CRM Solution Blueprint

ETG offers professional consulting services for providing Custom development, maintenance & support for Salesforce cloud platform. Our specialized services enable the clients with access to team of Salesforce experts.

By 2020, customer experience will be more important than price or products for brands. Organizations that embrace digital transformation average $100 million more income annually due to increased speed. Workers lose 40% of productive time switching tasks, costing the global economy $450 billion yearly in lost productivity.

The document describes a tool that provides a guided process for migrating an on-premises CRM implementation to Dynamics 365 Online. The tool automates platform transformations and identifies unsupported customizations. It stages the on-premises CRM in Azure infrastructure, upgrades it to a compatible version, and migrates it to the customer's Dynamics 365 Online organization. The tool handles database and solution migration but does not support selective data migration or fixing issues identified during upgrade or validation.

Foodpanda is using Salesforce Marketing Cloud (formerly ExactTarget) to power its marketing automation across its 40+ countries and 20+ languages. Some key reasons for choosing Marketing Cloud include its Automation Studio, Journeys feature, drag-and-drop content creation, and Data Extensions. Foodpanda is using Marketing Cloud for onboarding/reactivation journeys, area-specific personalized messaging, and plans to integrate it more across its business units through APIs. The speaker recommends blueprinting the setup, getting expert reviews, and not rushing deployment.

The Salesforce Advantage document discusses the origins and philosophy of Salesforce. It began with a founding question of making enterprise technology as easy to use as shopping on Amazon. The original business plan envisioned allowing any company to easily manage their entire salesforce in the cloud without installing new software. While Salesforce has grown significantly, the core principles of an easy to use cloud platform remain the same. The document outlines Salesforce's competitive advantages including being a trusted multi-tenant cloud with an open ecosystem, complete CRM functionality, and a scalable metadata-driven platform that allows for fast customization and app development.

Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications Dynamics 365 is sold in two editions, the Business Edition for small and medium businesses (SMBs), and the Enterprise Edition for medium to large organizations. The Business Edition includes the Financials application, based on the project code-named 'Madeira'. The Enterprise Edition comprises Dynamics CRM applications (field service, sales, project service automation, and customer service) plus Microsoft PowerApps, together with Microsoft's premier ERP product, known as Dynamics 365 for Operations.

This document provides an overview of Dynamics 365 CRM architecture and customization scope. It discusses the online and on-premise deployment options for CRM and how users interact with the system through Outlook, web, and mobile clients. The document outlines the main functional modules in CRM and defines the difference between configuration and customization. It also introduces some third party tools for CRM and describes the database architecture. Finally, it details the main areas for customization in CRM including schema, security, processes, user interface, analytics, and templates.

1) The document discusses Salesforce, which started as a CRM platform and now offers various cloud-based products and services. 2) It describes how HCL was facing challenges with its legacy customer management system and migrated to Salesforce to gain benefits like rapid deployment, standardized sales processes, and improved integration. 3) Key aspects of Salesforce covered include its multi-tenant architecture, metadata-driven development model, products like Sales Cloud, Service Cloud, and App Cloud, and how it helped HCL improve productivity and governance.

Dynamics CRM document covers many topics related to customizing and extending the functionality of Dynamics CRM including: creating custom entities and fields, form and view customization, entity relationships, business rules, plugins, workflows, and connecting CRM to external systems using SSIS. The agenda covers areas like security, user management, and administration as well as development topics such as client-side scripting, CRUD operations, and advanced querying.

ServiceNow is the enterprise IT cloud company. We transform IT by automating and managing IT service relationships across the global enterprise. Organizations deploy our service to create a single system of record for IT and automate manual tasks, standardize processes, and consolidate legacy systems. Using our extensible platform, our customers create custom applications and evolve the IT service model to service domains inside and outside the enterprise.

In this slide we explain about the Marketing cloud April 19 Release . 1: Einstein Engagement Frequency 2:Content Builder 3:Email Studio 4:Distributed Marketing 5:Journey Builder 6:Advertising Studio 7:Social Studio 8:Datorama Connector for Marketing Cloud

The document introduces the Salesforce platform and provides an overview of its capabilities. It discusses how the platform can be used to build employee apps, partner apps, and customer apps. It also summarizes several tools on the platform, including Visualforce, Apex, Lightning components, Heroku, and ExactTarget. The presentation aims to demonstrate how the Salesforce platform can support innovation through clicks and code functionality.

Steps to build a data analytics center of excellence, positioned within a larger strategy for digital transformation

The presentation discusses the classical features and advantages of Master Data Management (MDM) system along with appropriate situations to use it. How do companies apply MDM who design, manufacture and sell their products in several geographies facing challenges in making appropriate decisions on their investment in PLM & MDM space? Another important aspect covers the comparison/relation between a MDM system (or Product Master System) and Enterprise PLM system. How can you maximize your ROI on both PLM and MDM investments? With examples from different industries the key takeaways include whether your organization requires an MDM solution or not.

This sales proposal was created for my Mkt 383 Analytical Sales class. My group and I played the role of our company being Salesforce, and created a sales proposal to 3M. We ended up finishing in the top 2 of our class.

The document outlines a blueprint for a wealth management industry solution on Salesforce. It includes: 1) An overview of key wealth management processes, client segments, and business lines. 2) Details on how industry trends and new business themes were used to define the blueprint. 3) Descriptions of the capabilities and processes within the front, middle, and back office layers to manage advisors, clients, risks, and overall operations.

We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are. That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm. Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions. Client experience… …is what differentiates your firm …is how you win and keep clients for the long-term …is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever. Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email

The document provides an overview of a Business Process Review (BPR) workshop. The objective of the BPR is to document current go-to-market and CRM processes to better handle daily, monthly, quarterly, and ad-hoc business activities. The BPR will involve reviewing processes, identifying risks, estimating resource needs, and setting expectations. Key areas that will be reviewed include segmentation, lead definition, sales stages, marketing and sales alignment, and CRM operations. Various worksheets and tools will be used to conduct a fit/gap analysis and define roles and responsibilities.