Smooth Sailing With Salesforce Integration

Salesforce.com has been around for some time and took an early lead position in the area of cloud based CRM services. Being in the cloud, there is no server required to use Salesforce and you can access your data anywhere, via laptop or mobile app. Salesforce integration with your web site presents no problems, as leads and information come straight off the site into the CRM – without any duplication.

This service is powerful and well suited to medium sized businesses. However it is also affordable for smaller firms that are looking for CRM grunt.

As a subscription service, all upgrades come through automatically, which saves an enormous amount of time. There is no need to be buying new versions and installing upgrades.

Salesforce snapshot:

• Cloud service – so no server required and info accessible from any web device
• Subscription service – pay as you go
• Supports high volume B2C and B2B contact centres
• Powerful SFA (sales force automation) tools
• Cross channel case management
• Increased functionality via App Exchange
• Modules include: Sales Cloud, Service Cloud, Data Cloud, Chatter and Force.com

Are there any disadvantages to Salesforce?

The free, downloadable apps available through App Exchange cannot be modified or customised. These apps are generally seen to be both useful and reliable however they are not actual products and therefore do not come with warranties.

If your office is using Microsoft, it could be argued that learning Salesforce will be a less intuitive process. This is not a criticism about functionality so much as familiarity.

iQuantum uses Salesforce.com and we find it to be a valuable and reliable CRM tool. Leads are fed directly from our website into Salesforce. We make use of a 3rd party app to manage email distribution. It is all very straightforward and pretty seamless.

If CRM is important to your business then this is definitely a service that is worth considering. We can discuss all aspects of Salesforce integration with you to ensure it is the best fit for your business.