...SALESFORCE OBJECTS: SUPPLIER – SupplierID [S-{000}] INVENTORY – FlowerID [F-{000}] BOUQUET – BouquetID [B-{000}] CUSTOMER – CustomerID [C-{000000}] PAYMENTINFO – PymtID [PY-{000000}] ORDER – OrderID [O-{000000}] EMPLOYEE – EmployeeID [E-{000}] DELIVERYVEHICLE – VehicleID [V-{000}] DELIVERY – DeliveryID [D-{000000}] PROCUREMENT - ProcurementID [P-{000000}] BOUQUETMAKE – BouquetMakeID [BM-{000000}] ORDERDETAIL – OrderDetailID [OD-{000000000}] SUPPLIER *Supplier Name (TEXT) *Supplier Type (Picklist) – Regular, Seasonal, On Demand *Supplier Address (TEXT Area) *Supplier Phone Number (Phone) INVENTORY *Flower Description (TEXT) *Flower Type (Picklist) – *Flower Color (Picklist) – Flower Quantity (Formula) – (Flower Quantity Procured - Flower Quantity Sold) Flower Quantity Procured (Roll up) – From PROCUREMENT. Quantity Supplied Flower Quantity Sold (Roll up) – From BOUQUETMAKE. Flowers Sold BOUQUET *Bouquet Description (TEXT) *Bouquet Type (Picklist) – *Bouquet Price (Currency) *Occasion (Picklist) – *Sympathy (Picklist) – *Color (Picklist) – Bouquet Quantity Sold (Roll up) – From ORDERDETAIL. Bouquet Quantity PAYMENT INFO *Card Number (Number – Length: Fixed to 16) *Card Type (Picklist) – Credit, Debit *Name as on Card (TEXT) *Expiration Date (DATE – only MM/YY) CUSTOMER *First Name (TEXT) *Middle Name (TEXT) *Last Name (TEXT) *Customer Address (TEXT Area) *Customer Contact Number (Phone) *Customer Email ID (Email) *Gender (Picklist)...
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...SALESFORCE OBJECTS Customer relationship management is a model for managing a company’s interactions with current and future customers. It uses technology to organize, automate, and synchronize sales, marketing, customer service, and technical support. Various Organizations are frequently looking for ways to personalize online experiences through tools such as help-desk software, email organizers and different types of enterprise applications. Many CRM vendors use cloud computing for building subscription-based web tools . Some of the most popular service based CRM companies are : Salesforce GoldMine Microsoft Dynamics CRM Salesforce: Salesforce.com Inc. is a global cloud computing company headquartered in San Francisco, California. It is currently ranked the most innovative company in America by Forbes, as well as number 7 in Fortune magazine's “100 Best Companies to Work For” in 2014. The company was founded in 1999 by former Oracle executive Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez as a company specializing in software as a service (SaaS). Force.com Salesforce.com's platform as a service (PaaS) product is known as Force.com. The Force.com platform allows external developers to create add-on applications that integrate into the main salesforce.com application and are hosted on salesforce.com's infrastructure.These applications are built using Apex (a Java-like programming language) and Visualforce (an XML-like syntax...
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...Solution…………………………………………………………… 3 Proposed Technical Design……………………………………… 4 Working Steps……………………………………………………. 5 Data model diagram (All Screen Shots)………………………… 6-15 Future Work …………………………………………………….. 16 Conclusion……………………………………………………….. 16 Page 1 ABSTRACT: Salesforce.com is one of the most popular CRM Solution provided in the industry, and the advantage of using this platform is, the solution is a cloud based Software as a service(SaaS) provider. The advantage of using Salesforce is customers could build their own application using the same salesforce platform. Force.com is the subsidy that provides the necessary platform as a service (PaaS) thus helping the organization using this service could design, build and configure application by reducing the initial investments in the infrastructure as everything would be provided by Salesforce on a rental basis on the cloud environment. Nucleus organization has decided to set up a pilot project in just their Sydney branch to evaluate the usefulness and effectiveness of Force.com platform in their day-to-day business process operations. Based on the evaluation, this report intends to draw some conclusion at the end which could guide the business users and top management to come with a decision on its future directives for Nucleus. Keywords: Force.com, PaaS, VisualWorkflow. COMPANY PROFILE: Nucleus Solution is an approved registered education...
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...SALESFORCE Successfully implementing radical management at Salesforce.com ¿ Como la administración antigua se sintió con los cambios adaptados por salesfore.com * * Al introducir un nuevo enfoque existió tensión entre la el nivel jerárquico tradicional y nueva administración. El conflicto surge principalmente a que las 2 partes operaban de diferente modo y a diferentes velocidades. Cuando sucede esto por lo generar la administración anterior trata de obstaculizar la gestión de la nueva administración. La burocracia propia de las empresas maduras, crea una resistencia al cambio. * Todo cambio genera rechazo, pero cuando los empleados tradicionales se dieron cuenta que los cambios estaban dando resultado, se acoplaron al sistema y cambiaron su comportamiento. * Los empleados fueron tomados en cuenta para realizar el nuevo sistema de trabajo, se les dio la importancia adecuada, luego apoyaron los cambios y siguieron las nuevas normas estipuladas en donde indicaban que el jefe es el cliente Como estos cambios operacionales y sistemáticos hicieron de salesforce.com una empresa de vanguardia. * Los cambios efectuados por la administración según el proyecto, fueron enfocados a cambiar los procedimientos y mejorar el proceso de una manera global. Tener presente exactamente lo que desea el cliente para satisfacer a entera satisfacción sus necesidades mediante la eficiencia que produce el trabajo en grupo con una constante autoevaluación y la información...
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...Integration Workbook Integration Workbook, Winter ’15 @salesforcedocs Last updated: November 7, 2014 © Copyright 2000–2014 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc., as are other names and marks. Other marks appearing herein may be trademarks of their respective owners. CONTENTS Force.com Integration Workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Tutorial #1: Create a New Heroku Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Step 1: Clone the GitHub Project Step 2: Create a Heroku Project Step 3: Test the Application . . . Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 3 4 5 Tutorial #2: Connect the Warehouse App with an External Service . . . . . . . . . . . . . . . . 6 Step 1: Create an External ID Field on Invoice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Step 2: Create a Remote Site Record . . . . . . . . . . . . . . . . . . ....
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...Compensating Salesforce Compensating a sales person is one of the most important part of the sales management . It is factor which may be crucial in achieving phenomenal sales growth or result in a negative manner to . The basic benefits of a compensation plan is that • Helps attract potential salespersons • Impacts a salesperson’s motivation • Is a determinant of status and value • Determines lifestyle and purchasing power Theories suggest people’s actions are driven by one or more of the following factors like: • Economic. Sure, economic reasons drive a lot of behavior. Defining the word “economic” broadly allows us to include not only money, but also health protection, security, wealth, physical safety and purchasing power. Sales compensation payments are a natural fit for this factor, but not universally. Sales compensation payments, for example, do not fully satiate the need for security and physical safety. • Social. When people think about and act upon what others think about them, we are tapping into their social psyche. As a general rule, most people want to receive positive recognition and live in harmony within their social environment. People gravitate to actions that earn themselves positive feedback and avoid performance that garners negative feedback. Measurement (with or without money) is a compelling social lever. • Self-Construct. Often cited as the “wild card” in human behavior, a person’s “self-construct” provides an inner voice that...
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...Case Study 3 - Adi Marcus, Cherry Jin and Nianzhen (Nicole) Li. What are some examples of disruptive products created by Apple? How disruptive of a product is the iPhone and why? A disruptive product could be categorized as one that becomes popular and relatively quickly displaces established competitors while allowing new customers access to the product where previously it was accessible to consumers with a lot of money or skill. By these standards, quite a lot of Apple’s products could be considered disruptive products. For example, when Apple first introduced the Mac in 1984, it was the first affordable computer to incorporate a graphical interface – its growing popularity forced Apple’s competitors to create their own versions of the graphical interface – which quickly became the norm for all computer operating systems. In 2000, Apple disrupted the music market when they introduced the iPod and allowed easy access to music and MP3 files. While MP3 players existed before Apple launched the iPod and iTunes – the Apple iPod was small in size, large in capacity and with a simple user interface. When the iTunes store was introduced a year later – it created a legal avenue for music MP3 downloads directly to iPod users – changing the downloadable music market forever. In 2010, Apple disrupted the personal computer/tablet market with the launch of the iPad which changed the dynamics of the traditional PC industry. In fact, since the iPad came into the market, traditional PC and...
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...Sales Compensation Plan No matter which industry you are preforming, “Sales” is the word and also the soul of every business. Sales represent the profit and the level of success of a company, Sales is what every company non stop seeking for. With higher sales, the profit, earn with a company will be higher. So, how to make your sales become higher? There are many things and effort to do to increase your sales. All the departments in a company must fully commit together to achieve the mission, vision and objective of the company, well, and also every department must have a good leader. But then again, the task of getting higher sales and profit must hand over to the marketing and sales department. In a Marketing department, the jobs are promoting and market the product/service. The sales manager and salesperson are responsible for this task. Therefore, to achieve the mission, vision and objective of a company, sales force and sales quota should be clearly stated in month report and annual report. Meanwhile, to encourage the salesperson to hit the targeted sales, a sales compensation plan should be introduced to them. Sales compensation plan is the is largely tied your sales organization’s ability to achieve specific objectives and targets, then everyone will be incentivized to perform the kinds of revenue-driving activities that yield those results. Sales compensation plan not only build to consolidate the sales of the company, it also consolidates hearts of employees...
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...single-handedly shaken up the software industry with its innovative business model and resounding success. Salesforce provides customer relationship management (CRM) and other application software solutions in the form of software as a service leased over the Internet, as opposed to software bought and installed on machines locally. The company was founded in 1999 by former Oracle executive Marc Benioff, and has since grown to over 3,900 employees, 82,400 corporate customers, and 2.1 million subscribers. It earned $1.3 billion in revenue in 2009, making it one of the top 50 software companies in the world. Salesforce attributes its success to the many benefits of its on-demand model of software distribution. The on-demand model eliminates the need for large up-front hardware and software investments in systems and lengthy implementations on corporate computers. Subscriptions start as low as $9 per user per month for the pared-down Group version for small sales and marketing teams, with monthly subscriptions for more advanced versions for large enterprises starting around $65 per user. For example, the Minneapolis-based Haagen-Dazs Shoppe owned by Nestle USA calculated it would have had to spend $65,000 for a custom-designed database to help management stay in contact with the company’s retail franchises. The company only had to pay $20,000 to establish service with Salesforce, plus a monthly charge of $125 per month for 20 users to use wireless handhelds or the Web to remotely monitor...
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...Managing Directors and other supervisors will use Salesforce as a tool to track program activities and outcomes in virtually all program areas. Additionally Salesforce can be used to track staff usage as well. Entering data in Salesforce on a timely basis is critical to ensure that all data pulled from Salesforce is up-to-date, accurate, and reflective of staff efforts. Staff can also use Salesforce to create and customize existing reports that can be stored in a personal folder. Dashboards serve to summarize site and national program data and is a useful planning and reporting tool. As a rule of thumb Salesforce entries should be updated as the applicant or student’s workflow status changes. Additionally, at the start of every calendar year all scheduled classes should be entered into Salesforce as cycles. This will serve as the training calendar of scheduled classes for a respective site and will help staff make appropriate planning. The Salesforce User Guide section will be developed by Jerome. The Salesforce Tip Sheet that provides some Salesforce guidance can be used in the interim. This will be replaced by Jerome’s content down the...
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...Content Executive summary……………………………………………………..……………………………………………………………………………2 CRM industry review and CRM systems……………………………………………………………………………………………………4 Introduction to Salesforce CRM and its business objects………………………………………………………………………….4 Advantages of Salesforce CRM……………………………………………………………………………………………………………….11 Forecasting in Salesforce CRM………………………………………………………………………………………………………………..13 Salesforce CRM implementation insights for Healthcare……………………………………………………………..…………15 Efficiency and productivity can be achieved through Salesforce CRM…………………………………………………….17 Conclusion……………………………………………………………………………………………………………………………………………..20 Reference……………………………………………………………………………………………………………………………………………….21 Executive summary The main objective of this report is to give close insight into the CRM industry, need analysis for such business application software and its role to contribute to reach high efficiency, productivity in current business enterprises. Also, this paper gives industry information, leading CRM providers and particularly, Salesforce.com CRM and its strengths, capabilities. Salesforce.com CRM is as leading SaaS enterprise application that is helping businesses to re-engineer business process and automating them to the level that it reduces operation costs and reach efficiency and productivity in front-office and back-office processes. The purpose is to show how this enterprise application can contribute the buasisesses to achieve high efficiency, productivity in both...
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...| Salesforce[Document subtitle] | | 5/31/15 | Customer Relationship Management | | | Salesforce[Document subtitle] | | 5/31/15 | Customer Relationship Management | | CRM ASSIGNMENT #1 Salesforce Business Model: Salesforce.com used the Software as a Service (SaaS) Model to provide services to its customers. What SaaS model does is it gives the customers the option to save upfront costs without the need of installing hi-tech servers in their premises, instead all their data is stored in the external cloud space managed by the service provider. Salesforce provides its customers with a variety of cloud based applications that can be used by them and customized by them as per their requirement. Salesforce has made it easy for the companies to adapt to their software as a single version of software which is enough to accommodate their business operations requirement. Also the companies can subscribe to the services that they want and not the whole software in itself. This helps to keep the cost in control. To understand how salesforce does it we can have a look at the short video. Some of the various services offered by Salesforce are: 1) Service Cloud: Due to this the customers of the client can get support where ever required. 2) Desk.com: This tool can be used by business to offer personalized services and solution. Enables to easily survey customers from within Desk.com to measure customer satisfaction (CSAT) and adjust your products...
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...organization as it relates to the production of medical devices and interaction with the healthcare field are Salesforce (www.salesforce.com) and Infusionsoft (www.infusionsoft.com). The first of these two CRM software packages is Salesforce, the leading software for CRM. Some of the biggest draws to Salesforce are its abilities to allow our organization to work on monitoring and managing the business from anywhere. The software will allow Virtual Reality Imaging (VRI) Technologies the ability to anticipate customer wants based on past behaviors. Whether this will be the complete 3D Scanning system or individual repair parts, this software will allow VRI to be on top of what the customer wants and needs. This CRM software package from salesforce will allow us to connect with our clients/customers on a 1 on 1 basis, making our organization more consumer friendly. Salesforce use of the cloud allows for faster connection to our clients through mobile and social apps. The value of Salesforce is matched in it’s pricing options that provide a variety of prices based on need and size. Infusionsoft is another CRM that gives Salesforce a run for their money. First off is the pricing varieties that they offer for their packages. The highest package and best value is the $599 pricing for a team of 10 users. This makes Infusionsoft a valued software and a valued price competitor to Salesforce. One of the aspects that Infusionsoft has that was a draw as a viable option was their ability to provide...
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...------------------------------------------------- Bates Manor Join AllFreePapers.com Category: Business Autor: peter 29 March 2011 Words: 2148 | Pages: 9 INTRODUCTION In April 2008 BatesManor ("BM") merged with Lea-Meadows, Inc. ("LM"), an upholstered furniture manufacturer for living and family rooms. This merger was the result of the death Charlton Bates' father-in-law, who left Charlton's wife controlling interest in LM, a line that will fill the gap in BM's product mix. Lea-Meadows' is a 75+ year old company, selling upholstered products made of the finest fabrics and frame construction in the industry. Its net sales in 2007 were $5m and have increased 3% annually for the past 5 years. The total upholstered industry had sales of $15.5b and is anticipated to have sales reach $16.1b in 2008. LM has 15 sales agents, who represent several manufacturers of noncompeting lines. These agents spend approximately 10-15% of their in-store time on LM products. Those agents get 5% of sales as commission and there is little other cost associated with them. BatesManor sells medium-to high priced wood for bedroom, living room and dining room furniture. The company had net sales of $75m in 2007 and a before tax profit of $3.7m. The industry sales of wood furniture in 2007 were $12.4b and are projected to be $12.9b in 2008. The company currently employs 10 full time sales reps, who work off of an average salary of $70,000 (plus expenses) and a commission of .5%...
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...all over the world, and capture the best ideas. The company decided to take its customer oriented culture online - build an online community that would allow it to engage with customers in a dynamic way. To implement this decision Starbucks required community management tools to track and implement the best ideas. Starbucks decided to implement Salesforce CRM Ideas application to harness the energy of online communities to drive brand perceptions and gain key customer insights. Salesforce CRM Ideas provides connect with employees, customers, and partners in a constructive dialogue. Salesforce CRM Ideas actively engages users by letting them vote on the top ideas. It bubbles the best ideas to the top, so it’s easy to put them into action that drives innovation. Salesforce CRM Ideas provides an easy transition to project management to help the company act on the top ideas from the community. Salesforce CRM Ideas also provides a unique environment to shape brand perceptions. This approach makes it easy to create a personalized, interactive experience that gets everyone involved and gives the community a unique voice. Finally, Salesforce CRM Ideas dives an ability to roll out multiple communities at the same time. And they’re all accessible within the same tab, so it’s easy to view, manage, and report on them. Powered by...
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