2. B2/6/2 Vashi ,Navi Mumbai, Contact:09892900103/9892900173
salesforcetraining.vibranttechnologies.co.in
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A Few Reasons…
• Good Cause: Private sector helping to advance the public sector with more than just
talk…Product, Equity and Time.
• Affordability: Nonprofit gift delivered at a quarter of the price of similar database solutions.
• Accessibility: Web based solution allowing you to utilize volunteers, interns and staff more
effectively. Utilize Mac and/or PC interchangeably and reduce the need to upgrade and maintain
hardware and expensive networks.
• Security: Web based solution allowing to forgo the need for backups and providing a safe
environment for your data.
• Tried and Tested: Used by more than 2000 qualified nonprofit organizations world wide.
• Best of Breed: The most affordable, dynamic CRM on the market for Nonprofit organizations.
• Support: Contact Idealist Consulting or other Nonprofit Partners to support you with your
adoption of Salesforce.
• Dynamic: Manage track and report on… constituent data, fundraising campaigns, volunteer
opportunities, memberships, donations, grants and much more.
3. B2/6/2 Vashi ,Navi Mumbai, Contact:09892900103/9892900173
salesforcetraining.vibranttechnologies.co.in
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salesforcetraining.vibranttechnologies.co.in
Good Cause
Salesforce foundation concentrates on the use of technology,
specifically as it relates to organization with youth development
programs. Fostering a culture of caring through…
Product: The Salesforce Foundation gifts Content Relationship
Managers to help support the Nonprofit Community.
Equity: give a financial leg up to non-profits—both large and
small—that are in need.
Time: Their employees give freely of their time and expertise,
feeding the homeless, tutoring kids, improving nonprofit spaces,
and offering hundreds of helping hands when the world is faced
with devastating natural disasters.
4. B2/6/2 Vashi ,Navi Mumbai, Contact:09892900103/9892900173
salesforcetraining.vibranttechnologies.co.in
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Affordability
The Salesforce Foundation gift program provides…
• 10 Enterprise Edition licenses of Salesforce.com (value $15,000 per year).
• Free online training
• Free upgrades
• Ability to avoid hidden costs traditional in other CRM’s (See Diagram)
5. B2/6/2 Vashi ,Navi Mumbai, Contact:09892900103/9892900173
salesforcetraining.vibranttechnologies.co.in
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salesforcetraining.vibranttechnologies.co.in
2. Update Your Profile
Updated Profile – Start with your Photo
By updating your profile and contact information, you make it easier to connect and
share with other users
Tips on what to include on your profile
• Photo
• Updated contact information
• Key skills
• Past jobs
• Location
• Hobbies
6. B2/6/2 Vashi ,Navi Mumbai, Contact:09892900103/9892900173
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The Ever-Evolving SFA
• Early 1990’s companies with field sales forces
were faced with tremendous amounts of
customer information.
• Software vendors realized this unmet and
unrecognized need.
• Info about customers was kept in “little black
books” that left with the sales reps.
7. B2/6/2 Vashi ,Navi Mumbai, Contact:09892900103/9892900173
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The Promise of SFA
• Putting account information directly in the
hands of field sales staff.
• Making them responsible for it with the
promise of…..
• Making them more productive.
• Synchronize information with the
corporate client/server database.
8. B2/6/2 Vashi ,Navi Mumbai, Contact:09892900103/9892900173
salesforcetraining.vibranttechnologies.co.in
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Sales Force Automation Tools
• Sales Process/Activity Management
– Include a sequence of sales activities
– Guide sales reps through each discrete step in
the sales process
Opportu
nity
Generat
ed
Opportunity
Generated
Lead
allocated
Prospect
contacted
Prospect
qualified
Solution
identified
Order
placed
Sales
process
Sales
activity
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Sales Force Automation Tools
• Sales Process/Activity Management (cont)
– Offer calendars to assist in the planning of key
customer events
• Proposal presentations
• Product demonstrations
– Alarm Reminders
• Signal important tasks
• Generate documents as they are needed
• Make decisions based on the user’s input
– Generate a mailing suggestions
10. B2/6/2 Vashi ,Navi Mumbai, Contact:09892900103/9892900173
salesforcetraining.vibranttechnologies.co.in
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Sales Force Automation Tools
• Sales and Territory Management
– Tools that enable sales managers and executives on-demand
access to sales activities
• Before, during and after the order
– Enables managers to set up sales teams and link individual
accounts, regions and industries.
– Allows tracing of territory assignments and monitor pipelines and
leads for individual territories.
– Allows optimization of individual teams
11. B2/6/2 Vashi ,Navi Mumbai, Contact:09892900103/9892900173
salesforcetraining.vibranttechnologies.co.in
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Sales Force Automation Tools
• Lead Management
– Also known as “opportunity management” and “pipeline
management”
– Track customer account history
– Monitor leads
– Generate next steps and
– Refine selling efforts online
– Allows sales management to automatically distribute client leads to a
field or telemarketing rep based on the re’s product knowledge or
territory
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Knowledge Management
• Many CRM tools geared to SFA include
functions specific to accessing and
conversing on a range of corporate
documentation to supplement sales efforts
and provide fast data during the heat of a
sale.
13. B2/6/2 Vashi ,Navi Mumbai, Contact:09892900103/9892900173
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SFA and Mobile CRM
• From Client/Server to the Web
– SFA functionality now rests on a headquarters
Web server running CRM software
– Eliminates the traditional support costs of
managing communications
– Resource expenses are less than those needed
to support the old client/server mode.
14. B2/6/2 Vashi ,Navi Mumbai, Contact:09892900103/9892900173
salesforcetraining.vibranttechnologies.co.in
enquiry@vibrantgroup.co.in
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SFA and Mobile CRM
• SFA Goes Mobile
– Support for handheld devices is the next step in the evolution.
– According to the Aberdeen Group, 74 million people will have
access to the Web via wireless technology by the year 2004.
• PDA’s
• Cell phones
• Web Phones
• Two-way pagers
• Tablet PC,
• Etc.
15. B2/6/2 Vashi ,Navi Mumbai, Contact:09892900103/9892900173
salesforcetraining.vibranttechnologies.co.in
enquiry@vibrantgroup.co.in
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Sales Force Automation Tools
• Field Force Automation (FFA)
– Part customer service and part sales force
automation
– Also known as “field service management”
– Field technicians receive dispatch orders via their
PDAs, pagers, and cell phones
– Making use of these same devices during the
actual repair.
16. B2/6/2 Vashi ,Navi Mumbai, Contact:09892900103/9892900173
salesforcetraining.vibranttechnologies.co.in
enquiry@vibrantgroup.co.in
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Where to Get More Information
Vibrant Group:
www.vibrantgroup.co.in
Vibrant Technologies & Computers
www.vibranttechnologies.co.in/technologies.vibrantgroup.co.
in
Vibrant HR Team
www.hr.vibrangroup.co.in
