THE SIFTWORK CUSTOMER INTELLIGENCE LETTER - Dec 2010
The specialist CRM data management consultancy

 

We provide advice and direct action for organisations anywhere that want to import data into a new or established CRM system or to enhance, exploit or report on data they already store.

 

This month... Salesforce.com: a costly diary or a priceless asset —You decide. We deliver!

When businesses embark on a Salesforce.com project they commit to substantial rental cost. In addition, because once loaded the data is hard to redeploy, it’s also usually a long term commitment. According to the edition and number of users, the cost is more or less fixed. However, the value, hence return on investment, depends on the fit with your business and the data quality.

Some users deploy Salesforce much as they would a Filofax or Microsoft Outlook: as a diary, contact list and notebook. Filofaxes are not very configurable and they don’t allow organisations to distinguish them to match their business style or processes. Hence they add little value.

In contrast, Salesforce.com is easily configurable and permits data enhancement to provide much more value at more-or-less fixed cost.
For example, beyond the simple records and plans you can make with a Filofax Salesforce enables you to…
model your specific sales organisation and processes in the software, even if your organisation is complex and includes multiple products or sales teams in a single geography
roll up your sales forecasts correctly, even if your direct sales team members manage numerous agents or distributors
permit managers and as many remote sales people as required to simultaneously view and edit an identical sales forecast in real time
monitor and track the dynamics and efficiency of your sales funnel including conversion efficiency, lead time and win/loss analysis
quickly and easily secure all your customer data so that only authorised users can see it, also change these arrangements without delay
permit authorised support and service staff to see any full or partial snapshot of the customer data they need to do their jobs
Import all the transaction history about products and services you’ve sold (and that of your competitors if you have it) as well as serial numbers, accessories and enhancements fitted to each item
give sales and marketing people simple selection tools that pinpoint efficient segments for appropriate and timely offers and measure their impact
Import all the service contract, service intervention and warranty information
Record and manage any prepaid preventative maintenance inspections or calibrations completed.

To configure Salesforce to match your organisation and processes and to store all the data requires some customisation. Customisation demands…
advanced training in Salesforce administration
knowledge of the Salesforce database
previous experience of Salesforce customisations
time to dedicate to these activities.

We find that most organisations lack the people with the required skills, experience and time. Therefore we offer our services to manage new Salesforce deployments and enhancements to established systems.

We have numerous case studies and examples of our work which we can show you. We have experience in organisations with from just a handful of sales and marketing people to several hundred.

You can see more of what we do when you visit our web site. Click here. There you will find a collection of white papers and case studies that you can compare with your own situation and needs. Click here.

 
 

HOW TO GET IN TOUCH
Mike Meyer


Siftwork Customer Intelligence
Belldin House
12 Boyn Hill Road
Maidenhead UK
SL6 4HF
Phone : +44 (0) 1628 629576
E-mail: consulting@siftwork.com
Web: http://www.siftwork.com

 
 

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  Copyright 2010 by Mike Meyer. All rights reserved.