New video by Salesforce Atlas on YouTube
What is CRM and Salesforce?
In this episode, learn about CRM and Salesforce. Customer Relationship Management or CRM is a way for businesses to keep track of all the information they need to make their customers happy and provide them with a great experience. A CRM system allows users to organise customer data and interactions in one central location, making it easy to access and manage. This can save users time and help them stay on top of their tasks. Some CRM platforms, like Salesforce, can be fully customisable and automated. Customisation allows organisations to tailor the CRM system to their specific needs and processes, rather than being limited to a one-size-fits-all solution. Customisation can include things like adding custom fields, creating custom reports and dashboards, automating workflows, and integrating with other systems. However, it is important to balance customisation with usability and maintainability. Over-customisation can lead to complexity, confusion, and technical debt, which can be counterproductive in the long run. Automation ensures that tasks are performed consistently and according to a set schedule or process, reducing the risk of human error, and users can save time and focus on higher-value activities. Automation also makes it easier to scale processes as the business grows, without adding additional resources or increasing the risk of errors. It is important to approach customisation strategically, with a clear understanding of the organisation's needs and priorities, and to work closely with experienced CRM professionals to ensure that customisation is done in a way that is effective, efficient, and sustainable. 🔔 Subscribe to Salesforce Atlas! 🎵 Music: You by Ikson (https://ift.tt/w0Gn1dl)
View on YouTube
View on YouTube
In this episode, learn about CRM and Salesforce. Customer Relationship Management or CRM is a way for businesses to keep track of all the information they need to make their customers happy and provide them with a great experience. A CRM system allows users to organise customer data and interactions in one central location, making it easy to access and manage. This can save users time and help them stay on top of their tasks. Some CRM platforms, like Salesforce, can be fully customisable and automated. Customisation allows organisations to tailor the CRM system to their specific needs and processes, rather than being limited to a one-size-fits-all solution. Customisation can include things like adding custom fields, creating custom reports and dashboards, automating workflows, and integrating with other systems. However, it is important to balance customisation with usability and maintainability. Over-customisation can lead to complexity, confusion, and technical debt, which can be counterproductive in the long run. Automation ensures that tasks are performed consistently and according to a set schedule or process, reducing the risk of human error, and users can save time and focus on higher-value activities. Automation also makes it easier to scale processes as the business grows, without adding additional resources or increasing the risk of errors. It is important to approach customisation strategically, with a clear understanding of the organisation's needs and priorities, and to work closely with experienced CRM professionals to ensure that customisation is done in a way that is effective, efficient, and sustainable. 🔔 Subscribe to Salesforce Atlas! 🎵 Music: You by Ikson (https://ift.tt/w0Gn1dl)
View on YouTube
View on YouTube
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