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Improve CRM with Salesforce

Customer Relationship Management (CRM) is the practice, strategy and technology that companies use to manage and analyze customer interactions and data throughout the customer life-cycle. The goal of a successful CRM is to improve business relationships with customers, assist in customer retention and drive sales growth. CRM is not just a sales and marketing tool, but instead is one of the biggest ways to improve productivity – from HR to customer services.

Salesforce Implementation of CRM

Salesforce is the world’s #1 CRM app. The offer features such as Sales Cloud, SalesforceIQ, Service, Cloud, Marketing Cloud, Community Cloud, Wave Analytics and more that improve your daily tasks all the way down to your organization’s bottom line.

Average improvements among Salesforce customers reflect favorable returns: a 36 percent increase in sales productivity, a 25 percent increase in sales pipeline, a 26 percent increase in sales win rate, a 30 percent increase in revenue, and a 45 percent increase in forecast accuracy.

Many think that CRM is just a software, however it is much more than that. It is a comprehensive approach to a lasting relationship with your customers. The most important factor of successful customer relationship management practice is human connection. Once an organization has their “people,” it then creates their process and puts their technology in place. This technology continually evolves around the needs of the people and process.

Conrin Salesforce Implementation

At Conrin, we focus solely on implementing Salesforce for economic development organizations across the nation. We follow a strategic three step approach that allows us to perform one-user implementations to complex, state-wide projects. Our first step is process discovery, then system configuration completed by step three, where we finalize deliverables. Salesforce Implementation is different for each client, but this process is flexible for each client.

If your CRM software does not take a holistic approach, or your organization does not use one at all – contact us.

Ask Us Anything – Salesforce CRM Services

It is no secret that we love Salesforce. We love the benefits that it brings to our customers, the ease of use, the organization, and the list goes on. Salesforce is in the business of making others successful, and that is what we strive to see. However, sometimes Salesforce brings up questions.

That is why Conrin is here for you.

Salesforce is a vital tool in the marketing process; you can identify marketing opportunities, devise strategies, oversee implementation, evaluate results, and focus on what really matters – your customer. Do you feel as though you are missing out on growth opportunities in Salesforce?

There are times Salesforce will make an announcement, and you aren’t sure if that affects you or what it even means.

Perhaps you gave Field Trip a try and can’t figure it out, or feel like you aren’t seeing the benefits.

Maybe you decided to poke around AppExhange and came across an app that looks like it could be useful for your organization, but are not sure how to implement it or if it will really be useful for you.

Whatever your question at hand may be, we are here to assist you with the implementation of Salesforce, as well as making sure you are getting the most out of all the great features Salesforce has to offer.Salesforce CRM Services

Ask us your CRM Services Questions

We want your Salesforce experience to help your organization excel and achieve success efficiently. So we want to know, what can we help you with? Do you want to know about helpful apps in AppExchange? Or maybe you want to hear about a client’s story of what worked for them.

Let us know in the comments or let us know on Facebook or LinkedIn.

Learn more about how CRM services can benefit your economic development organization.

Go on a Field Trip to Find Custom Field Usage Information

BA-Qandor_Field Trip App banner

Field Trip App allows you to run reports on standard and custom field usage.

Salesforce fields must be populated in order to have data which calculates trends and ensures intellectual capital isn’t lost, should someone leave an organization. Over extended periods of time, Salesforce.com also can become cluttered with fields that are no longer used – making the system more difficult to navigate.

Thankfully, if you are a Salesforce Enterprise Edition subscriber, you have access to a free application on the AppExchage – Field Trip. The app allows you to analyze the fields of any object, including what percentage of the records have that field populated.

This app performs the three following functions:

  • Find out how often fields are being used
  • Run Reports on fields
  • Analyze all or a subset of your records

To use Field Trip, install the app and click the “Field Trip” tab. From there, create a new Field Trip Record and name it, select an object (such as, Accounts), and then add a filter if you do not want to process all records in that data base.

Next, using the “Analyze” button, you will see the “Field Analyses” related list on your Field Trip. This will be populated with records that represent every field on that object. You can then run and export reports on the fields for that object – including a column that tells you how many records have that populated, and what percentage of the records that is.

The app has 4.4/ stars. One user, Mike Gerholdt, reviewed the app, stating. “I’ll be honest- I have been an admin for four years and during that time I have lost track of the fields I have created for users. But more importantly I had lost track of how much those fields are being populated. As Salesforce adoption has increased throughout our company I needed to report back and gain insight into how fields were being used. Field Trip did exactly that for me.”

Does this tool sound like it could benefit your organization? If you aren’t sure, contact Conrin for all your Salesforce needs.

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