.com is the world's first on-demand application service and a giant in the field of CRM. With over 24,000 customers, over 500,000 subscribers, and a 97% customer satisfaction rate, Salesforce.com continues to lead their field. To find out more about them, please visit www.salesforce.com .

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