CRM

CRM stands for Customer Relationship Management and it essentially refers to the system or series of IT systems that an organization uses to manage its current and potential clients. The main idea behind CRM systems is that it should 1) Gather relevant data 2) Organize these data 3) Help employees make informed decisions based on the data.

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What is Salesforce all about?
Salesforce: a beginner view

Having a CRM system provides a large range of benefits starting with bringing all of your customer data in a single place. This allows you to clearly see the entirety of your customer base, facilitates the tracking your customer journey and.  It consequently helps highlighting the pain points of your organisation and its successes to inform good decisions to keep your customers happy, anticipate their needs and target the right people generate new leads.

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What is Salesforce all about?
Salesforce: a beginner view

Salesforce is a cloud-based customer relationship platform that brings companies and customers together. It enables organizations to have a single and shared view of information for each of their customers. Salesforce falls under the category of CRM, but really it has grown to provide a much wider range of services than basic CRM ones and is now referred to as Customer Success platform. The platform provides a variety of additional tools and functionalities for marketing, commerce, sales, and service, in addition to a comprehensive platform and dynamic community of users and partners.

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What is Salesforce all about?
Salesforce: a beginner view 
How to make the most out of Salesforce community
How to integrate Salesfroce with linkedin: a beginner’s guide
How to integrate Hubspot with Salesforce

If you’re reading about CRMs and system integration, chances are that you’ll come across Salesforce simply because it is the world’s leading CRM platform. In addition to this, and unlike the majority of other CRM providers, Salesforce offers products that tend to be platform agnostic. This means that you can run them on more than just the Salesforce platform and consequently keep your options open. On top of that, Salesforce has developed a strong and welcoming community of users and enthusiasts who are always happy to help and collaborate to drive change and innovation.

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Salesforce named world’s number one CRM a fifth straight year
What is Salesforce all about?
Salesforce: a beginner view 
How to make the most out of Salesforce community

Salesforce created a unique model of a community, where all stakeholders such as customers, employees, and partners support and help each other. Ohana is the Hawaiian word for family and reflects the way that community members treat each other. Here’s a great article that covers it in more detail: 

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How to make the most out of Salesforce community
What is the Salesforce Ohana?

SI (System Integrator) and ISV (Independent Software Vendor) are both partners/third party: a SI partner offers consultancy, implementation and integration services whereas ISV partner offers products (an app or a software) powered by Salesforce which can be used as ads-on/ additional services to Salesforce. Occasionally these products can also be a way to link Salesforce to another unrelated software. All partners can be found on the partner portal and all products on the Appexchange (see What’s the appexchange)

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How to make the most out of Salesforce community

The appexchange is the largest business app marketplace on which you can find products for Salesforce ads-on as well as plug-ins built by partners and verified by Salesforce. It is a great resource for any Salesforce user as you can find reviews for each ad-on as well as a forum to ask questions to other users to guide your choices. 

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How to make the most out of Salesforce community

Yes. Salesforce has an open API (Application Programming Interface) meaning it is possible to integrate it with all the popular systems used by the business such as marketing, finance, ERP (Enterprise Resource Planning) and so on. Moreover, there are existing connectors meaning that for many systems there’s non need for a custom solution but it is simply a question of setting up the connector and starting to see the data flow. Where more custom solutions are required, it is possible to use an integration platform or create a custom code for the integration.

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How to integrate Salesfroce with linkedin: a beginner’s guide
How to integrate Hubspot with Salesforce

It all depends on the CRM and the feature(s) in question which you’d like to connect to a specific Salesforce product. Salesforce products tend to be as platform-agnostic as possible to make it easy for users and platform architects, however, there is a wide range of products and sometimes plug-ins aren’t sufficient or need to be built. In all this is a question you should get guidance for. You can find available plug-ins on the appexchange.

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How to integrate Hubspot with Salesforce