Salesforce is a cloud-based customer relationship management system (Customer Relationship Management). It helps automate and optimize business, increase sales, and improve customer service by adding them to a common database. Moreover, you can integrate and synchronize all your sales data via the Revenuegrid Salesforce Gmail connector.
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How Does Salesforce Operate?
Salesforce operates based on a multi-tenancy architecture. To clearly understand how it works, let’s draw a simple analogy with the hotel. When staying at a hotel, the guest is always looking for a room that will fully meet his needs. In this room, he is free to do whatever he sees fit: rearrange the furniture, choose the color of the sheets and ennoble his personal space.
The same is true with a customer who decides to optimize their business using the Salesforce platform. The client receives his personal Salesforce instance – a dedicated server to which his organization is attached.
The Salesforce organization is the customer’s key to his “hotel room”, the interior of which (the functionality of the developed application) he can change as he wishes.
Every hotel also has a standard set of resources (food, water, electricity, cleaning services, etc.) that are distributed to all guests as needed. The distribution of resources in the Salesforce cloud works in the same way: the platform optimizes the use of shared resources so that each client of the system receives the fastest possible application, without errors and delays in use.
Of course, the hotel is responsible for all problems and problems caused to guests due to any breakdowns in the room. In the same way, the Salesforce support team takes full responsibility for the performance of its platform. The user does not take any part in this. Three times a year, Salesforce gets another release that adds new functionality and fixes existing bugs in the system.
Salesforce Functionality
We offer to get acquainted with the capabilities of Salesforce on a specific example. Suppose a client came to us whose business is related to the provision of dog walking services. Before working with Salesforce, the customer oversaw the entire process: designing and posting ads, walking pets with his own hands, and keeping accounts. But as the business grew, both the staff and the customer base expanded. There are now more than 20 people on his team, and each employee performs his or her specific duties.
Excel spreadsheets stored absolutely everything: addresses and telephone numbers of clients, information about their pets and company employees, photos of dogs. Daily routine work with documentation of this type is tiring. This is a routine and unproductive occupation. At this stage, Salesforce offers a great alternative – to create a convenient application based on these tables, in which the user will be comfortable structuring and processing large data sets.
Blocks in Salesforce and the Links Between Them
To create a Salesforce application, you must first identify the basic entities (blocks) that will characterize the business. In our case, it is:
- Client;
- Dog;
- Order;
- Employee (responsible for walking the pet).
After creating priority blocks/objects, you need to configure the relationships between them. This should be done in such a way as to provide the most complete information about the customer and not violate the business logic of the application. This makes the working process much easier, as you can see.
So, Salesforce is a program that will automate the process and integrate all your necessary data with Gmail, Outlook, and other important apps. Don’t hesitate and do your business a favor.
