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Salesforce

Salesforce to help you manage your sales efficiently

Solution

What is Salesforce?

Salesforce is the No.1 customer relationship management (CRM) platform,
supporting a variety of features such as statistical data extraction for sales, customer service, and marketing departments

Salesforce provides easy and fast speed, and is a solution optimized for customer needs.
Therefore, it is evaluated as a solution suitable for the rapidly changing IT era.

It also has features that can be used with various solutions such as Slack and Tableau.
Based on this, you can secure data connectivity at your customer touch points.

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Average earnings growth
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Increase marketing ROI
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Increased productivity
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Increase customer satisfaction
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%
IT cost reduction

Source : Salesforce Customer Success Survey (2017-2019)

Why idsTrust?

Why do you need Salesforce?

Keeping abreast of up-to-date customer data is critical as businesses continue to operate.
Additionally, there is an increased need for sales teams to spend less time on administrative tasks to improve productivity.

As customer needs become more diverse in the modern world, tools to tailor and manage these customers are urgently needed.
Efficient collaboration and better decision-making within the company's sales/marketing departments have become necessary.

As a result, companies are turning to Salesforce to successfully manage large customers and support higher-level sales activities.

  • Increased need for easy access to up-to-date information about customers ,[object Object], (centralized customer data management)
    Increased need for easy access to up-to-date information about customers
    (centralized customer data management)
  • Sales team needs to reduce time on simple management tasks
    Sales team needs to reduce time on simple management tasks
  • Need for a data-driven, personalized customer interaction strategy
    Need for a data-driven, personalized customer interaction strategy
  • Efficient collaboration between sales, sales management, and marketing departments is required
    Efficient collaboration between sales, sales management, and marketing departments is required
  • Need for better decision support through rich customer data analysis
    Need for better decision support through rich customer data analysis

Why idsTrust's Salesforce?

  • Domestic No.1 pharmaceutical CRM operation experience
    Based on the experience of operating the No.1 pharmaceutical CRM in Korea,
    we support you to successfully achieve digital innovation.
  • Focus on 'How to use'
    We think about 'How to use' and provide consulting
    for successful Salesforce CRM adoption.
  • Approach based on understanding of CRM
    We support the introduction of Salesforce based on domain knowledge and understanding of CRM.
  • Sustainable upgrade
    We continuously provide system integration and execute prompt upgrades through customer feedback.

Key features

  • 01Global Best Practice

    Global No.1 CRM platform Salesforce is used by 96% of Fortune 100 companies. In addition, Data-centric Customer 360 is realized and regular free upgrades are provided three times a year.

  • 02Fast implementation

    Salesforce is S/W that provides both SaaS and PaaS environments and is easy to build quickly. Through this, we apply the best practices of the SaaS environment and apply the sales know-how that has been useful in the PaaS environment.

  • 03Field-centric CRM

    Customer data management and processes operate for the purpose of acquiring genuine customers. Dashboard in mobile environment is supported for smooth customer response in the field.

Main functions

  • Customer 360
    Customer 360
    Data related to customer needs can be grasped at a glance
  • Sales activity management
    Sales activity management
    Easy to understand the relevance and history of customer data
  • Easy to check movement route
    Easy to check movement route
    Salesperson movements can be checked on a map
  • Dashboard by individual/department
    Dashboard by individual/department
    Easy to understand data with a dashboard that combines multiple reports
  • Sales data
    Sales data
    Prompt customer response by referring to sales data by theme

Expected effects

Expected effects of using Salesforce

Expected effects differ depending on the position of the salesperson, sales manager, marketing department, company, and customer.
What is clear is that various expected effects related to ‘sales’ activities are created.

For salespeople and sales managers, it is easy to establish a sales strategy by checking the sales activity history.
The marketing department is also better able to formulate marketing strategies, and the company becomes easier to manage customer information.
Customers can experience systematic customer management and feel high satisfaction.

Salesperson
  • Check sales activity history
    Account / customer information
  • Establish sales activity plan
    Establish sales strategy
  • Goal, performance management
    Monthly Cumulative Management
  • Daily reporting lead time zero
    Real-time reporting
Sales manager
  • Establish sales strategy
    Day/week/month activity management
  • Sales activity coaching feedback
    Real-time feedback
  • Live monitoring
    Daily, weekly, monthly report
Marketing department
  • Establish a marketing strategy
    Day/week/month statistics management
  • Discovering success cases / verification
    Day/week/month activity management
  • Sales data management
    Use customer feedback
Company
  • Cumulative management of account/customer information
    Asset of sales activity information
  • Minimize salesperson turnover risk
    Taking over
  • Information sharing between companies/departments
    Joint data management
Customer
  • Unified value customer experience
    Customer data accumulation management
  • Systematic customer management
    Customer stage management
  • Increase customer satisfaction
    Field-oriented CRM
Salesforce Success Stories