Using robust and expensive CRM – Salesforce
In 2020, AITOM decided to invest in technologies that would improve the company’s processes. One of them was CRM Salesforce. It took us some time to start using at least a small part of the functionalities that the system offers, and our key account managers (hereinafter referred to as KAMs) took ownership of how it works.
We had to draw out in detail the entire business process, the services we offer, decision trees – what can happen during the business process, etc. All of this is necessary so that you skype database can set up the system correctly. From this, we derived the data that we need to collect and update at each stage, and then deployed reporting templates for each KAM.
With gradual adaptation, we revealed the uncovered areas and wrote down all the additional functionalities that we absolutely need from the system for more efficient work. There are a lot of things and we have only managed to implement a small part of them so far, but we are still able to show you a lot of gadgets today that make the daily work of a salesperson easier and more enjoyable right now.
1. Implementation of ready-made Merk integration
The biggest manual work that no one enjoyed know your customers rfm analysis was entering a lot of data for individual companies. We found and implemented a beautifully working integration of the Merk company database with Salesforce.
The only work was mapping the fields so that the fields from Merk would be correctly copied to our fields in Salesforce.
2. Gmail integration with Salesforce
Another improvement for the work of a salesperson is to use the partnership between Google and Salesforce, which resulted in a useful trick that allows any email from Gmail to be paired with Salesforce.
We had to set up the server according to clear instructions, and then each salesperson just downloaded the Salesforce Google Chrome spam data web extension from the Google Store and entered the login details for their Salesforce account.
Now, when they write an email to someone who is not yet in Salesforce. They choose in a simple automatic window what they want to do with the given email address (e.g. create a lead/contact). So they don’t have to manually rewrite anything into Salesforce, but the technology will do it itself.
You can also integrate Salesforce with Outlook, the process is very similar. The only weak point we discovered is the case where the corporate email runs on Google . But the user uses the Outlook client, where they download emails from Google because they work better in Outlook.