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International Journal of Trend in Scientific Research and Development (IJTSRD)
Volume 5 Issue 4, May-June 2021 Available Online: www.ijtsrd.com e-ISSN: 2456 – 6470
@ IJTSRD | Unique Paper ID – IJTSRD42559 | Volume – 5 | Issue – 4 | May-June 2021 Page 1186
Salesforce – The Future of CRM
Harshada J. Visave, Prof. Pratibha Adkar
MCA Department, Modern College of Engineering, Pune, Maharashtra, India
ABSTRACT
Salesforce is one of the popular CRM Platform which is used to manage
customers and their relationships with an organization. It helps businessesto
connect with customers by using cloud technology. It also provides flexible
functionality for large inventory systems. The application which we would be
developed on a software as a service based platform for various enterprises
and organizations to manage a large number of products.
CRM model used in different organizations to manage interactions with
customers by using phone calls, Emails, Meetings, and Social media, etc. It
provides a personalized customer experienceandalsoprovides“ON DEMAND
SERVICES”.
In this paper, we are discussing Salesforce, Salesforce CRM, Architecture of
Salesforce, Benefits, Applications, and its latest Trends.
KEYWORDS: CRM, Cloud Technology, On-Demand Services, Salesforce, Software
as a service, Architecture
How to cite this paper:Harshada J.Visave
| Prof. Pratibha Adkar "Salesforce – The
Future of CRM"
Published in
International Journal
of Trend in Scientific
Research and
Development(ijtsrd),
ISSN: 2456-6470,
Volume-5 | Issue-4,
June 2021, pp.1186-1188, URL:
www.ijtsrd.com/papers/ijtsrd42559.pdf
Copyright © 2021 by author (s) and
International Journal ofTrendinScientific
Research and Development Journal. This
is an Open Access article distributed
under the terms of
the Creative
Commons Attribution
License (CC BY 4.0)
(http: //creativecommons.org/licenses/by/4.0)
I. INTRODUCTION
Salesforce-
Salesforce is one of the trendy cloud technologyin the IT
Industry. It started as a cloud-based solution for CRM. It is
available on the cloud, so no need to install any additional
hardware or software. It is used to manage an established
relationship with the customers. It has more than 800
applications that provide various features. It is specifically
designed to manage the organization's data focused on
customer and sales details. Being an innovative platform,
salesforce has recently started offering the IOT (internet of
things) connectivity to the CRM platformandhasintroduced
many game- changing technologies during COVID-19.
Salesforce CRM-
Salesforce is a cloud-based solution for managing customer
relationships. It is used to an established relationship with
the customers. Salesforce CRM provides the ability to store
customer and prospect contact information, accounts,leads,
and sales opportunities in one central location. It provides
the ability to store customer and prospect contact
information, accounts, leads, and sales opportunities in one
central location. The main aim of the CRM system is
managing a company’s interactions with current as well as
future customers.
II. ARCHITECTURE OF SALESFORCE-
Figure 2.1 The elements of a CRM
1. Trusted Multitenant Cloud-
Multitenancy defines one common application for different
groups or clients. In this, multiple groups of clients use one
commonserver,butthedataofone client is securely isolated
from another. Because of multitenancy, any developer can
develop any type of application, upload it on the cloud, and
easily share it with multiple groups of clients.
2. Scalable Metadata Platform-
Salesforce follows Metadata Architecture Model. Metadata
means data above data.
Salesforce stores all its data into different layers. i.e.in the
form of metadata.
IJTSRD42559
International Journal of Trend in Scientific Research and Development (IJTSRD) @ www.ijtsrd.com eISSN: 2456-6470
@ IJTSRD | Unique Paper ID – IJTSRD42559 | Volume – 5 | Issue – 4 | May-June 2021 Page 1187
3. API Services-
APIs are nothing but the programming components which
provides connectivity and data communication between
group of devices and applications. It helps to customize
applicationsand provides a way to programmatically access
the data on the salesforce platform.
4. Enterprise Ecosystem-
In the Salesforce enterprise ecosystem. Salesforce users can
search for partner programs to complement their business
operations.
5. Complete CRM-
The Salesforce CRM stores contact and activity information
on prospects and clients and provides real-time analytics.
The platform can monitor contact emails, telephone calls,
website visits and more.
III. APPLICATIONS
1. Chatter –
Chatter is a real-time salesforce application that is used as a
collaboration/communication tool among the organization.
We can easily connect with the managers, co-workers, and
team members whenever we want. It is helpful to work
together and share information. It helps to connect with the
peoplesand organizationseasily.Wecaneasilyusechatteron
any web browser and mobile phone.
2. ZoomInfo-
ZoomInfo combines the business database with the latest
technology and go-to-market strategy from start to finish. It
also providesan accurate, 360-degreeviewofcustomersand
opportunities. It offers various kinds of solutions to support
all the sales needs.
3. Groove-
Groove is one of the most leading sales engagement
platforms. It is mostly used for various enterprises with
Salesforce. It also supports cross-teamcollaboration.Various
account executives, sales development teams, and customer
success representatives useGroove. Ithasearnedthehighest
customersatisfactionratinginthesalesengagementcategory
over two years.
4. Badger Maps-
Badger Maps is a route planner. It helpstoautomateterritory
management for outside salespeople.Badgervisualizessales
data on a map, and optimizes daily schedules, and generates
meeting reports. It mainly focuses on the salesperson who is
visiting the customers face-to- face. Badger helps the sales
team with combining Google Maps, CRM data, schedule
planning, and lead generation on the sales person's mobile
device or laptop. It is mostly useful for Medical Device Sales,
Construction Sales, Dental Sales,Beverage Sales, Technology
Sales, Agricultural Sales, Manufacturing Sales, Wholesale,
Insurance and Financial Sales, etc.
5. Phone Burner –
PhoneBurner is a salesforce Power Dialer platform. Our
cloud-based software helps sales agents increase calls,
callbacks, and live conversations up to 400% - by
streamlining time- consuming processes and automating
post-call workflows. Dialing. Emailing. It helps to drop pre-
recorded voicemails, send personalized emails,recordnotes,
etc. It supports:
1. Power dial up to 80 contacts per hour
2. Refuse connection delays
3. Start dialing in minutes.
4. Drop voicemails in a single click5.Send one-clickemails.
5. 6.Track emails, & attachments.
IV. RECENT SURVEYS
1. Sustainable Growth of Salesforce CRM-
Fig.4.1 The Salesforce Ecosystem
Salesforce Sustainability Cloud helps firms to track supply
chains to engage with suppliers in aligning sustainability
efforts.
International Journal of Trend in Scientific Research and Development (IJTSRD) @ www.ijtsrd.com eISSN: 2456-6470
@ IJTSRD | Unique Paper ID – IJTSRD42559 | Volume – 5 | Issue – 4 | May-June 2021 Page 1188
2. Global Survey-
Fig. 4.2 Global Survey
68% of consumers expect to buy essential goodsonlineafter
COVID19
3. current economic condition Report-
Fig. 4.3 Report of current economiccondition
67% of the workforce is interested in working remotely for
the long term and now companies also deciding to digitized
their business processes.
V. ADVANTAGES
1. Cloud Solution-
Salesforce is a cloud platformwith highlysecurestandards,it
provides cloud-based solutions so we can easily access data
whenever we want because it is placed on Cloud. It also
provides availability and performance to meet the most
demanding expectations of each client.
2. Customer success-
Salesforce CRM is fully focused on fulfilling the main
objectives ofcustomersuccess.Salesforce’sbusinessmodelis
based on the success of customers, & clients. It helps
customers to grow with competitiveness.
3. Quick start-
There is no need to install any software & hardware.
Salesforce provides a uniqueopportunity to runthebusiness
in just a couple of days. It provides real-time access to the
data and increases businessefficiencyin minimum response
time.
4. Business automation-
Salesforce CRM provides efficiency that allows you to run
your business more effectively. Sales Managers can keep
watch on the "purchase funnel",analyzeitindetailandadjust
various sales strategies.
5. Efficient management-
We can easily track the activities of staff like- Tasks, Calls,
Emails, etc. We can easily put all activitiestogetherand geta
clear multidimensional view of our progress. We can also
track the status of planned and completed tasks, as well as
share the information among respective employees.
Salesforce supports multiple browsers like- Internet
Explorer, Chrome, Opera, etc. Salesforce has its own CRM-
supported browsers. It also helps business.
VI. DISADVANTAGES
1. Expensive customization-
It is not useful for small case businesses as it counts overall
pricing. If you want to use third- party solutions or some
extra customization tools, then you have to pay extra cost.
2. Complexity-
Small companies that do not have dedicated sales or
marketing teams may not need such complex and powerful
solutions as Salesforce. It may be overwhelming for a
business that does not even need such a tool.
3. Interface transformations-
Salesforce's every update or release can dramaticallychange
thewholedashboardandtabs.So the administration process
can turn intoanightmareforusersbecausesomewell-known
features can become difficult to discover.
4. Complicated technical support-
Difficult to contact the technical supportofSalesforceincase
of some queries. Sometimes itcantakemoredaystocontacta
responsibleperson. Manyorganizationsprefertoworkwith
third-party companies that take care of Salesforce support.
VII. CONCLUSION
Salesforce has been growing tremendously as it provides
flexible functionalities. Itis one of the first business software
companies to inject consumer technologies into business
applications. It is very easy to set-up and as a scalable
platform thathelpsin businessgrowth. Itisaninnovatorand
this is a key strength that sets the company apart from much
of its competition.
This paper is giving information to the readers about
Salesforce Technology and its varioustools,applications,and
how to manage customers and related sales.
VIII. REFERENCES
[1] Rohit Ukarande, Yogeshchandra Puranik "A Review
on Salesforce" International Journal of Trend in
Scientific Research and Development. June 2018 ISSN:
2456-6470 Vol. 2 Issue.4 PP. 1004 – 1010
[2] Varun Vijayanand M., Deepamala N. “Survey on
Customer Relationship Management” International
Journal of Computer Sciences and Engineering. May
2020 E-ISSN: 2347-2693 Vol.8, Issue.5 PP. 78 – 85
[3] Juee Daryapurkar, Anjali Raut “The Multitenant
Application Based on Salesforce.com” International
Journal of Computer Science and Mobile Computing.
December 2014 IJCSMC, Vol.3, Issue.12, PP. 555-558
[4] Paul Goodey, "The Definitive Admin Handbook”, 5th
Edition, April 2019, ISBN- 10: 1789619785.
[5] https://www.salesforce.com/news/stories/salesf
orce-2020-future-of-work-now/
[6] https://intellipaat.com/blog/tutorial/salesforce-
tutorial/architecture-of-
salesforce/#_Core_Architecture_of_Salesforce
[7] https://www.guru99.com/salesforce- tutorial.html
[8] https://www.g2.com/categories/salesforce-
appexchange-apps

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Salesforce Future CRM Cloud

  • 1. International Journal of Trend in Scientific Research and Development (IJTSRD) Volume 5 Issue 4, May-June 2021 Available Online: www.ijtsrd.com e-ISSN: 2456 – 6470 @ IJTSRD | Unique Paper ID – IJTSRD42559 | Volume – 5 | Issue – 4 | May-June 2021 Page 1186 Salesforce – The Future of CRM Harshada J. Visave, Prof. Pratibha Adkar MCA Department, Modern College of Engineering, Pune, Maharashtra, India ABSTRACT Salesforce is one of the popular CRM Platform which is used to manage customers and their relationships with an organization. It helps businessesto connect with customers by using cloud technology. It also provides flexible functionality for large inventory systems. The application which we would be developed on a software as a service based platform for various enterprises and organizations to manage a large number of products. CRM model used in different organizations to manage interactions with customers by using phone calls, Emails, Meetings, and Social media, etc. It provides a personalized customer experienceandalsoprovides“ON DEMAND SERVICES”. In this paper, we are discussing Salesforce, Salesforce CRM, Architecture of Salesforce, Benefits, Applications, and its latest Trends. KEYWORDS: CRM, Cloud Technology, On-Demand Services, Salesforce, Software as a service, Architecture How to cite this paper:Harshada J.Visave | Prof. Pratibha Adkar "Salesforce – The Future of CRM" Published in International Journal of Trend in Scientific Research and Development(ijtsrd), ISSN: 2456-6470, Volume-5 | Issue-4, June 2021, pp.1186-1188, URL: www.ijtsrd.com/papers/ijtsrd42559.pdf Copyright © 2021 by author (s) and International Journal ofTrendinScientific Research and Development Journal. This is an Open Access article distributed under the terms of the Creative Commons Attribution License (CC BY 4.0) (http: //creativecommons.org/licenses/by/4.0) I. INTRODUCTION Salesforce- Salesforce is one of the trendy cloud technologyin the IT Industry. It started as a cloud-based solution for CRM. It is available on the cloud, so no need to install any additional hardware or software. It is used to manage an established relationship with the customers. It has more than 800 applications that provide various features. It is specifically designed to manage the organization's data focused on customer and sales details. Being an innovative platform, salesforce has recently started offering the IOT (internet of things) connectivity to the CRM platformandhasintroduced many game- changing technologies during COVID-19. Salesforce CRM- Salesforce is a cloud-based solution for managing customer relationships. It is used to an established relationship with the customers. Salesforce CRM provides the ability to store customer and prospect contact information, accounts,leads, and sales opportunities in one central location. It provides the ability to store customer and prospect contact information, accounts, leads, and sales opportunities in one central location. The main aim of the CRM system is managing a company’s interactions with current as well as future customers. II. ARCHITECTURE OF SALESFORCE- Figure 2.1 The elements of a CRM 1. Trusted Multitenant Cloud- Multitenancy defines one common application for different groups or clients. In this, multiple groups of clients use one commonserver,butthedataofone client is securely isolated from another. Because of multitenancy, any developer can develop any type of application, upload it on the cloud, and easily share it with multiple groups of clients. 2. Scalable Metadata Platform- Salesforce follows Metadata Architecture Model. Metadata means data above data. Salesforce stores all its data into different layers. i.e.in the form of metadata. IJTSRD42559
  • 2. International Journal of Trend in Scientific Research and Development (IJTSRD) @ www.ijtsrd.com eISSN: 2456-6470 @ IJTSRD | Unique Paper ID – IJTSRD42559 | Volume – 5 | Issue – 4 | May-June 2021 Page 1187 3. API Services- APIs are nothing but the programming components which provides connectivity and data communication between group of devices and applications. It helps to customize applicationsand provides a way to programmatically access the data on the salesforce platform. 4. Enterprise Ecosystem- In the Salesforce enterprise ecosystem. Salesforce users can search for partner programs to complement their business operations. 5. Complete CRM- The Salesforce CRM stores contact and activity information on prospects and clients and provides real-time analytics. The platform can monitor contact emails, telephone calls, website visits and more. III. APPLICATIONS 1. Chatter – Chatter is a real-time salesforce application that is used as a collaboration/communication tool among the organization. We can easily connect with the managers, co-workers, and team members whenever we want. It is helpful to work together and share information. It helps to connect with the peoplesand organizationseasily.Wecaneasilyusechatteron any web browser and mobile phone. 2. ZoomInfo- ZoomInfo combines the business database with the latest technology and go-to-market strategy from start to finish. It also providesan accurate, 360-degreeviewofcustomersand opportunities. It offers various kinds of solutions to support all the sales needs. 3. Groove- Groove is one of the most leading sales engagement platforms. It is mostly used for various enterprises with Salesforce. It also supports cross-teamcollaboration.Various account executives, sales development teams, and customer success representatives useGroove. Ithasearnedthehighest customersatisfactionratinginthesalesengagementcategory over two years. 4. Badger Maps- Badger Maps is a route planner. It helpstoautomateterritory management for outside salespeople.Badgervisualizessales data on a map, and optimizes daily schedules, and generates meeting reports. It mainly focuses on the salesperson who is visiting the customers face-to- face. Badger helps the sales team with combining Google Maps, CRM data, schedule planning, and lead generation on the sales person's mobile device or laptop. It is mostly useful for Medical Device Sales, Construction Sales, Dental Sales,Beverage Sales, Technology Sales, Agricultural Sales, Manufacturing Sales, Wholesale, Insurance and Financial Sales, etc. 5. Phone Burner – PhoneBurner is a salesforce Power Dialer platform. Our cloud-based software helps sales agents increase calls, callbacks, and live conversations up to 400% - by streamlining time- consuming processes and automating post-call workflows. Dialing. Emailing. It helps to drop pre- recorded voicemails, send personalized emails,recordnotes, etc. It supports: 1. Power dial up to 80 contacts per hour 2. Refuse connection delays 3. Start dialing in minutes. 4. Drop voicemails in a single click5.Send one-clickemails. 5. 6.Track emails, & attachments. IV. RECENT SURVEYS 1. Sustainable Growth of Salesforce CRM- Fig.4.1 The Salesforce Ecosystem Salesforce Sustainability Cloud helps firms to track supply chains to engage with suppliers in aligning sustainability efforts.
  • 3. International Journal of Trend in Scientific Research and Development (IJTSRD) @ www.ijtsrd.com eISSN: 2456-6470 @ IJTSRD | Unique Paper ID – IJTSRD42559 | Volume – 5 | Issue – 4 | May-June 2021 Page 1188 2. Global Survey- Fig. 4.2 Global Survey 68% of consumers expect to buy essential goodsonlineafter COVID19 3. current economic condition Report- Fig. 4.3 Report of current economiccondition 67% of the workforce is interested in working remotely for the long term and now companies also deciding to digitized their business processes. V. ADVANTAGES 1. Cloud Solution- Salesforce is a cloud platformwith highlysecurestandards,it provides cloud-based solutions so we can easily access data whenever we want because it is placed on Cloud. It also provides availability and performance to meet the most demanding expectations of each client. 2. Customer success- Salesforce CRM is fully focused on fulfilling the main objectives ofcustomersuccess.Salesforce’sbusinessmodelis based on the success of customers, & clients. It helps customers to grow with competitiveness. 3. Quick start- There is no need to install any software & hardware. Salesforce provides a uniqueopportunity to runthebusiness in just a couple of days. It provides real-time access to the data and increases businessefficiencyin minimum response time. 4. Business automation- Salesforce CRM provides efficiency that allows you to run your business more effectively. Sales Managers can keep watch on the "purchase funnel",analyzeitindetailandadjust various sales strategies. 5. Efficient management- We can easily track the activities of staff like- Tasks, Calls, Emails, etc. We can easily put all activitiestogetherand geta clear multidimensional view of our progress. We can also track the status of planned and completed tasks, as well as share the information among respective employees. Salesforce supports multiple browsers like- Internet Explorer, Chrome, Opera, etc. Salesforce has its own CRM- supported browsers. It also helps business. VI. DISADVANTAGES 1. Expensive customization- It is not useful for small case businesses as it counts overall pricing. If you want to use third- party solutions or some extra customization tools, then you have to pay extra cost. 2. Complexity- Small companies that do not have dedicated sales or marketing teams may not need such complex and powerful solutions as Salesforce. It may be overwhelming for a business that does not even need such a tool. 3. Interface transformations- Salesforce's every update or release can dramaticallychange thewholedashboardandtabs.So the administration process can turn intoanightmareforusersbecausesomewell-known features can become difficult to discover. 4. Complicated technical support- Difficult to contact the technical supportofSalesforceincase of some queries. Sometimes itcantakemoredaystocontacta responsibleperson. Manyorganizationsprefertoworkwith third-party companies that take care of Salesforce support. VII. CONCLUSION Salesforce has been growing tremendously as it provides flexible functionalities. Itis one of the first business software companies to inject consumer technologies into business applications. It is very easy to set-up and as a scalable platform thathelpsin businessgrowth. Itisaninnovatorand this is a key strength that sets the company apart from much of its competition. This paper is giving information to the readers about Salesforce Technology and its varioustools,applications,and how to manage customers and related sales. VIII. REFERENCES [1] Rohit Ukarande, Yogeshchandra Puranik "A Review on Salesforce" International Journal of Trend in Scientific Research and Development. June 2018 ISSN: 2456-6470 Vol. 2 Issue.4 PP. 1004 – 1010 [2] Varun Vijayanand M., Deepamala N. “Survey on Customer Relationship Management” International Journal of Computer Sciences and Engineering. May 2020 E-ISSN: 2347-2693 Vol.8, Issue.5 PP. 78 – 85 [3] Juee Daryapurkar, Anjali Raut “The Multitenant Application Based on Salesforce.com” International Journal of Computer Science and Mobile Computing. December 2014 IJCSMC, Vol.3, Issue.12, PP. 555-558 [4] Paul Goodey, "The Definitive Admin Handbook”, 5th Edition, April 2019, ISBN- 10: 1789619785. [5] https://www.salesforce.com/news/stories/salesf orce-2020-future-of-work-now/ [6] https://intellipaat.com/blog/tutorial/salesforce- tutorial/architecture-of- salesforce/#_Core_Architecture_of_Salesforce [7] https://www.guru99.com/salesforce- tutorial.html [8] https://www.g2.com/categories/salesforce- appexchange-apps