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Collaborate. Execute. Govern. Lead
Vital Elements Of
Salesforce CRM Compliance
Compliance Cloud® handbook for
Salesforce C...
Table Of Contents
Preface....................................................................................................
Preface
An all-inclusive Governance structure which involves Emerging Technologies, Real-time
Reporting and Monitoring, Ef...
www.ConfidentGovernance.com https://bit.ly/cg_products
Introduction to Salesforce CRM
Salesforce CRM Customers Reviews
Cus...
www.ConfidentGovernance.com https://bit.ly/cg_products
Why do we need to govern Salesforce CRM Compliance?
Through decades...
Robust Collaboration
Effective Mapping of
Compliance with
Enterprise Risks
Centralization of
Compliance Data
Deploying a S...
www.ConfidentGovernance.com https://bit.ly/cg_products
Take your Sales Governance lifecycle to next level by leveraging
Sa...
www.ConfidentGovernance.com https://bit.ly/cg_products
Efficient mapping of Sales Cycle Risks with your Governance and
Com...
www.ConfidentGovernance.com https://bit.ly/cg_products
Achieving Sales Risk Transparency through Centralization of
Governa...
www.ConfidentGovernance.com https://bit.ly/cg_products
Scalability : A driving factor for achieving Agility in Salesforce
...
www.ConfidentGovernance.com https://bit.ly/cg_products
Intuitiveness & Ease-of-use: Redefining Governance of your
Salesfor...
www.ConfidentGovernance.com https://bit.ly/cg_products
Introducing ConfidentG Agile Compliance management
As we see, it ta...
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ConfidentG Ebook : Vital Elements Of Salesforce CRM Compliance

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While conventional Compliance tools have been around the block for ever, it’s about time to think big and embrace the Agile approach which has not just robust functionality of addressing Risks in Real-time, but also Collaborating internally/externally as well as dynamic Reporting features. Compliance has to step up from a “Check-the-box” activity to becoming a Competitive edge.

This E-book by Confident Governance®, Global leader in Cloud Governance, elaborates upon the Salesforce CRM Compliance Best Practices. If you are a Compliance Officer and want to leverage your Salesforce Org Compliance process to give it a Competitive edge, this E-book is a perfect fit for you.

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ConfidentG Ebook : Vital Elements Of Salesforce CRM Compliance

  1. 1. Collaborate. Execute. Govern. Lead Vital Elements Of Salesforce CRM Compliance Compliance Cloud® handbook for Salesforce CRM Compliance Upcoming Events Page 1 An ebook on Salesforce CRM Compliance Cloud by Confident Governance®, inventor of Governance as a Service platform
  2. 2. Table Of Contents Preface....................................................................................................3 1. Introduction to Salesforce CRM………………………………………………………Erreur ! Signet non défini. 2. Why do we need to govern Salesforce CRM Compliance? ................4 3. Salesforce CRM Compliance Best Practices.......................................4 3.1. Take your Sales Governance lifecycle to next level by leveraging Salesforce Chatter Collaboration……………………………………………………………………….Erreur ! Signet non défini. 3.2. Efficient mapping of Sales cycle Risks with your Governance and Compliance tool ................................................................................8 3.3. Achieving Sales Risk Transparency through Centralization of Governance Data.....................................................................................9 3.4. Scalability: A driving factor for achieving Agility in Salesforce CRM Compliance ....................................................................10 3.5. Intuitiveness & Ease-of-use: Redefining Governance of your Salesforce CRM Compliance data .............................................................11 4. Introducing ConfidentG Agile Compliance management ...............12 Collaborate. Execute. Govern. Lead Page 2 4 5 6 7
  3. 3. Preface An all-inclusive Governance structure which involves Emerging Technologies, Real-time Reporting and Monitoring, Efficient Project Management and Robust Collaboration, is of critical importance in any Enterprise. According to Henry Ford, “Coming Together is a Beginning, Staying Together is Progress and Working Together is Success.” Successful Enterprises worldwide know that effective Governance is absolutely essential for smooth functioning of it’s Operations and Processes. Frauds in big Corporate houses & Organizations have been making headlines since last decade and as you read this, world’s largest Bank has been charged $185 million fine for illegal Sales practices that included opening of 2 million fake Customer accounts. The harsh consequences included 10% decline in market cap in just a day. While the bank is finding ways to handle the current crisis and prevent future ones like this, Organizations worldwide are pondering upon the critical question : What is vital in a dynamic economy ? Is it just achieving the Sales targets or is it having efficient Governance and Compliance in place ? While conventional Compliance tools have been satisfying their purpose since long, it’s high time to smell the coffee and embrace the Agile approach which has the robust functionality of addressing Risks in Real-time, Collaborating internally/externally and dynamic Reporting. Companies worldwide have been spending millions on conventional systems which are bulky, complicated, siloed and opaque and ultimately make Compliance a “Check-the-box” activity instead of making it a Competitive edge. This e-book by Confident Governance®, global leader in Cloud Governance, elaborates upon the Salesforce CRM Compliance Best Practices. If you are a Compliance Officer and want to leverage your Organization’s Compliance process to make it a Competitive edge, then this e-book is the place where you will find the right Strategies. Good Governance is Good Business ! Collaborate. Execute. Govern. Lead Page 3
  4. 4. www.ConfidentGovernance.com https://bit.ly/cg_products Introduction to Salesforce CRM Salesforce CRM Customers Reviews Customer Relationship Management (CRM) tool is a software that stores Customer contact information like names, addresses, and phone numbers, as well as keeps track of Customer activity like website visits, phone calls, email, and more. It enables managing all your Customers, Partners and Prospects information in one place. The Sales Cloud is a secure Cloud based CRM system that can help every part of your Business get a 360 degree view of your Customer. Salesforce CRM applications are built on the power of App Cloud, so you can run your Business on any device, easily build new Customer Applications or integrate with existing back office Systems. Salesforce is world’s #1 Platform for CRM Solutions; with that one can keep track on Marketing and Sales activity and also track Leads & Accounts. Why Salesforce CRM?  Salesforce CRM helps you ditch clunky processes and manual effort so you can get on with Business  Actively tracks and manages Customer Information  Enables finding more Leads, closing more Deals, keeping more Customers and growing your Business  Salesforce Customers report 37% more Sales Revenue, 45% higher Customer Satisfaction and 43% better marketing ROI.  The platform is highly Scalable to meet your CRM requirements as the Company grows  Collaboration amongst team members can be done from any device Using Salesforce CRM, you can connect with your Customers in a whole new way, understand their requirements better,deploy Customer focused Apps rapidly and even identify new Opportunities to help. Here are the key-takeaways of Salesforce CRM platform Visit Our Products Upcoming Events Page 4
  5. 5. www.ConfidentGovernance.com https://bit.ly/cg_products Why do we need to govern Salesforce CRM Compliance? Through decades, Business processes like ERM, Compliance and Audit have been prioritized for Governance, while Sales has remained an island. The recent crisis at a global Financial institution has surfaced this “lack of appropriate Governance” issue, as the fraud itself was the result of ineffective reaction to unrealistic Sales goals. Instead of falsifying Customer accounts, the bank in question could well have been engaged in incorporating a Governance framework like Salesforce CRM to achieve the necessary speed and Agility. The 3 main Challenges that global Compliance Officers are facing are 1. Rapid pace of Change As the Regulatory environment is continually changing at federal level, Organizations need to stay up to date on them. 2. Lack of Transparency It is necessary to have clear visibility of the Data coming from different parts of the Organization. 3. Inability to shift Focus to changing nature of Risks Failing to decipher the level of Risk poses a major challenge, so shifting focus from conventional ERM to Agile mapping of Risks with Compliance is necessary. Page 5 Visit Our Products Upcoming Events
  6. 6. Robust Collaboration Effective Mapping of Compliance with Enterprise Risks Centralization of Compliance Data Deploying a Scalable Compliance Management Tool Having an Intuitive and Easy-to-Use Tool to manage Organizational Compliance www.ConfidentGovernance.com https://bit.ly/cg_products Salesforce CRM Compliance Governance Best Practices Looking at the current scenario of Compliance, it is unsustainable. The conventional Compliance Tools fail to meet the requirements being created by the rapid velocity of change. As the Compliance system is not Agile, it is easier for the employees to bypass the System or make it a “Check-the-box” type of activity. Agility in Compliance means to have Business driven conversations about Compliance instead of one sided Policy driven conversations. Here we will discuss about the Robust and Agile Strategies for Governing Compliance. Companies need to Focus on any device, anytime and at any where Governance methods. Page 6 Visit Our Products Upcoming Events
  7. 7. www.ConfidentGovernance.com https://bit.ly/cg_products Take your Sales Governance lifecycle to next level by leveraging Salesforce Chatter Collaboration With more number of Millennials entering the modern workforce, there is a rising need to avoid Complex Compliance extensions of ERP systems. They are the generations using Social Media for Collaboration and they need a tool which gives them the flexibility to connect with the team from Anywhere, AnyDevice, Anytime. Providing them with complex system will be tacky and cumbersome. Connecting the Sales and Marketing team with files and data at anywhere, anytime and on any device, embedding documents and version control are some of the vital functionalities that a Collaboration tool like Salesforce Chatter offers. Governance of Salesforce Chatter not only ensures Compliance, but also ensures Information security thereby enabling Secure Collaboration. A robust Collaboration environment enables effective Internal Communication within Teams as well as External Communication with Customers, Real Time Feedback, infusion of Transparency and sharing of Sales data in a Secure environment. Confident Governance’s Agile Compliance Management Framework provides a Collaborative environment which also has a provision to embed the documents that can be accessed by anyone with Version Control feature. Page 7 Visit Our Products Upcoming Events
  8. 8. www.ConfidentGovernance.com https://bit.ly/cg_products Efficient mapping of Sales Cycle Risks with your Governance and Compliance tool This chapter focuses on the second very important & critical characteristic of Compliance Governance and that's mapping with Risks. Actual mapping of Risks enable finding the exact location of the Risk. With Emerging Technologies, it is easier to trace down the Risk which needs to be Identified, Monitored and Remediated with improved Reporting and Dashboarding. With Governance as a Service® platform invented by Confident Governance, it is easier than ever to trace Risks with improved dash boarding and geo-spatial representation of Risk locations. While conventional tools miss out on this important factor, Agile Compliance tools leverage this mapping and make Compliance of Salesforce CRM a competitive edge Page 8 Visit Our Products Upcoming Events
  9. 9. www.ConfidentGovernance.com https://bit.ly/cg_products Achieving Sales Risk Transparency through Centralization of Governance Data Point-solutions for Compliance management like legacy & paper-based systems often fail to identify systemic quality problems as the data contained in them is siloed. A disconnected and manual Compliance management tool fails to give Visibility and Transparency to the Board and the C-Suite of its entire Compliance management process. While conventional Compliance Framework relies on third party Tools or Servers for Database management, which are not always scalable and user-friendly, Agile Compliance tools like ConfidentG Agile Compliance Framework, has the functionality of storing data in one hub which can be accessed from Anywhere, at Anytime and from Any Device. Page 9 Visit Our Products Upcoming Events
  10. 10. www.ConfidentGovernance.com https://bit.ly/cg_products Scalability : A driving factor for achieving Agility in Salesforce CRM Compliance Continuing our discussion on the differentiating factors of an Agile Compliance tool, this chapter focuses on a very vital aspect of Salesforce CRM Compliance and that's Scalability. As the Business grows and team expands, Scalability of the tool is of significant importance, which by and large the Conventional tools fail to offer. Switching to a robust Compliance tool ensures your Strategy is in place as your Company grows. The Agile approach not only serves today's dynamic Business needs, but also enables a system to scale up to address future needs. It is more cost-effective than buying a bulky and complex Solution. As Agile systems like ConfidentG Agile Compliance Framework are built on robust Salesforce.com platform, they are automated and offer flexibility to move from Simple Compliance to more sophisticated and intelligent workflows. Page 10 Visit Our Products Upcoming Events
  11. 11. www.ConfidentGovernance.com https://bit.ly/cg_products Intuitiveness & Ease-of-use: Redefining Governance of your Salesforce CRM Compliance data The last but not the least is the Ease-of-use aspect of the Compliance tool. The intuitiveness of the platform is equally important, especially when your Organization has multiple Departments, which are not necessarily tech-savvy. An easy-to-use interface provides the ability to manage different aspects of your entire Sales and Marketing lifecycle to ensure that they are well-governed and Compliant with the Best Practices and laws. Intuitiveness talks about usability in terms of great User Interface which is easier for all to use. Moreover, at the tap of the phone, the Top Management can look at their Risk areas and take action. That’s the kind of Agility that is most needed in governing Compliance. Page 11 Visit Our Products Upcoming Events
  12. 12. www.ConfidentGovernance.com https://bit.ly/cg_products Introducing ConfidentG Agile Compliance management As we see, it takes more than a conventional tool to manage Organizational Compliance. The benefits of Agility are huge and unmatched and it now depends on the Board and the C-Suite to not just Comply with Industry Rules, but to truly imbibe Confidence in Governance and make Compliance a Competitive edge. Confident Governance’s innovative Governance-as-a-Service® platform is a Market leading Solution for Enterprise wide Audit, Compliance & Risk Management. Built on Secure Force.com platform, it’s a robust tool delivering significant benefits over conventional GRC systems. We look forward to democratizing Governance worldwide. ConfidentG platform leverages latest cutting-edge Industry Best Practices for Security, Governance, Enterprise Risk, IT Governance, Compliance, Policy Management and Agile Project Management Page 12 Visit Our Products Upcoming Events

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