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Salesforce

Customer intelligence

5 Best practices for customizing your CRM

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Customer intelligence.

The right CRM customizations can lead to better customer insights that lead to more sales and better service.

The right customer relationship management (CRM) solution can make a major difference in how your employees engage with customers and prospects. Customizing CRM solutions allows for even more powerful information sharing, usage and return on investment for your technology.

Here are 5 best practices for customizing your CRM.

1. Ask the users

When considering customizations, it’s very important to include the users in identifying, prioritizing and implementing new solutions. Your users, from salespeople to customer relations staff to finance employees, are those who use the CRM the most.

Be sure to ask them how the CRM could improve their sales or customer service. Ask for the wish list and consider engaging them in prioritizing the customizations. Getting user buy-in early helps ease implementation and user adoption.

2. Make it simple

CRM customizations should focus on simplifying or automating tasks, saving staff time and providing more insights. Your CRM likely offers lots of options. You don’t need all of them on your employees’ dashboards. Consider customizations that create a different look and feel for each role. Some solutions, like Salesforce, offer optimization tools that show what features are and are not being used.

Coworkers at a shared desk with documents and calculators.

With a single source of data, a CRM ERP integration provides for more insights and collaboration among employees.

3. Focus on data

In order to be truly effective, your CRM needs to have the best and most accurate data available. Raw data can be transformed into actionable insights, but only if the data are good to begin with. Consider customizations that provide easy access to data and give employees a 360-degree view of customers. And if the right data isn’t available, make that a separate priority project.

4. Integrate with enterprise resource planning (ERP) solutions

When you integrate your CRM with your ERP solution, your business gains transparency, unified data and more collaboration. With a single source of data truth, your employees know they’re working with the same accurate information. Integrating these tools gives your business considerable advantages, including:

  • Better business development with stronger insights on new-business targets.
  • Improved operations using automation solutions and better-designed processes that allow for better measurements of marketing campaigns, deals closed and customer relationships.
  • Visualizations that take historical and real-time data to give you a clearer picture of key business metrics, including budgeted vs. actual costs, ROI, cost reporting, profitability and lifetime customer value.
  • Improved responsiveness to customer needs and requests using automation tools that respond faster and deliver more insights on customer sentiment and loyalty.

5. Choosing the right ERP CRM

Choosing the right ERP CRM, like Salesforce Foundations, gets you further faster. With Salesforce Foundations, you can get connected to Salesforce functionality and power quickly.

Salesforce Foundations lets you manage sales teams and assign leads, see progress with intuitive reports and dashboards and give your employees an easy-to-use introduction to Salesforce.

Salesforce Foundations is right for your business if one or more of these apply:

  • It’s your first CRM
  • You have 5-25 users
  • You’re upgrading from another CRM
  • You have a short timeframe

NexTec helps companies select, implement, and leverage leading CRM solutions. Our experience with hundreds of CRM implementations means we can boost ROI through all phases, including configuration, data migration, user training and ongoing support. Learn More About CRM.

Tablet displaying charts and graphs.

Why Salesforce integration makes your ERP solution better

By | CRM, ERP, Salesforce | No Comments
Tablet with charts and graphs displayed.

Give your business a competitive advantage by allowing better data sharing between your ERP and Salesforce.

When your company integrates your Salesforce and enterprise resource planning (ERP) solutions, you gain considerable advantages, allowing you to share and use data seamlessly and improve customer service.

Knowing why Salesforce integration makes your ERP solution better helps inform your technology decisions and resource allocations.

Data as the primary integration advantages

Salesforce, long a leader in customer relationship management, has made moves lately to solidify its strength in that field and build better bridges with other applications, including ERP. Its 2018 acquisition of MuleSoft for $6.5 billion lets Salesforce reach into other applications and pull in data without needing to clean or scrub it.

That means no need to build data warehouses or rely on third-party middleware customizations to use data from multiple systems. Consolidating data in one place, without disrupting its source formatting or properties, is a far better choice.

Group of people working around a conference table.

Salesforce-ERP integrations lead to better data transparency and collaboration.

Here are some other advantages of integrating your ERP with Salesforce:

  • Improved Communication. Colleagues in different functional areas can use the easier data-sharing capability for more effective communication and collaboration. For example, a sales employee can pull in inventory management information to determine what to tell a customer about delivery schedules. Inventory control data can be pulled into Salesforce and be used by staff in sales, warehouse management and production to determine the right customer strategy.
  • Data Transparency in Both Directions. Finance employees are likely most familiar with ERP-housed billing information while sales staff will have a deeper understanding of Salesforce. With data available from both systems, employees can work in the system they’re most familiar with.
  • More Insights. With more data available to users of both systems, there can be deeper calculations and reporting. Employees get better and more actionable information that can lead to better-informed decisions made faster. For senior management, there’s a clearer understanding of overall and interrelated company operations, progress and outcomes.
  • Error Reduction. Manual data entry or reentry increases the likelihood of errors, even when using cut-and-paste functions. Integrated systems reduce errors, staff time spent on manual tasks and data duplication. Integration projects can automate checks and balances to identify data discrepancies to ensure all systems are using the same information.
  • Better Customer Service. Salesforce and ERP integration gives companies a more complete picture of their customers. From marketing responses to buying habits to payment history, integrated systems help build stronger relationships, satisfy needs and faster responses. There’s no more hunting for information in multiple systems or need to find the right person to ask for details.
  • Enhanced Automation. Your ERP and Salesforce systems both can automate every-day tasks and activities. With the systems integrated, more and better automation solutions are available, delivering deeper insights and reporting. For example, pricing changes and production schedules stored in an ERP can be integrated faster into alerts and data sheets provided to sales and marketing professionals.

ERP and Salesforce integrations are transformative opportunities. Managing those projects requires a steady, experienced, detailed-focused partner. NexTec offers expert consultants and project managers with deep expertise in ERPs, Salesforce and integration strategies. Contact us to learn more about how NexTec is the right choice to lead your integration project.

Enterprise resource software

Why Salesforce-ERP integration will be key in 2019

By | CRM, ERP, Salesforce | No Comments
Enterprise resource planning software

The 2018 purchase of an integration-software company has Salesforce positioned to be the CRM of choice when it comes to integrating with your ERP.

Companies are discovering the power of integrating their enterprise resource planning (ERP) with Salesforce, a market leader in customer relationship management (CRM) solutions.

Knowing how to leverage the capabilities of an enterprise resource planning solution and Salesforce can deliver great advantages to organizations that seize the opportunity. Here are a few reasons why Salesforce-ERP integration will be key in 2019.

Salesforce makes big splash

In 2018, Salesforce made its largest-ever acquisition, paying $6.5 billion for MuleSoft, an integration-software maker. The sale was hailed as one that would lead to more Salesforce-ERP integrations in 2019.

While that is likely to remain the case, the sale also positions Salesforce as the market leader in shifting companies from customer relationships to customer experiences.

“Companies need more and more visibility into everything that has to do with the customer,” said Uri Sarid, chief technology officer of MuleSoft, recently. “But you don’t have to consolidate all of the data in one place. That’s what’s changed.”

Salesforce is now positioned to reduce complexity when it comes to integrating with ERPs. One of the greatest challenges facing IT leaders grappling with integration is moving and using data. Data warehouses and middleware have been common solutions but Salesforce, with integrated MuleSoft capabilities, can be a game-changer.

With less data manipulation, a Salesforce integration with enterprise resource planning software solves a lot of the issues that have been major barriers in the past, including:

  • Complex integration functionality
  • Lack of user self-service ability
  • Reliance on third-party applications and services
  • IT staff time committed to jury-rigging solutions

Salesforce will be able to “reach into” another application, such as your ERP solution, pull in the necessary data, and use it in tandem with Salesforce functionality. Users will have more information at hand to make better decisions while engaging with customers and prospects.

Enterprise resource software

Integrating Salesforce and your ERP adds more functionality and customer insights for your teams.

Moving to customer experience

Customers today, whether businesses or consumers, expect companies to have a full understanding of their relationship. Salesforce, which made its mark providing deeper insights for marketing and sales professionals, needs to pivot to deliver the data that provides a 360-degree understanding of customers.

Customer experience – CX in the marketing parlance – is critical for customer retention. It’s also important as customers engage with brands in multiple ways – in-person retail experiences, mobile interactions and website and email engagement.

At its annual Dreamforce conference, Salesforce unveiled the first move towards better CX – Customer 360. The new service integrates customer data across clouds and uses data from multiple systems to deliver a complete picture of activity with sales, marketing and service teams.

Optimizing integrations

No matter what the future holds, there are fundamental steps businesses need to take when it comes to integrating a CRM and ERP. They include:

  • Process mapping to understand how data will be used and accessed by the different systems
  • Field mapping to align data seamlessly across systems
  • Data integrity to ensure that the information being shared is good, reliable and accurate
  • Finding the right partner

NexTec is a leader in system integrations, including Salesforce and ERP. Our teams have deep experience with Salesforce and multiple ERP vendors and products. We help to develop and deploy integration models that maximize the value of each tool.

Contact us to learn more about how NexTec can help leverage your Salesforce and ERP investments.

Salesforce Foundations

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Salesforce Foundations

The key to getting a solid, quick start in CRM is having a firm foundation.

Manage your sales. Not your technology.

Grow your business and connect with your customers with the world’s #1 CRM platform.
Salesforce Foundations makes it easy to get started so your business could focus on the things that matter most.

Assign leads, manage opportunities and track your sales pipeline.

Easily manage your leads and opportunities and close more sales.

See the progress towards your sales goals with reports and dashboards.

Salesforce Foundations benefits

CRM icon

Get a complete view of prospects and customers

Salesforce gives you a 360-degree view of your current and potential customers. You’ll be able to see and track interactions and communications, helping your close more sales and increase customer satisfaction.

NexTec cloud icon

Boost your company’s productivity

You can access Salesforce on any device, whether it’s your office computer or mobile phone. You can log calls, track your leads or check your dashboards no matter where you are.

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Make insightful decisions

Get real-time data on how your business is performing. Reports and dashboards can be accessed anywhere on any device. This means your whole team can stay more on top of your business.

How does it work?

With Salesforce Foundations, you can be up and running in 2 weeks. Watch the video to learn how.

Ready to get started with Salesforce Foundations?

NexTec Group works with companies to select, implement, and leverage leading CRM solutions to deliver on the benefits and efficiencies this powerful technology promises. Through hundreds of CRM implementations, we’ve learned how to speed ROI through proper configuration, data migration, user training, and ongoing support.

Contact us to learn more.

Salesforce Certified Registered Consulting Partner

Salesforce

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Grow faster with Salesforce

Empower your sales and support teams with the
#1 Customer Relationship Software (CRM)

Grow your business. Not your complexity.

With the #1 CRM for Sales and Customer Service, you can close more deals and increase customer satisfaction. Salesforce is a cloud-based service that is accessible from anywhere, anytime, on virtually any device.

Watch the video
Salesforce Sales product overview

Sales

Close more deals

With Account, Contact and Opportunity Management, have a complete view on your current and potential customers, with interactions and communications tracked along the way.

Get more leads

Lead Management allows you to track your leads from click to close, helping you make smarter decisions on where to invest your marketing dollars.

Accelerate productivity

You can access Salesforce from your mobile device, allowing you to log calls, respond to leads and check dashboards no matter where you are.

Make insightful decisions

Reports and dashboards make it easy to get an real-time picture of your business and dig deeper into your analytics.

Salesforce Support product overview

Service

Deliver smarter service

With a 360-degree view of every customer, you can resolve issues across any channel and increase customer satisfaction.

Innovate faster

Salesforce scales as your grow and keeps up with the latest innovations, like AI, IoT and more.

Customize your system

Set up workflows, automate business processes and maximize your agents’ productivity by customizing their console.

Keep your data safe

Salesforce’s robust and secure architecture is trusted by companies around the world.

Are you just getting started with CRM?

Salesforce Foundations is a fast and easy way to get started with the #1 CRM for Sales and Customer Service. Together, we’ll look at the out-of-the-box solution and customize it based on your company’s needs.

Learn more about Salesforce Foundations by clicking the button below.

Learn more

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Are you ready to get started with Salesforce?

NexTec Group works with companies to select, implement, and leverage leading CRM solutions to deliver on the benefits and efficiencies this powerful technology promises. Through hundreds of CRM implementations, we’ve learned how to speed ROI through proper configuration, data migration, user training, and ongoing support.

Contact us to learn more.

Salesforce Certified Registered Consulting Partner