Sales force Testing Concepts and basics

Hey Folks,

Couple of things on CRM.

CRM stands for customer relationship management that is basically software and refers to all tools, techniques, technologies, and strategies. CRM system assures that all customer interaction will execute smoothly and efficiently as a result of which the overall business profit will be increased.

The main and central purpose of the CRM system is to improve the business and client relationship by using smart tools so that an effective and successful strategy to communicate with customers can be developed. CRM system stores data centrally in a unified way to the users can easily access and manage the huge amount of important data efficiently.

CRM system is adopted by almost every big, medium and small sized organizations as it is found advantageous to them

·         Transparent and simplified work process

·         Advance report generation tools

·         Detailed reports and analytics on team’s performance

·         Security, scalability and mobile access of the CRM

·         Immediate access to all important customer information that can significantly speed up the workflow

·         The greater impact of improved CRM strategy via personalized marketing and target audience

CRM offers the following benefits to the organizations:

·         Improved customer relation

·         Increased and improved revenue

·         Maximized cross-selling and upselling

·         Better internal communications

·         Optimized marketing

Salesforce is a cloud-based technology

Technologies used by Salesforce 

·         Apex: Salesforce has its own programming language. So, to use Salesforce, you need to learn Apex programming language.

·         Visualforce: It is the owned front-end programming language for Salesforce. Visualforce is required to learn to work in the Salesforce platform.

·         Compiler: Salesforce has its own compiler to execute Apex programming language or Visualforce pages.

Different Type of Salesforce CRM Cloud

1. Sales Cloud
• Sales Cloud is a part of Salesforce.com, which is centered on improving the adequacy of the business group of an association and henceforth builds the amount of sales. It is one of the different sales techniques as it provides both the account information of the client and the data accumulated from the social stages about the product and client. This helps in passing judgment on the capability of a prospective customer and bringing the deals faster.
• Key features of Sales Cloud:-
• Contact management
• Opportunity management
• Personalized campaigns
• Leads management
• Reports and Dashboards
• Sales forecasting
• Workflow and approvals
• Territory models management
• File sync and sharing
• Sales performance management
• Management of onboarding, training and supporting sales partners
2. Marketing Cloud
• This platform of Salesforce is specifically for the marketers that allow them to create and manage marketing relationships and campaigns with customers
3. Service Cloud
• This platform of Salesforce is centered around offering help and help to the clients. These aides in holding the clients, expanding their fulfillment, and reliability
• Key features of Service Cloud:-
• A customized console for services
• A knowledge based system
• Social customer service
• Live chat service
• Device-friendly platform
• Service cloud communities
4. Community Cloud
• There are certain organizations that require the application availability at one set of cloud servers. So, the company which is allowing multiple servers will not provide a particular server in the cloud. But they will allow multiple customers to connect to the cloud and segment their sessions. In this, the customer will use the same hardware the other customers are using. It simply means that servers are using the same application, which makes it a community cloud
5. Commerce Cloud
6. Analytics Cloud
• Salesforce Analytics Cloud is a solid and secure cloud-based analytics platform which is created to help medium-sized organizations to huge organizations to execute quick and iterative investigation of information. With its results showed using layers of dynamic perception over hidden informational indexes
7. App Cloud
• Salesforce App Cloud is a gathering of development tools that enable developers to rapidly make applications that will keep running on the Salesforce platform
• Following are the tools utilized by Salesforce App cloud:-
• AppExchange
• com
• Heroku
• Salesforce Lightning
• Salesforce lightning components
• Salesforce lightning process builder
• Salesforce lightning connect
• Salesforce lightning schema builder
• Salesforce lightning thunder
• Salesforce lightning shield
• Salesforce trailhead

Cheers.