[et_pb_section fb_built=”1″ _builder_version=”4.22.2″ _module_preset=”default” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” header_font=”|700|||||||” header_text_align=”center” header_4_text_align=”center” header_4_text_color=”#164b82″ text_orientation=”center” global_colors_info=”{}”]<\/p>\n
Managing all the information related to your customers is a challenge. Using a Customer Relationship Management (CRM) tool can help ensure your organization maximizes your relationship with each customer.[\/et_pb_text][dsm_icon_divider use_icon=”on” font_icon=”||fa||400″ icon_color=”#164b82″ use_icon_font_size=”on” icon_font_size=”32px” icon_font_size_tablet=”26px” icon_font_size_phone=”24px” icon_font_size_last_edited=”on|desktop” _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”]The SalesForce.com tool is a leader in the CRM market and has created a great tool that helps improve processes well beyond the sales area. CCCG will help manage every aspect of a SalesForce.com implementation project.<\/p>\n
CCCG has proven experience managing a SalesForce project. The aspects of a typical project include:[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ specialty=”on” _builder_version=”4.22.2″ _module_preset=”default” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_column type=”3_4″ specialty_columns=”3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_row_inner column_structure=”1_2,1_2″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”3_4″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][dsm_icon_list _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#164b82″ text_font_size=”18px” custom_margin=”||0px||false|false” global_colors_info=”{}”][dsm_icon_list_child text=”Defining Objectives” font_icon=”||divi||400″ icon_color=”#0C71C3″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”||15px||false|false” global_colors_info=”{}”]<\/p>\n
One of the most important steps in any system project is defining the objectives to ensure that all parties are on the same page.<\/p>\n
[\/et_pb_text][dsm_icon_list _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#164b82″ text_font_size=”18px” custom_margin=”||0px||false|false” global_colors_info=”{}”][dsm_icon_list_child text=”Negotiate Purchase of SalesForce” font_icon=”||divi||400″ icon_color=”#0C71C3″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”||15px||false|false” global_colors_info=”{}”]CCCG will work with his contacts within the SalesForce organization to negotiate the best deal possible for the system.[\/et_pb_text][dsm_icon_list _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#164b82″ text_font_size=”18px” custom_margin=”||0px||false|false” global_colors_info=”{}”][dsm_icon_list_child text=”Documenting Sales Process” font_icon=”||divi||400″ icon_color=”#0C71C3″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”||15px||false|false” global_colors_info=”{}”]This task will include meetings to review the sales process to ensure it will take advantage of the features found within the SalesForce system. CCCG will document this sales process, including process flow charts.[\/et_pb_text][dsm_icon_list _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#164b82″ text_font_size=”18px” custom_margin=”||0px||false|false” global_colors_info=”{}”][dsm_icon_list_child text=”System Design Sessions” font_icon=”||divi||400″ icon_color=”#0C71C3″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”||15px||false|false” global_colors_info=”{}”]Once the sales process has been documented, CCCG will facilitate several sessions with the users and leadership to capture the desired functionality that will be built into the new system.[\/et_pb_text][dsm_icon_list _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#164b82″ text_font_size=”18px” custom_margin=”||0px||false|false” global_colors_info=”{}”][dsm_icon_list_child text=”Define Lead Process” font_icon=”||divi||400″ icon_color=”#0C71C3″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”||15px||false|false” global_colors_info=”{}”]This task will help define the source of the leads, importing them into the system, and assigning them to sales team members for follow up. We will also define the process to convert a \u201cLead\u201d into a \u201cContact\u201d within the system.[\/et_pb_text][dsm_icon_list _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#164b82″ text_font_size=”18px” custom_margin=”||0px||false|false” global_colors_info=”{}”][dsm_icon_list_child text=”User Setup” font_icon=”||divi||400″ icon_color=”#0C71C3″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”||15px||false|false” global_colors_info=”{}”]CCCG will create all user accounts and assign the users to the correct roles and profiles.[\/et_pb_text][dsm_icon_list _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#164b82″ text_font_size=”18px” custom_margin=”||0px||false|false” global_colors_info=”{}”][dsm_icon_list_child text=”Security Setup” font_icon=”||divi||400″ icon_color=”#0C71C3″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”||15px||false|false” global_colors_info=”{}”]It is possible within the SalesForce system to restrict access to data to the field, report, or screen level. If there is a desire to maintain separation of data between different teams, we will setup the security groups and sharing rules.[\/et_pb_text][dsm_icon_list _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#164b82″ text_font_size=”18px” custom_margin=”||0px||false|false” global_colors_info=”{}”][dsm_icon_list_child text=”Field & Screen Design” font_icon=”||divi||400″ icon_color=”#0C71C3″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”||15px||false|false” global_colors_info=”{}”]Using the information gathered in the system design sessions, CCCG will create the fields and screens needed to support the sales process. This will include \u201cCustom Objects\u201d if we need to create screens that are beyond the standard screens that come with the core system.[\/et_pb_text][\/et_pb_column_inner][et_pb_column_inner type=”1_2″ saved_specialty_column_type=”3_4″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][dsm_icon_list _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#164b82″ text_font_size=”18px” custom_margin=”||0px||false|false” global_colors_info=”{}”][dsm_icon_list_child text=”External System Interfaces” font_icon=”||divi||400″ icon_color=”#0C71C3″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”||15px||false|false” global_colors_info=”{}”]SalesForce has a tool to allow for the loading or updating of large amounts of data. Data could be from other existing systems. This task will include creating the necessary data maps to load data. If it is desired to have some of the data loaded in an automated fashion, there may be a need to bring in an outside consultant from SalesForce to perform the programming tasks.[\/et_pb_text][dsm_icon_list _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#164b82″ text_font_size=”18px” custom_margin=”||0px||false|false” global_colors_info=”{}”][dsm_icon_list_child text=”Workflow Design” font_icon=”||divi||400″ icon_color=”#0C71C3″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”||15px||false|false” global_colors_info=”{}”]There are several tools within the SalesForce system that allow for automated flow of tasks and messages. Based on feedback from the design sessions, CCCG will create the necessary workflow rules, email templates, or other rules to automate the communication.[\/et_pb_text][dsm_icon_list _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#164b82″ text_font_size=”18px” custom_margin=”||0px||false|false” global_colors_info=”{}”][dsm_icon_list_child text=”Report Design” font_icon=”||divi||400″ icon_color=”#0C71C3″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”||15px||false|false” global_colors_info=”{}”]The SalesForce system includes a report writing tool. CCCG will work with different teams to design a standard set of reports.[\/et_pb_text][dsm_icon_list _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#164b82″ text_font_size=”18px” custom_margin=”||0px||false|false” global_colors_info=”{}”][dsm_icon_list_child text=”Data Views” font_icon=”||divi||400″ icon_color=”#0C71C3″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”||15px||false|false” global_colors_info=”{}”]CCCG will work with each team to create the necessary views to sort and look at the data.[\/et_pb_text][dsm_icon_list _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#164b82″ text_font_size=”18px” custom_margin=”||0px||false|false” global_colors_info=”{}”][dsm_icon_list_child text=”Dashboard Design” font_icon=”||divi||400″ icon_color=”#0C71C3″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”||15px||false|false” global_colors_info=”{}”]The Dashboard features are a great way of summarizing data for leadership and other team members to identify trends. These dashboards can be emailed to other leaders that are not users of the system. A user of the system can use the dashboard reports to drill down to the underlying data that is behind the reports.[\/et_pb_text][dsm_icon_list _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#164b82″ text_font_size=”18px” custom_margin=”||0px||false|false” global_colors_info=”{}”][dsm_icon_list_child text=”User Training” font_icon=”||divi||400″ icon_color=”#0C71C3″ _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/dsm_icon_list_child][\/dsm_icon_list][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” custom_margin=”||15px||false|false” global_colors_info=”{}”]Once the system has been designed to support the desired sales process, we will hold multiple training sessions for the users and leadership who will be regular users of the system. If possible, this training should be hands on with the users signed on to the system using their login ID and password.[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][dsm_perspective_image src=”https:\/\/cccginc.com\/wp-content\/uploads\/2023\/10\/CCCG-Salesforce-Flyer-2-pdf-232×300.jpg” alt=”Download Salesforce Brochure” title_text=”Download Salesforce Brochure” align=”center” _builder_version=”4.22.2″ _module_preset=”default” background_enable_color=”off” box_shadow_style=”preset1″ global_colors_info=”{}”][\/dsm_perspective_image][dsm_button button_one_text=”Download Salesforce Brochure” button_one_url=”https:\/\/cccginc.com\/wp-content\/uploads\/2023\/10\/CCCG-Salesforce-Flyer.pdf” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button_one=”on” button_one_text_size=”16px” button_one_icon=”||divi||400″ button_one_icon_placement=”left” button_one_on_hover=”off” hover_enabled=”0″ global_colors_info=”{}” button_one_url_new_window=”on” sticky_enabled=”0″][\/dsm_button][\/et_pb_column][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
Salesforce.com Implementation Managing all the information related to your customers is a challenge. Using a Customer Relationship Management (CRM) tool can help ensure your organization maximizes your relationship with each customer.