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all while allowing customers to forge their own path to purchase.\r\n<ul><li>Create the exact customer experience you want within one powerful and flexible builder</li><li>Easily build dynamic, multifaceted campaigns by making simple decisions at each step</li><li>&nbsp;Turn sales data into marketing action by triggering campaign activity off of CRM data</li></ul>\r\nVisually map out and test every asset and every touch point in your program to better understand the customer experience.\r\n<ul><li>Experience your marketing workflows the way your customers will with visual testing</li><li>Find and fix gaps in your campaign logic — prior to launch</li><li>Feel confident upon launching that your campaign will perform</li></ul>\r\nSurface insights right within your canvas to better understand campaign performance and adapt quickly.\r\n<ul><li>The exact success metrics you need, layered directly on your canvas for a quick glimpse at campaign health</li><li>Spend less time jumping around between reports and more time making improvements</li><li>Drill down to learn more about individual asset performance, right in the canvas</li></ul>","shortDescription":"Pardot provides a full solution that helps marketers create meaningful connections, generate more pipeline, and empower sales to close more deals.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":17,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Pardot B2B Marketing Analytics","keywords":"","description":"Pardot provides a full solution that helps marketers create meaningful connections, generate more pipeline, and empower sales to close more deals.\r\n<ul><li>Generate more leads and move them quickly through the pipeline</li><li>Engage buyers on their terms with","og:title":"Pardot B2B Marketing Analytics","og:description":"Pardot provides a full solution that helps marketers create meaningful connections, generate more pipeline, and empower sales to close more deals.\r\n<ul><li>Generate more leads and move them quickly through the pipeline</li><li>Engage buyers on their terms with","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Pardot.png"},"eventUrl":"","translationId":2042,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":65,"title":"Marketing Automation"}],"testingArea":"","categories":[{"id":820,"title":"Marketing Automation","alias":"marketing-automation","description":"Marketing automation refers to software platforms and technologies designed for marketing departments and organizations to more effectively market on multiple channels online (such as email, social media, websites, etc.) and automate repetitive tasks.\r\nMarketing departments, consultants and part-time marketing employees benefit by specifying criteria and outcomes for tasks and processes which are then interpreted, stored and executed by digital marketing software, which increases efficiency and reduces human error. Originally focused on email marketing automation, marketing automation now refers to a broad range of automation and analytic tools for marketing, especially inbound marketing. Marketing Automation platforms are used as a hosted or web-based solution, and no software installation is required by the customer.\r\nThe reason for using a marketing automation platform is to streamline sales and marketing organizations by replacing high-touch, repetitive manual processes with automated solutions.\r\nMarketing automation is a platform that marketers use to plan, coordinate, manage and measure all of their marketing campaigns, both online and offline. It is often used along with lifecycle marketing strategy to closely manage and nurture generated leads, aiming to convert leads into customers.\r\nMarketing automation is a type of software that allows companies to effectively target customers with automated marketing messages across channels including email, websites, social media and text messages to generate sales leads. The technology is a segment of customer relationship management, or CRM, and is typically used by marketing departments as a way to remove repetitive tasks from staff workflows and increase overall marketing efficiency.\r\nOften, a brand will use multiple marketing automation tools, referred to as the marketing technology or martech — stack. These automation platforms assist in lead generation via email marketing, chatbots hosted on social media or websites, and other channels such as short message service (SMS) text. Marketing automation tools extend the reach of marketing campaigns, creating inbound marketing, a term some vendors use to refer to the strategy of finding prospects for top- to mid-funnel via personalization of pitches derived through analytics tools, which segment customers into different groups for different approaches.\r\n<p class=\"align-center\"><span style=\"font-weight: bold;\">Marketing automation features</span></p>\r\nDigital marketing automation software manages the online element of a marketing campaign, including data analytics that can create more precise personalization of content to individual customers to drive engagement and revenue.\r\nArtificial intelligence (AI) applications such as chatbots can help automate the delivery of that information or direct potential customers to webpages, online documents or forms that help create sales or gauge a potential customer's current or future interest in purchasing a company's goods or services. Marketing manager tools can also administer customer satisfaction and product usage surveys and then collect, measure and segment the response data.\r\nThe main features of marketing automation software typically include:\r\n<ul><li>Account-based marketing</li><li>Analytics for CRM</li><li>Campaign management</li><li>Inbound marketing</li><li>Lead management</li><li>Marketing ROI</li><li>Targeting and segmentation</li><li>Social marketing</li></ul>","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal; \">Who should use marketing automation?</span></h1>\r\n<p class=\"align-left\">The beauty of a marketing automation system is that it can help your business maximize on efforts that have already proven successful. Attracting new audiences through the use of effective marketing strategies is step one, but if you want to do more to nurture those people so that they become customers, marketing automation is a good bet.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">How can marketing automation benefit my business?</span></h1>\r\n<p class=\"align-left\">Marketing software solutions removes the hassle from your marketing strategy and allows you to streamline, automate and evaluate tasks and workflows. Your business will be able to scale its efforts and improve how you target customers.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What is marketing automation software?</span></h1>\r\n<p class=\"align-left\">In essence, it’s a set of solutions that automates, streamlines and analyzes marketing-related workflows and engagement to get more leads and qualify them for sales. The idea is the more qualified leads you get the higher the conversion rate and the more revenue you generate. </p>\r\n<p class=\"align-left\">Marketing software programs differ from CRM in that the purpose of marketing automation software is to get top-of-funnel leads, while the latter nurtures middle- and bottom-of-funnel leads. In short, marketing automation qualifies leads to feed into the CRM sales funnel for nurturing prospects to conversion.</p>\r\n<p class=\"align-left\">Marketing automation plugs into a company's CRM system, which, typically, has its own native marketing automation cloud service (such as Salesforce Pardot and Oracle Eloqua). Eloqua will work with other CRM platforms that compete with Oracle's, and Marketo, an independent marketing automation platform, will work with Salesforce, Oracle, Microsoft and other CRM systems. HubSpot also is a popular marketing automation platform that has its own CRM backbone.</p>\r\n<p class=\"align-left\">This becomes important when a company's marketing operations rely on a survey, email, social media or chatbot app for inbound lead-generation efforts that plug into Marketo or Eloqua, which, in turn, allows those marketing processes to continue regardless of which CRM the company uses. In effect, they act as middleware connecting the thousands of niche marketing automation tools and large CRM systems, where a company's customer data resides.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What are the types of marketing automation software?<br /></span></h1>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">CRM integrated</span>. Many CRM solutions today have multi-channel marketing tools to make lead generation a seamless experience from top-of-funnel to conversion. If not fully packaged, at least the marketing automation and CRM are modularized and have native integration.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Email marketing</span>. Marketing automation has its beginnings with email marketing software. Many mailers are established and have maintained their email marketing UI as their core functionality, but they now offer newer marketing automation features like lead scoring, landing page integration and analytics beyond the open-click metric.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Marketing automation.</span> This is the primary category featuring the standard tools, such as: forms, landing pages, lead scoring, lead database, reporting and analytics and pre-built or integrated email marketing and CRM functions.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Marketing analytics software</span>. They can be standalone apps or modules to a bigger marketing automation system. They lend more powerful analytics to the base system and cross over to the business intelligence category.<br />Social marketing. These are marketing software solutions with focus on social media functionalities such as Twitter and LinkedIn prospecting, brand mention tracking on Facebook and triggered posts on your pages based on your rules for keywords, hashtags or mentions.</p>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal; \">What does marketing automation software do?</span></h1>\r\n<p class=\"align-left\">Here are the main features of marketing automation technology, which you should look for when subscribing to one.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead scoring. </span>Allows you to automatically grade leads based on specific criteria you set, including demographics, prospect behaviors and historical interactions. You assign a weight to each criterion and the system aggregates them to calculate the prospect’s lead score. The lead scores can be segregated by range and automatically funneled to their respective workflows. </p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead database</span>. The lead database captures a qualified prospect’s details and other marketing activities like web visits, email clicks and downloads. This database funnels leads to your CRM sales pipeline and, once converted, into your main customer database. The lead database may also allow for segmentation to help you target groups.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Lead nurturing.</span> Generally runs workflows designed to filter or shortlist prospects, which include managing the processes in email marketing and other channels and capturing data that helps in further qualifying leads.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Email marketing.</span> Business email marketing software allows email drip campaigns and features newsletter and email templates or an editor that lets you design your layout with ease. It allows for mass emails to targeted lists with a tracking tool to view number of opens and click-throughs. It may also feature an advanced tool for triggered emails, which send the right response in real time to specific customer actions.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">CRM integration</span>. Once the leads are qualified at the top-of-funnel, they are sent to the sales team; hence, marketing automation software should have seamless CRM integration. The integration can be with a third-party solution or as an add-on to the marketing automation software.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Forms and landing pages.</span> A form is embedded on the landing page to collect lead data, where it is funneled into your database for lead scoring. The landing page can also include dynamic content, where images, texts and calls-to-action are customized to the lead based on profiling like geolocation, industry, job title, previous interactions with you, etc.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Progressive profiling.</span> This is a smart form that delivers the right fields to different leads. A web visitor is analyzed for key details (for example: IP address, source page, Y/N customer) and is led to a series of unique short forms to capture specific data. This feature may also require social credentials for deeper profiling.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Reporting &amp; analytics. </span>You can calculate an individual campaign’s cost and ROI and, generally, your marketing activities, by running analytics on key metrics that are sliced and diced in different ways that include open emails, downloads, lead volume, etc. In conjunction with CRM, you can associate these values against sales metrics like conversion rate, win-loss rate and total sales.</p>\r\n<p class=\"align-left\"><span style=\"font-weight: bold; \">Mobile-optimized. </span>Mobile-optimized landing pages and emails help you target users who access the Internet from their smartphones or tablets. Mobile-optimized also means you can access the system and your data on the go.<br /><br /><br /><br /></p>","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon-marketing-automation.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},"salesforce-commerce-cloud":{"id":1364,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Salesforce.png","logo":true,"scheme":false,"title":"Salesforce Commerce Cloud","vendorVerified":0,"rating":"2.10","implementationsCount":1,"suppliersCount":0,"supplierPartnersCount":2,"alias":"salesforce-commerce-cloud","companyTitle":"Salesforce.com","companyTypes":["supplier","vendor"],"companyId":4146,"companyAlias":"salesforcecom","description":"\r\n\r\n\r\n<span style=\"font-weight: bold;\">Deliver a seamless shopping experience across all channels.</span> Move to market faster, connect with more customers, and create personalized experiences across mobile, social, digital, and store through the power of cloud-based unified commerce. <span style=\"font-weight: bold;\">Conquer personalization.</span> Delight shoppers and automate merchandising with Einstein's AI capabilities — no data scientist required! Woven into the fabric of Commerce Cloud, Einstein provides merchandising insights, time-saving task automation, and personalized shopping tailored to every click. <span style=\"font-weight: bold;\">Speed up your operations.</span> Take advantage of market opportunities faster with the speed and agility of the cloud. Launch new sites, create all-new consumer experiences, bring stores online, adopt new features, and integrate partner technologies in record time, without the usual complexities. <span style=\"font-weight: bold;\">Go global in record time.</span> Launch new sites and explore new geographies quickly and easily with unified multisite management and built-in localization capabilities — even when multiple brands, languages, and currencies are involved. <span style=\"font-weight: bold;\">Delight shoppers with constant innovation.</span> Regularly deliver new, exciting customer experiences without delays or dependencies. Enjoy seamless upgrades, an open standards-based dev environment, and a rich ecosystem of technology partners — all powered through the cloud. <span style=\"font-weight: bold;\">Integrate with the #1 CRM for retail.</span> Sell, service, and market faster with Salesforce. Commerce Cloud is an integral part of the Salesforce Intelligent Customer Success Platform that includes world-class solutions for marketing, customer service, community, and more.","shortDescription":"Salesforce Commerce is an online CRM solution that unify mobile, social, web, and store with built-in predictive intelligence, mobile-first design, and the agility of the cloud.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":11,"sellingCount":8,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Salesforce Commerce Cloud","keywords":"with, faster, Salesforce, market, experiences, Cloud, Commerce, merchandising","description":"\r\n\r\n\r\n<span style=\"font-weight: bold;\">Deliver a seamless shopping experience across all channels.</span> Move to market faster, connect with more customers, and create personalized experiences across mobile, social, digital, and store through the power of clo","og:title":"Salesforce Commerce Cloud","og:description":"\r\n\r\n\r\n<span style=\"font-weight: bold;\">Deliver a seamless shopping experience across all channels.</span> Move to market faster, connect with more customers, and create personalized experiences across mobile, social, digital, and store through the power of clo","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Salesforce.png"},"eventUrl":"","translationId":1365,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},"salesforce-community-cloud":{"id":3185,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/salesforce_community_cloud.jpg","logo":true,"scheme":false,"title":"Salesforce Community Cloud","vendorVerified":0,"rating":"1.40","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":2,"alias":"salesforce-community-cloud","companyTitle":"Salesforce.com","companyTypes":["supplier","vendor"],"companyId":4146,"companyAlias":"salesforcecom","description":"<span style=\"font-weight: bold; \">Build beautiful CRM-powered experiences with Community Cloud.</span>\r\nYour brand experience is your most valuable asset. Now you can create beautiful, branded digital experiences that extend CRM data and processes to all your partners and customers with Salesforce. Built natively on the Salesforce Platform, you can create and update rich experiences faster than ever.\r\n<span style=\"text-decoration: underline; \"><span style=\"font-weight: bold; \">Quickly Launch Portals, Forums, and Sites</span></span>\r\nWith the Lightning Community Builder, anyone in your organization can build powerful portals, forums, and sites using standard or custom components. Hundreds of prebuilt Lightning-powered drag and drop components make building fast and easy. Launch in weeks - or even days, instead of months.\r\n<span style=\"font-weight: bold; \">Start with Templates</span>\r\nAny company can set up a digital experience in no time with out-of-the-box, customizable templates that can be modified with zero codings. Each template is prebuilt with a library of page layouts and components tailored for specific use cases, such as&nbsp; Customer Service and Partner Relationship Management.\r\n<span style=\"font-weight: bold; \">Accelerate with Partners</span>\r\nTake advantage of prebuilt components and apps created by our ecosystem of partners and get up and running fast. Quickly install apps and components for every department or industry into your Salesforce org.\r\n<span style=\"font-weight: bold; \">Launch Faster with Lightning Bolt</span>\r\nLightning Bolts are out-of-the-box solutions built for industry-specific use cases like supplier relationship management, franchise management, and patient engagement. Built by partners, Lightning Bolts contain industry process flows, apps, and Lightning components that you can integrate seamlessly into your digital experience.\r\n<span style=\"font-weight: bold; \">Make it Mobile</span>\r\nCustomers and partners can access Community Cloud anywhere, anytime, and from any device. The mobile experience combines an elegant, easy-to-use interface with powerful Salesforce functionality. All Lightning Communities are 100% mobile optimized.\r\n<span style=\"text-decoration: underline; \"><span style=\"font-weight: bold; \">Easily Make It Branded and Beautiful with Clicks</span></span>\r\nStart with prebuilt themes and add your own branding. Or take it a step further and fully customize down to the pixel. Import content and settings from your existing CMS or leverage Community Builder’s lightweight CMS for centralized content management across your digital experience.\r\n<span style=\"font-weight: bold; \">Explore a Gallery of Prebuilt Themes</span>\r\nTake advantage of the prebuilt theme library and activate with one click. You can also connect your brand’s style guides to extend your identity. With pre-built themes from Salesforce, any customer - big or small - can create a visually stunning experience for their users.\r\n<span style=\"font-weight: bold; \">Make it Pixel-perfect with the Lightning Community Builder</span>\r\nThe theme panel allows you to efficiently apply color, fonts, and style to your experience to match your design or brand. Match your colors precisely by uploading your own logo to automatically generate a custom color scheme. Create Branding Sets to quickly change color and style for different audiences and needs.\r\n<span style=\"font-weight: bold; \">Build Your Own Content Asset Library</span>\r\nA lightweight CMS is built right into the Lightning Community Builder, allowing you to upload and select images for your header, logo, rich content editor, and custom components. All can be stored for easy reference and retrieval. Alternatively, if you’ve gone to all the work of setting up a third party CMS, with CMS Connect, you can leverage that effort by instantly connecting your content and settings right into the community.\r\n<span style=\"text-decoration: underline; \"><span style=\"font-weight: bold; \">Community Cloud Solutions</span></span>\r\n<span style=\"font-weight: bold; \">Self-Service</span>\r\nHelp customers find answers fast, on their own terms and time frame with self-service portals and forums.\r\n<span style=\"font-weight: bold; \">Partner Relationship Management</span>\r\nPersonalize partner recruitment, onboarding, and sales with turnkey Partner Relationship Management.\r\n<span style=\"font-weight: bold; \">B2B Commerce</span>\r\nProvide an easy consumer-like commerce experience for B2B customers that includes features tailored to the complex needs of B2B transactions.\r\n<span style=\"font-weight: bold; \">Build Your Own</span>\r\nBuild custom external-facing apps and portals connected to Salesforce. Create brand loyalty, social engagement and patient digital experiences - or any other type of experience you can imagine.\r\n<span style=\"text-decoration: underline; \"><span style=\"font-weight: bold; \">Personalize with CRM</span></span>\r\n<span style=\"font-weight: bold; \">Create Tailored Experiences for Each User</span>\r\nUse Audience Targeting to control which page, theme, or component is visible to your community members and create a custom experience for groups or individuals. Use CRM data to define audiences by fields on a CRM object, user profiles, location, referring domain, and record types.\r\n<span style=\"font-weight: bold; \">Engage Customers with Marketing Journeys</span>\r\nMarketers can target community members with personalized content and offers. Community managers can launch personalized email journeys for community members, based on their CRM profiles and community interactions.\r\n<span style=\"text-decoration: underline;\"><span style=\"font-weight: bold;\">Connect Data, Processes, and Embed AI</span></span>\r\n<span style=\"font-weight: bold;\">Instantly Extend Salesforce Apps and Processes</span>\r\nCommunity Cloud is natively connected to Sales, Service and Marketing Clouds, so you can seamlessly connect leads, opportunities, cases, and campaigns. Process flows and business data are automatically extended into the community, based on the sharing and permissions you choose.\r\n<span style=\"font-weight: bold;\">Connect Third Party Systems and Unlock Back Office Data</span>\r\nConnect and access data from external sources with point-and-click simplicity. Incorporate data from legacy systems (SAP, Oracle, Microsoft, you name it) in real time in Salesforce application objects. Dramatically reduce integration time to unlock and modernize back-office systems.\r\n<span style=\"font-weight: bold;\">Embed AI Throughout</span>\r\nExperiences are made even smarter with Einstein Intelligence features embedded throughout each community. Enable users to discover relevant content, groups, people and files. Community Managers can get insights on user feedback to drive engagement. Provide instant answers to questions without the need to contact customer support.","shortDescription":"Community Cloud is a digital experience platform that enables companies of all sizes to build beautifully branded CRM-powered portals, forums, sites, and mobile apps faster than ever before.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":14,"sellingCount":15,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Salesforce Community Cloud","keywords":"","description":"<span style=\"font-weight: bold; \">Build beautiful CRM-powered experiences with Community Cloud.</span>\r\nYour brand experience is your most valuable asset. Now you can create beautiful, branded digital experiences that extend CRM data and processes to all your ","og:title":"Salesforce Community Cloud","og:description":"<span style=\"font-weight: bold; \">Build beautiful CRM-powered experiences with Community Cloud.</span>\r\nYour brand experience is your most valuable asset. Now you can create beautiful, branded digital experiences that extend CRM data and processes to all your ","og:image":"https://old.roi4cio.com/fileadmin/user_upload/salesforce_community_cloud.jpg"},"eventUrl":"","translationId":3186,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":407,"title":"Communities","alias":"communities","description":" An online community, also called an internet community or web community, is a virtual community whose members interact with each other primarily via the Internet. For many, online communities may feel like home, consisting of a &quot;family of invisible friends&quot;. Those who wish to be a part of an online community usually have to become a member via a specific site and thereby gain access to specific content or links. An online community can act as an information system where members can post, comment on discussions, give advice or collaborate. Commonly, people communicate through social networking sites, chat rooms, forums, e-mail lists and discussion boards. People may also join online communities through video games, blogs and virtual worlds. The rise in popularity of Web 2.0 websites has allowed for easier real-time communication and ability to connect to others as well as producing new ways for information to be exchanged.\r\nThe idea of a community is not a new concept. On the telephone, in ham radio and in the online world, social interactions no longer have to be based on proximity; instead they can literally be with anyone anywhere. The study of communities has had to adapt along with the new technologies. Many researchers have used ethnography to attempt to understand what people do in online spaces, how they express themselves, what motivates them, how they govern themselves, what attracts them, and why some people prefer to observe rather than participate. Online communities can congregate around a shared interest and can be spread across multiple websites.\r\nSome signs of community are:\r\n<ul><li>Content: articles, information, and news about a topic of interest to a group of people.</li><li>Forums or newsgroups and email: so that community members can communicate in delayed fashion.</li><li>Chat and instant messaging: so that community members can communicate more immediately.</li></ul>","materialsDescription":" <span style=\"font-weight: bold;\">What are Community Platforms?</span>\r\nCommunity Platforms manage the process of creating and maintaining a space for productive discussion among community members. Members can share their thoughts, ideas, and concerns. This process is sometimes referred to as &quot;community engagement.&quot;\r\n<span style=\"font-weight: bold;\">Key Use Cases for Community Platforms</span>\r\n<ul><li>Support community for self-help and peer or expert advice</li><li>Ideation</li><li>Private social networking</li><li>Gauge customer satisfaction</li><li>Identify customer advocates</li><li>Increase customer/employee engagement</li><li>Distribute community news and updates</li><li>Generate content with programs like community blogging</li></ul>\r\nMature communities deliver business value in a variety of ways. They increase engagement, address support issues and pain points, measure satisfaction, and build stronger relationships. Platforms may support external communities, internal communities, or both. These benefits apply to both customer and employee communities.\r\nThere are different types of community platforms, including open source options for community managers who want to develop their own platform. Some SMB-focused community platforms focus on one aspect of community, like Q&amp;A, ideation, or link sharing. Enterprise-grade community platforms are more feature-rich. They might include complex, hierarchal capabilities like multi-tiered advocacy programs with moderator permissions.\r\n<span style=\"font-weight: bold;\">Factors to Consider When Selecting a Community Platform</span>\r\nIt is important to consider whether membership will be explicit and exclusive so that the community is open to registered members only.\r\nIn order to determine how employees or customers are likely to engage with a community platform, some community managers set up a free community platform or private social network group to run a testing phase.\r\n<span style=\"font-weight: bold;\">Community Platforms vs. Help Desk Software, CMS, and Collaboration Tools</span>\r\nCommunity management tools have some overlap with help desk software, which often includes community features like Q&amp;A for self-help. Some community platforms integrate with help desk systems.\r\nThere is also overlap with content management systems (CMS), especially in heavily moderated external communities, where posts/articles by advocates and experts might be promoted and shared elsewhere.\r\nSome community platforms, especially for internal communities, may overlap with collaboration tools as well. Collaboration tools tend to be more focused on one-on-one interactions between users, and on getting projects done (via file sharing, etc.). Community interactions are more often one-to-many and focused on help, general engagement, feedback, and ideation.\r\n<span style=\"font-weight: bold;\">Gamification</span>\r\nGamification is a strategy in which points, rules, and competition are used to increase engagement. Some community platforms use game dynamics to incentivize and reward member participation.\r\n<span style=\"font-weight: bold;\">Community Moderation</span>\r\nModeration is a system for controlling potential abuse of the community platform. Moderation is important because fear of defamation is one of the biggest obstacles to creating an external community. For some companies promoting the voice of the customer feels risky.\r\nThere are two approaches to moderation: curating users (like restricting membership or blocking/reporting certain members) or curating content.\r\nMost community platforms allow administrators to act as moderators. Some have more advanced hierarchical systems for moderation. These allow administrators to grant certain members moderator permissions.\r\nContent curation includes restricting content access, removing content, editing content, or responding to content. This is often a top-down reaction to member contributions. It can also involve broader community participation such as voting on, rating and reporting content.\r\n<span style=\"font-weight: bold;\">Pricing Information</span>\r\nThere are many providers of collaboration software spanning a wide range of capabilities from very inexpensive products designed for small teams, to highly sophisticated enterprise products. Enterprise-level systems cost in the region of $100 per user per month, with price breaks for high numbers of users.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Communities.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},"salesforce-marketing-cloud":{"id":1360,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Salesforce.png","logo":true,"scheme":false,"title":"Salesforce Marketing Cloud","vendorVerified":0,"rating":"2.10","implementationsCount":1,"suppliersCount":0,"supplierPartnersCount":2,"alias":"salesforce-marketing-cloud","companyTitle":"Salesforce.com","companyTypes":["supplier","vendor"],"companyId":4146,"companyAlias":"salesforcecom","description":"\r\n<span style=\"font-weight: bold;\">Be consumer-centric.</span> Build a single, comprehensive view of each consumer to power 1-to-1 journeys. <span style=\"font-weight: bold;\">Connect every interaction.</span> Integrate every touchpoint and experience with your brand across advertising, marketing, commerce, sales, service, and apps. <span style=\"font-weight: bold;\">Market smarter with AI.</span> Discover new segments, identify the likeliest consumers to engage, and power predictive recommendations. <span style=\"font-weight: bold;\">Operate with ease.</span> Leverage pre-built templates, streamlined messaging flows, and mobile apps to easily create and execute cross-channel campaigns. <span style=\"font-weight: bold;\">Manage B2C or B2B.</span> Use one platform to engage both businesses and consumers alike. <span style=\"font-weight: bold;\">MARKETING CLOUD PRODUCTS</span> Meet the complete set of marketing tools, built on a unified platform.\r\n<ul> <li>Journey Builder. Create 1-to-1 consumer journeys across all channels and departments.</li> <li>Pardot. Unite marketing and sales on a single platform for B2B marketing automation.</li> <li>Email Studio. Build personalized email campaigns with the world's # 1 email marketing platform.</li> <li>Salesforce DMP. Capture and activate data from any source on a unified platform.</li> <li>Salesforce Data Studio. Power your marketing with data from the world's largest premium data ecosystem.</li> <li>Social Studio. Listen, publish, and engage with your customers through social media channels.</li> <li>Advertising Studio. Target 1-to-1 advertising using your CRM data to acquire and re-engage consumers.</li> <li>Mobile Studio. Personalize mobile entertainment including SMS, push notifications, and group messaging.</li> </ul>","shortDescription":"Salesforce Marketing Cloud is an online CRM and the unified marketing platform to know consumers, engage them, and personalize their experience.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":17,"sellingCount":18,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Salesforce Marketing Cloud","keywords":"with, marketing, platform, Studio, data, your, consumers, Salesforce","description":"\r\n<span style=\"font-weight: bold;\">Be consumer-centric.</span> Build a single, comprehensive view of each consumer to power 1-to-1 journeys. <span style=\"font-weight: bold;\">Connect every interaction.</span> Integrate every touchpoint and experience with your ","og:title":"Salesforce Marketing Cloud","og:description":"\r\n<span style=\"font-weight: bold;\">Be consumer-centric.</span> Build a single, comprehensive view of each consumer to power 1-to-1 journeys. <span style=\"font-weight: bold;\">Connect every interaction.</span> Integrate every touchpoint and experience with your ","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Salesforce.png"},"eventUrl":"","translationId":1361,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},"salesforce-platform":{"id":1362,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Salesforce.png","logo":true,"scheme":false,"title":"Salesforce Platform","vendorVerified":0,"rating":"2.10","implementationsCount":1,"suppliersCount":0,"supplierPartnersCount":2,"alias":"salesforce-platform","companyTitle":"Salesforce.com","companyTypes":["supplier","vendor"],"companyId":4146,"companyAlias":"salesforcecom","description":"<p><span style=\"font-weight: bold;\">Connect to your customers in a whole new way with the world&rsquo;s #1 CRM platform.</span></p>\r\n<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Give your sales teams the power to close deals like never before with Sales Cloud, the world&rsquo;s #1 CRM solution. Increase productivity, fill pipeline with solid leads and score more wins without software, hardware, or speed limits.</p>\r\n<p><span style=\"font-weight: bold;\">Service</span></p>\r\n<p>Enhance your customer support &mdash; from call-center software to self-service portals &mdash; with Service Cloud. Get more responsive, intuitive, and flexible service solutions that help you anticipate your customers&rsquo; needs.</p>\r\n<p><span style=\"font-weight: bold;\">Marketing</span></p>\r\n<p>Deliver personalized customer journeys powered by the intelligent marketing platform for email, mobile, social, digital advertising, and DMP. Build 1-to-1 customer journeys with Marketing Cloud, the world&rsquo;s most powerful digital marketing platform.</p>\r\n<p><span style=\"font-weight: bold;\">Commerce</span></p>\r\n<p>Build better customer experiences and crush conversion rates with Commerce Cloud, the world&rsquo;s leading eCommerce platform.</p>\r\n<p><span style=\"font-weight: bold;\">Engagement</span></p>\r\n<p>Build custom apps connected to Salesforce, and get your apps to market faster, with Heroku cloud services and developer experience.</p>\r\n<p><span style=\"font-weight: bold;\">Platform and Ecosystem</span></p>\r\n<p>Extend your sales and service capabilities with the world&rsquo;s #1 CRM platform. Streamline, automate, and mobilize any business process using third-party apps or custom apps that you build yourself.</p>\r\n<p><span style=\"font-weight: bold;\">Integration</span></p>\r\n<p>Connect any app, data, or device, whether in the cloud or on-premises, in one place: the MuleSoft Anypoint Platform. And bring data from any system, like SAP, Oracle, Workday, and more, directly into Salesforce.</p>\r\n<p><span style=\"font-weight: bold;\">Analytics</span></p>\r\n<p>Make more intelligent, data-driven decisions that guide your business forward with Einstein Analytics. Artificial intelligence has simplified the entire analytics workflow, taking you from data to insight to action in minutes.</p>\r\n<p><span style=\"font-weight: bold;\">Industries</span></p>\r\n<p>Find tailored solutions designed to meet the specific needs of your industry and transform every aspect of your business with Salesforce, the world&rsquo;s #1 CRM platform.</p>\r\n<p><span style=\"font-weight: bold;\">Communities</span></p>\r\n<p>With Community Cloud, create beautiful, CRM-powered experiences &mdash; fast. Use templates to quickly launch pre-built use-case-specific solutions for your customers and partners. Or start with partner-built industry-specific solutions and components.</p>\r\n<p><span style=\"font-weight: bold;\">Enablement</span></p>\r\n<p>myTrailhead is the world's leading learning experience platform. Onboard employees faster, supercharge productivity, increase Salesforce adoption, and cultivate company culture.</p>\r\n<p><span style=\"font-weight: bold;\">Productivity</span></p>\r\n<p>Create collaborative documents, spreadsheets, live apps, and slides with Quip. Embed live Salesforce data that automatically updates so you never have to worry that it&rsquo;s out of date.</p>","shortDescription":"The Salesforce Platform is your one-stop shop for building apps on the secure and scalable technology platform.\r\n","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":12,"sellingCount":9,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Salesforce Platform","keywords":"with, apps, your, security, business, Salesforce, that, customer","description":"<p><span style=\"font-weight: bold;\">Connect to your customers in a whole new way with the world&rsquo;s #1 CRM platform.</span></p>\r\n<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Give your sales teams the power to close deals like never before with ","og:title":"Salesforce Platform","og:description":"<p><span style=\"font-weight: bold;\">Connect to your customers in a whole new way with the world&rsquo;s #1 CRM platform.</span></p>\r\n<p><span style=\"font-weight: bold;\">Sales</span></p>\r\n<p>Give your sales teams the power to close deals like never before with ","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Salesforce.png"},"eventUrl":"","translationId":1363,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[{"id":3,"title":"CRM"}],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},"salesforce-sales-cloud":{"id":1354,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Salesforce.png","logo":true,"scheme":false,"title":"Salesforce Sales Cloud","vendorVerified":0,"rating":"2.10","implementationsCount":1,"suppliersCount":0,"supplierPartnersCount":2,"alias":"salesforce-sales-cloud","companyTitle":"Salesforce.com","companyTypes":["supplier","vendor"],"companyId":4146,"companyAlias":"salesforcecom","description":"\r\n<span style=\"font-weight: bold; text-decoration-line: underline;\">Close more deals with contact management, collaboration, marketing tools, and more.</span> No matter the size of your company, all sales reps share one common goal — the desire to be a top performer. Our CRM software features can help with that.\r\n<ul> <li>Account and Contact Management. Have a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions. Gain insights from popular social media sites such as Facebook, Twitter, and LinkedIn — right within Salesforce.</li> <li>Opportunity Management. Get a complete view of your team’s deals with Opportunity Management. See stage, products, competition, quotes, and more. Stay connected to the people and information you need to close every sale.</li> </ul>\r\n<span style=\"font-weight: bold; text-decoration-line: underline;\">Get more leads.</span> Build your own “lead machine” to improve conversion rates and grow your revenue.\r\n<ul> <li>Lead Management. Track your leads from click to close, while continually optimizing your campaigns across every channel. Make smarter decisions about where to invest your marketing dollars.</li> <li>Sales Data. Get the right sales data at the right time with Data.com. Connect with key decision makers faster. Easily plan territories. Increase sales and marketing productivity with the latest, most accurate data.</li> </ul>\r\n<span style=\"font-weight: bold; text-decoration-line: underline;\">Accelerate productivity.</span> Every deal. Every day. Here are the Sales Cloud features that help you focus on what matters most: working with customers to close deals. Anywhere.\r\n<ul> <li>Mobile. Salesforce turns your mobile device into a portable sales office. You can log calls, respond to hot leads, work opportunities, or check dashboards, no matter where you are. And with mySalesforce, the experience can be customized to match your brand.</li> <li>Workflow and Approvals. Use Visual Workflow to rapidly design and automate any business process with drag-and-drop simplicity. And drive success with flexible approvals processes for deal discounts, expenses, and more.</li> <li>Files Sync and Share. Now it’s easier to share files, discuss them, publish the best, and track your content in real time. Quickly find what you’re looking for, share it securely, and even subscribe to receive alerts when something changes.</li> </ul>\r\n<span style=\"font-weight: bold; text-decoration-line: underline;\">Make insightful decisions.</span> Discover the powerful CRM software features that turn data into actionable insight that everyone can access from anywhere.&nbsp;\r\n<ul> <li>Reports and Dashboards. Dashboards offer a real-time picture of your business at a glance. Dig deeper with detailed reports that anyone can create. And access your reports and dashboards from anywhere.</li> <li>Sales Forecasting. Fast, easy, accurate. Get a real-time view into your team’s forecasts. Use in-line editing, override visibility, multicurrency support, and more to stay on top of your business.</li> </ul>","shortDescription":"Salesforce Sales Cloud is an online CRM for sales: you can grow your accounts faster, find new customers faster, and close deals faster — from anywhere.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":11,"sellingCount":9,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Salesforce Sales Cloud","keywords":"your, with, more, that, Sales, sales, Management, from","description":"\r\n<span style=\"font-weight: bold; text-decoration-line: underline;\">Close more deals with contact management, collaboration, marketing tools, and more.</span> No matter the size of your company, all sales reps share one common goal — the desire to be a top per","og:title":"Salesforce Sales Cloud","og:description":"\r\n<span style=\"font-weight: bold; text-decoration-line: underline;\">Close more deals with contact management, collaboration, marketing tools, and more.</span> No matter the size of your company, all sales reps share one common goal — the desire to be a top per","og:image":"https://old.roi4cio.com/fileadmin/user_upload/Salesforce.png"},"eventUrl":"","translationId":1355,"dealDetails":null,"roi":null,"price":null,"bonusForReference":null,"templateData":[],"testingArea":"","categories":[{"id":71,"title":"CRM - Customer Relationship Management","alias":"crm-customer-relationship-management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"},{"id":337,"title":"Sales","alias":"sales","description":" Sales are activities related to selling or the number of goods or services sold in a given targeted time period.\r\nThe seller, or the provider of the goods or services, completes a sale in response to an acquisition, appropriation, requisition, or a direct interaction with the buyer at the point of sale. There is a passing of title (property or ownership) of the item, and the settlement of a price, in which agreement is reached on a price for which transfer of ownership of the item will occur. The seller, not the purchaser, typically executes the sale and it may be completed prior to the obligation of payment. In the case of indirect interaction, a person who sells goods or service on behalf of the owner is known as a salesman or saleswoman or salesperson, but this often refers to someone selling goods in a store/shop, in which case other terms are also common, including salesclerk, shop assistant, and retail clerk.\r\nIn common law countries, sales are governed generally by the common law and commercial codes. In the United States, the laws governing sales of goods are somewhat uniform to the extent that most jurisdictions have adopted Article 2 of the Uniform Commercial Code, albeit with some non-uniform variations.\r\nA person or organization expressing an interest in acquiring the offered item of value is referred to as a potential buyer, prospective customer, or prospect. Buying and selling are understood to be two sides of the same &quot;coin&quot; or transaction. Both seller and buyer engage in a process of negotiation to consummate the exchange of values. The exchange, or selling, process has implied rules and identifiable stages. It is implied that the selling process will proceed fairly and ethically so that the parties end up nearly equally rewarded. The stages of selling, and buying, involve getting acquainted, assessing each party's need for the other's item of value, and determining if the values to be exchanged are equivalent or nearly so, or, in buyer's terms, &quot;worth the price&quot;. Sometimes, sellers have to use their own experiences when selling products with appropriate discounts.\r\nAlthough the skills required are different, from a management viewpoint, sales is a part of marketing. Sales often form a separate grouping in a corporate structure, employing separate specialist operatives known as salespersons (singular: salesperson). Selling is considered by many to be a sort of persuading &quot;art&quot;. Contrary to popular belief, the methodological approach of selling refers to a systematic process of repetitive and measurable milestones, by which a salesman relates his or her offering of a product or service in return enabling the buyer to achieve their goal in an economic way.","materialsDescription":" <span style=\"font-weight: bold;\">What's the Difference Between Sales and Marketing?</span>\r\nSales and Marketing: two terms we often hear together when working with mid-size companies. In some ways, this is logical because the two need to work together. But in fact, Sales and Marketing are two very different functions and require very different skills.\r\nBusiness leaders know what Operations are; they make stuff. They know what Accounting is; they record and control the money. And they know what Sales do; they sell stuff. So if you are not making stuff, selling stuff, or recording the money—what is marketing and why do you need it?\r\nWhat's the difference between Sales and Marketing? To answer this question, let's define what Sales and Marketing are separately and how they support one another.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">What is Marketing? Aligning with Customers, Now and for the Future</span></span>\r\nA key job of Marketing is to understand the marketplace from the perspective of the customer looking back towards the company and helping lead the company where it should be in the future. Marketing’s job is to direct the organization toward the segments, or groups of customers and channels where the company can profitably compete. It should help the organization see how it needs to modify its product offerings, pricing, and communication so that it meets the needs of the distribution channel or end customers.\r\nMarketing also needs to convert the market understanding into tools and tactics to attract the market, build (often digital) relationships, and develop leads. Without Sales, Marketing efforts run short. Marketing directs Sales as to where they should be hunting and what ammo to use. Note, however, that if Marketing becomes a sales support function focused only on the now, the future can become lost.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Without Marketing, Sales Suffers</span></span>\r\nNot even the best hunter can bring home dinner if they are shooting blanks at decoys. Markets are constantly changing. The job of marketing is to stay ahead of the changes and help the hunters see where they should be hunting and provide them with the right ammunition. If Marketing is only focused on delivering the ammunition for today, nobody will see where the industry is moving or where the company needs to hunt next. This limits growth not only for Sales and Marketing but also for your entire organization.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Can You be Both Sales and Marketing?</span></span>\r\nIn all my years, working for companies that ranged from Fortune 100 to mid-size companies I have never met anyone who was really good at both sales and marketing. I have held the title of VP of Sales and Marketing, managing a 500 person sales and merchandising force. I was really a marketing person with sales authority. The skills required to focus on the now and the push of sales are different. In many ways, they are contrary to the skills of looking to the future and the customer perspective of marketing.\r\nEvery Sales organization feels they have a good understanding of their customers. But every Sales conversation with a customer has a sales transaction lurking in the background. Therefore, customers can never be completely open about their needs and want when talking to a sales person.\r\nFor a company to really grow, someone must have the job of looking out the window towards where the company needs to go in the future. For many companies, this is the job of the CEO and Sales hires someone to do some sales support and gives them a marketing title. But as companies grow, the job of CEO starts to become a full-time job in itself and the strategic role of Marketing gets short-changed. A study of mid-size companies by the University of Texas showed that companies that separated the roles of Marketing and Sales were much more likely to grow faster than the industry average.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Sales and Marketing: Today and the Future</span></span>\r\nSales need to be focused on the now. You can’t run a company unless your sales team is focused on bringing in today’s business. But you can’t really ask your Sales leaders where the company should go next and to develop the 18-month plan to get there without losing focus on today’s revenue. Besides, if your sales executive was really good at developing future-focused business strategies and tying that strategy to the plans and tools of marketing to make it happen, they would be a marketing person and not a now-focused sales person.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Sales.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]},"salesforce-service-cloud":{"id":1356,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Salesforce.png","logo":true,"scheme":false,"title":"Salesforce Service Cloud","vendorVerified":0,"rating":"2.10","implementationsCount":1,"suppliersCount":0,"supplierPartnersCount":2,"alias":"salesforce-service-cloud","companyTitle":"Salesforce.com","companyTypes":["supplier","vendor"],"companyId":4146,"companyAlias":"salesforcecom","description":"\r\n<span style=\"font-weight: bold;\">Deliver smarter, more personalized support.</span> Say goodbye to &quot;hold, please,&quot; thanks to all the innovative platform features that make.\r\n<ul> <li>Support customers over their favorite channel. Deliver instantaneous and personalized support via phone, email, chat, and now, the SMS messaging app of their choice with LiveMessage.</li> <li>Improve support with AI built for the Salesforce Platform. Give agents a deeper understanding of customers, and managers a complete view of the team with Einstein Analytics.</li> <li>See all the details of a case, at a glance. Boost agent efficiency - customer satisfaction - with a console that displays everything relevant to a case (even legacy system data), from any department, all in one dynamic, connected CRM solution.</li> <li>Resolve onsite service issues on the first trip. Improve your field service operations with a mobile-first experience that uses Einstein AI to ensure technicians have the right tools and parts to do the right job.</li> <li>Reduce case volume with a self-service portal. Give customers the option to help themselves with a custom, branded community that connects them to shared knowledge, helpful peers, and subject-matter experts.</li> </ul>\r\n<span style=\"font-weight: bold;\">See every aspect of your business in one place.</span>\r\n<ul> <li>Get a 360-degree view by unifying, integrating, and connecting all your existing data from anywhere - even IoT devices, legacy databases, and back-end systems.</li> <li>Run your whole business from one mobile app. Be more productive on the go with Salesforce for iOS and Android. Get alerts, resolve issues, service customers, collaborate with co-workers, share files, and more.</li> <li>Customize Salesforce to work the way you want. Easily tailor your business processes and automate them using intuitive tools, workflows, and Lightning Components that anyone can build.</li> <li>Get new features and updates three times a year. Painlessly upgrade to the latest Salesforce releases, adding innovations like Lightning and Einstein artificial intelligence every four months.</li> <li>Do not worry about data security. Run your business with security.</li> </ul>","shortDescription":"Salesforce Service Cloud is an online CRM with mobile app for customer service and support","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":17,"sellingCount":7,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Salesforce Service Cloud","keywords":"with, your, Salesforce, that, customers, business, Einstein, case","description":"\r\n<span style=\"font-weight: bold;\">Deliver smarter, more personalized support.</span> Say goodbye to &quot;hold, please,&quot; thanks to all the innovative platform features that make.\r\n<ul> <li>Support customers over their favorite channel. 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Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png"}],"characteristics":[],"concurentProducts":[],"jobRoles":[],"organizationalFeatures":[],"complementaryCategories":[],"solutions":[],"materials":[],"useCases":[],"best_practices":[],"values":[],"implementations":[]}},"aliases":{"1":["pardot-b2b-marketing-analytics","salesforce-commerce-cloud","salesforce-community-cloud","salesforce-marketing-cloud","salesforce-platform","salesforce-sales-cloud","salesforce-service-cloud"]},"links":{"first":"http://apis.roi4cio.com/api/products?page=1","last":"http://apis.roi4cio.com/api/products?page=1","prev":null,"next":null},"meta":{"current_page":1,"from":1,"last_page":1,"path":"http://apis.roi4cio.com/api/products","per_page":20,"to":7,"total":7},"loading":false,"error":null,"useProductLoading":false,"sellProductLoading":false,"templatesById":{},"comparisonByTemplateId":{}},"filters":{"filterCriterias":{"loading":false,"error":null,"data":{"price":{"min":0,"max":6000},"users":{"loading":false,"error":null,"ids":[],"values":{}},"suppliers":{"loading":false,"error":null,"ids":[],"values":{}},"vendors":{"loading":false,"error":null,"ids":[],"values":{}},"roles":{"id":200,"title":"Roles","values":{"1":{"id":1,"title":"User","translationKey":"user"},"2":{"id":2,"title":"Supplier","translationKey":"supplier"},"3":{"id":3,"title":"Vendor","translationKey":"vendor"}}},"categories":{"flat":[],"tree":[]},"countries":{"loading":false,"error":null,"ids":[],"values":{}}}},"showAIFilter":false},"companies":{"companiesByAlias":{},"aliases":{},"links":{},"meta":{},"loading":false,"error":null},"implementations":{"implementationsByAlias":{},"aliases":{},"links":{},"meta":{},"loading":false,"error":null},"agreements":{"agreementById":{},"ids":{},"links":{},"meta":{},"loading":false,"error":null},"comparison":{"loading":false,"error":false,"templatesById":{"3":{"id":3,"title":"CRM"},"65":{"id":65,"title":"Marketing Automation"}},"comparisonByTemplateId":{},"products":[],"selectedTemplateId":null},"presentation":{"type":null,"company":{},"products":[],"partners":[],"formData":{},"dataLoading":false,"dataError":false,"loading":false,"error":false},"catalogsGlobal":{"subMenuItemTitle":""}}