| Customer Relationship Management software, | | | | systems into a new CRM program without the |
| such as SalesForce, has proven to be an | | | | need for custom code. |
| invaluable asset to many companies. This | | | | Staying On Deadline |
| technology focuses on managing customer | | | | New system implementations run against tight |
| relations through the ability to organize, automate, | | | | deadlines; startup problems have to be avoided at |
| and integrate business functions from sales, | | | | all costs. SalesForce automation requires the use |
| marketing, customer service, to technical support. | | | | of data solutions that leave a clear auditing trail to |
| The overall goal is to provide maximum customer | | | | identify potential issues as they appear rather |
| satisfaction to retain clients and attract new | | | | than noticing problems hours down the line. |
| business, all while reducing the cost of providing | | | | Regression testing methods can be used to find |
| such services. | | | | solutions to problems while strengthening the |
| It should come as no surprise that such a | | | | underlying code. Ultimately, this means that over |
| powerful tool would come with a significant | | | | the course of transferring hundreds of thousands |
| investment to set up, implement, and use. | | | | of data entries, the SalesForce import process will |
| Whether a company was first instituting a CRM | | | | steadily improve. |
| program, or upgrading to a new system, getting | | | | If a new system runs over the conversion |
| past the barriers to entry at a lower cost makes | | | | deadline, the amount of lost business opportunities |
| CRM programs create a return in investment | | | | can be staggering. Down time in many industries |
| much more quickly. | | | | can be crippling. |
| A Smooth SalesForce Import Process | | | | Efficient Data Entry |
| CRM software specializes in handling large amount | | | | One of the best methods for migrating data to a |
| of disparate data, consolidating it, and then | | | | new system is to use the standard data entry |
| distributing useful information. Client profiles are | | | | portal for the newly adopted CRM. A script would |
| created to aid in targeted sales opportunities, | | | | take the legacy data and input it through the data |
| manage customer histories, and pursue new | | | | entry interface. This method would be known as |
| clients while providing new services. A very large | | | | a front-end propagation of data. The end result is |
| amount of information is needed to build these | | | | that the data would be correctly entered in the |
| databases and to establish the history to create | | | | new format. This avoids the problem of trying to |
| trends and predications, creating a natural hurdle. | | | | fill a database directly without the aid of the |
| A successful SalesForce import of client data is | | | | CRM's management capabilities. |
| the first priority in leveraging CRM software. | | | | Minimizing the inherit risk of new technology |
| Powerful scripts and data management software | | | | implementations is the fastest method for |
| handles SalesForce automation by moving, | | | | achieving a quick return on investment. Through |
| managing, merging, and maintaining customer data | | | | the use of automation and scripting, data can be |
| without the need for technical programming | | | | moved quickly and without a loss of integrity. |
| knowledge. Data is correctly mapped from legacy | | | | |