Introduction to Salesforce.com

Presenter– Ronjay Chakraborty
Introduction to Salesforce.com
Presenter – Ronjay Chakraborty

Know your instructor
Ronjay Chakraborty
MBA-IIM Lucknow
Expert, Salesforce with an IT MNC
He has an overall 9+ years of experience across Indian and global
organizations in the areas of technology consulting, IT strategy, business
development and process consulting. Ronjay has led several key
transformation projects across healthcare, retail, consumer goods and
technology domains.
Course link: http://www.edureka.co/crm-salesforce

What will you learn today?
In this session, we will understand about:
 CRM Overview
 Importance of CRM
 Brief History
 Introduction to Cloud Computing – SaaS and PaaS
 Overview of Salesforce.com (SFDC)
 Sales Cloud
 Marketing Cloud
 Service Cloud
 Introduction to Business Objects
 Salesforce Tools
 Salesforce Analytics

CRM Overview
• Customer Relationship Management
• Broadly defined, CRM is a strategy for managing a company’s
interactions with clients and sales prospects and ensuring the
‘Connect’ sustains throughout the relation.
• Purpose:
 Retain existing clients
 Energize dormant accounts / clients
 Find new clients
• Examples
• New launch offers from your beloved cosmetics brand
• Supermarkets / Retail brands giving out specific deals to customers

Importance of CRM
Sales team always had data on what is selling and who is buying. Then why is it that CRM has become
so important in the current world?
Lack of timely data and fragmented systems meant unused data
Companies were worried about getting their house in order
• Quick and specific
response
• Flexible resolutions
• No rigidity
• Less Bureaucracy
• Easy information
availability
• Higher revenues through lesser
personnel
• Reduced maintenance (cost &
time)
• Activities targeted at revenue
generation

Importance of CRM
Continuous exchange of information
across all customer channels/touch
points
Personalised products/services
based on specific needs and
expectations
Consistent user experience across
all touch-points
Real-time access to all customer
information to enable quick
decisions
CRM
Systems

CRM – The Result (till now...)
Two main types of CRM systems
On Premise / Traditional systems (Siebel)
On Demand / Cloud Based Systems (SFDC)
Today
Cloud Computing Applications1960’s
Mainframe
1980’s
Client/server

Introduction to Cloud Computing
Cloud computing refers to Internet-based computing
Involves shared resources, software and information provided via computers, mobiles
The term cloud is used to signify the Internet
Multi-Tenant:
Pay per Use:
Scalable:
No Capital Expenditure
Predictable Operating Costs
Scales With You

Software as a Service - SaaS
SaaS (Software as a service) is a model for software delivery
 The entire service is managed centrally by the
software company Inc. infrastructure, network,
security etc.
 Interested individuals and companies are allowed
to “Rent" it rather than “Own “ it
 Requires access through a Network (usually
Internet but may also be an intranet)
 Replicates a One-to-Many model (single instance,
multi-tenant architecture)
 No need for clients to worry about patch
upgrades and version management as all features
are updated automatically

Platform as a Service - PaaS
 Cloud computing has evolved to include platforms for
building and running custom applications, a concept known
as “Platform as a Service” (or PaaS)
 Types of PaaS Solutions :
 Social Application Platforms
 Web Application Platforms
 Business Platforms (e.g. Force.com)
Simplified
Deployment
Lower
Risk

Introduction to Salesforce.com
Recruitment Planning
Partner Marketing
Partner Selling
Partner Analytics
PARTNERSHIP
Search
Tagging
Subscriptions
Publishing
Collaboration
Recommendations
Workspaces
CONTENT
Post an Idea
Vote on Things You Like
Discuss Ideas with Community
IDEAS
Lead Management
Opportunity Management
Account & Contact Management
Activity Management
Approvals & Workflow
Territory Management
Partner Management
SALES
Online marketplace of Apps
Many On-demand Apps
Easy Integration
APPEXCHANGE
Salesforce for Google Apps
Salesforce for Google AdWords
GOOGLE APPS
Self Service Management
Web to Case
Channel Services
Automated Email Management
Knowledge Base
SERVICES
Campaign Management
Workflow Automation
Marketing Analytics
Search Marketing
Lead Management
Email Marketing
MARKETING

How Salesforce.com helps...
Multi-Device
End User
Administration
Access Control &
Audits
Database Web Services
API
Reporting &
Analytics
Workflow
Engine
Forms & Page
Layout Editor
A B D
C
Clicks Code
Coding Based systems
80% 20%
20% 80%

Sales Cloud – An Overview
Sales Cloud provides Sales reps with a tool that helps them to build stronger relationships with customers and
close more deals since everything can be found at one place.

Marketing Cloud – An Overview
The Marketing Cloud is a collection of cloud-based marketing services that make internal marketing functions
more efficient and external marketing programs more effective.

Service Cloud – An Overview
Service Cloud refers to providing customer Service through internet including managing the entire customer service cycle from raising customer
service request to solving the request and informing the status of the request to the customer

Handling Marketing through Salesforce.com

Introduction to Business Objects
 Salesforce.com Objects involves understanding which data are a standard part of SFDC, which data need to be
added as custom fields or custom objects, and which data need to be integrated from outside systems.
 Two types of business objects:
 Standard Objects
 Custom objects

Salesforce Tools for your Business Processes
 Salesforce Standard and Custom Objects
 Standard & Custom Fields and Data Types
 Relationships (Lookup & Master-Detail)
 Page Layouts & Record Types
 Validation Rules
 Workflow Rules
 Approval Process
 Profiles
 License
 Sharing Settings and Roles
 Tabs, Apps & Packages

Simple User Interface of Salesforce.com

Salesforce Analytics
Real-Time Updates
Real-Time Updates
Real-Time Analytics
Real-Time Visibility with
Easy to Create Reports
Two Analytics tools:
 Reports
 Dashboards
Customizable by Business Users
Real-Time Reporting
Integrated Analytics Across All Apps
Security Controls
Mobile Access
Email Dashboard Delivery

Reports
A report contains a set of data displayed in organized rows and columns, based on certain criteria thereby,
helping to derive meaningful insights

Dashboards
Dashboards are graphical representation of the results from reports. They provide a snapshot of key metrics
and performance indicators for the organization.
Four Types of Dashboards
 Table - Good for showing top five lists
 Chart – Used to prepare various charts
e.g. bar charts, line charts, pie
 Gauge - Used to show progress towards
a goal
 Metric - Shows a single number

Course Introduction
Edureka's CRM Salesforce for Beginners course:
• Become an expert in CRM Salesforce by mastering concepts of CRM, its business implications and how
Cloud computing is changing the way businesses use technology to engage with their customers.
• Online Live Courses: 16 hours
• Assignments: 12 hours
• Project: 12 hours
• Lifetime Access + 24 X 7 Support
Go to www.edureka.co/crm-salesforce
Batch starts from 14 November (Weekend Batch)
Timings: 8:00 AM to 10:00 AM

Thank You
Questions/Queries/Feedback
Recording and presentation will be made available to you within 24 hours

Introduction to Salesforce.com

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