Luncurkan AI CRM Pro Suite, Salesforce Dorong UKM Tingkatkan Penjualan

 

Salesforce baru-baru ini meluncurkan edisi terbaru solusi http://CRM Pro Suite berbasis artificial intelligence (AI) yang dirancang untuk membantu usaha kecil dan menengah (UKM) di Indonesia dalam memulai dan mengembangkan bisnisnya. 

Mengapa UKM? Berdasarkan data Kementerian Koperasi dan UKM, usaha kecil dan menengah menguasai 99% bisnis di Indonesia. Dengan total lebih dari 62 juta unit usaha, sektor UKM berkontribusi lebih dari 61% terhadap PDB Indonesia.

Tantangan yang dihadapi pelaku UKM saat ini adalah melakukan digitalisasi untuk meningkatkan skala bisnis. Padahal menurut studi yang bertajuk “Studi B2B FMCG Marketplace Indonesia Outlook 2023,” sebanyak 60% UKM di Indonesia telah merasakan manfaat penerapan digitalisasi terhadap bisnis mereka. Misalnya, kemudahan mencari penyedia barang dan jasa, serta menjangkau pelanggan. 

Bagaimana solusi CRM Pro Suite dari Salesforce dapat membantu para pelaku UKM?

Pro Suite memungkinkan UKM untuk mengidentifikasi data yang terpisah dan menciptakan visibilitas 360 derajat terhadap pelanggan yang pada akhirnya dapat mendukung CRM, AI, otomatisasi, dan analitik di seluruh proses bisnis. 

Solusi ini juga membantu meningkatkan proses menarik calon pelanggan, mendorong penjualan yang lebih cepat, menjawab pertanyaan pelanggan dengan cepat, dan memaksimalkan keunggulan AI CRM melalui AppExchange salesforce marketplace yang menjawab tantangan di berbagai industri, departemen, atau produk.

Sebagai informasi, Pro Suite merupakan pengembangan dari Starter Suite yang diluncurkan Salesforce pada tahun 2023. Starter Suite sendiri merupak aplikasi CRM terpadu yang dilengkapi dengan teknologi kecerdasan buatan (AI) yang dirancang untuk membantu usaha kecil dan menengah (UKM) dalam menjangkau, mendapatkan, dan mempertahankan pelanggan.

Sedangkan Pro Suite adalah solusi yang dikembangkan Salesforce di atas Platform Einstein 1, sebuah platform skala enterprise yang dapat disesuaikan dengan kebutuhan UKM. Pro Suite menawarkan pertumbuhan yang tak terbatas dari Starter Suite, dengan menyediakan perangkat yang diperlukan untuk mendukung proses bisnis yang lebih kompleks. Selain fitur yang ditawarkan oleh Starter Suite, Pro Suite juga menyediakan fitur canggih seperti otomatisasi alur kerja dan proses, estimasi dan penawaran penjualan, serta live chat untuk layanan pelanggan.

"UKM memegang peranan penting dalam pertumbuhan ekonomi Indonesia, yang berkontribusi secara signifikan terhadap bisnis dan lapangan kerja. UKM biasanya kesulitan untuk meningkatkan skala bisnis mereka ke tahap pertumbuhan lebih lanjut karena keterbatasan sumber daya untuk mengelola proses yang lebih kompleks. Upaya menemukan cara-cara baru guna meningkatkan efisiensi dan melakukan inovasi sangat penting dilakukan untuk menghadapi tantangan dan lanskap bisnis yang semakin kompetitif," ujar Sujith Abraham, Senior Vice President dan General Manager Salesforce ASEAN.

Sujith menjelaskan bahwa Pro Suite membantu UKM mengatasi tantangan berupa data silos, menciptakan sistem terintegrasi untuk data pelanggan dengan Data Cloud, dan memperdalam hubungan dengan pelanggan.

Sebagai solusi yang terjangkau, intuitif, dan terukur, Pro Suite menempatkan UKM pada posisi yang tepat untuk meningkatkan produktivitas dan efisiensi, serta menjawab tantangan bisnis di Indonesia saat ini," pungkasnya.

Sumber: https://www.startsmeup.id/2024/04/luncurkan-ai-crm-pro-suite-salesforce.html

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Kegunaan Modul Pricebooks di VtigerCRM

In this blog we will be explaining the functionalities behind Price Books.

Price books are required to allow provision of differentiated price lists for different customer groups.

As per your requirement you can vary your selling prices to customers, based on various criteria, such as special offers, preferred customer pricing, bulk discounts and so on.

In our example, there are two price formats – the base unit price, which is a fixed price decided by manufacturer, or a list price which is usually the ‘Recommended Selling Price’ – it may vary according to the manufacturer’s understanding with the reseller.

If you want to add a Price Book manually, it can be done in two ways.

By clicking on [+] icon, or, by clicking on the ‘Quick Create’ dropdown, then selecting ‘Price Book’.

Ensure that you complete the mandatory and / or required fields, and then click on the Save button. (As shown in the below image)

Once you have clicked Save, and it has been successful, you will now see it displayed in the list of view of the Price Book homepage.  If you enter into your respective Price Book it is easily visible that products are under the ‘More Information’ tab;

Click on it, and select the product as show in the following snapshot:

Select the product and define the list price accordingly. You can also select multiple products at one single time, and then click on add to price book.

Finally, confirm your related products, or services are linked to the Price Books record by clicking on the book symbol for the product in your quotes, invoice etc. (as mentioned in the below image).

So this blog teaches you how to work with the Price Book module.

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Kegunaan CRM bagi industri Properti

In the world of real estate dealings, constant offers, requirements keep pouring in. Each client has an exclusive set of specified demands and it is extremely mandatory for a real estate dealer to find a property to suit the exact needs of the client to make the best out of a deal. Even for a lead or a prospect client, closer the offer is to a prospects’ needs, higher are the chances of striking a deal.

Many of the real estate dealers might be relying on conventional methods of keeping a track of customer needs and trying to match up their listings with them, the smarter ones are now shifting to a more sophisticated, reliable and efficient methods: integrating CRM into their work methods. In a world of real estate, where ups and downs are frequent, each deal holds immense importance. Only, in an efficient work environment is it possible to closely follow each deal and have each customer satisfied!!

The best way to improve your efficiency on the whole is fusing a CRM into your workplace and making the most of it.

For starters, a CRM would:

•         Help in track property listings in detail.
•         Relate them with the needs of a customer.

This leads to a faster follow-up with client and hence would always have them coming back to you for your great service. Even if you are on a move, going around with clients to show different properties, you can always have a CRM on your phone. here, CRM will enable you in tracking the properties that suit the clients needs. You can also see the list of properties already shown, in case of a revisiting client.

Not only that, a CRM also helps in effective lead management and eventual lead capture. A CRM comes loaded with a set of tools, which aim to not only increase the clientele but also improve employee efficiency by making tedious tasks easy for them. Studying the needs of a lead, making appropriate offers to them and regularly keeping in touch with them becomes a cakewalk.

This holds true even for existing clients. Having a portal to study the demands of an existing client, it’s always easier to make him newer offers.

For any ongoing deal in real estate sector, CRM  plays a miraculous role. Scheduling meetings, making payment or visit reminders is just so easy.

CRM software aims to help you track all the valuable information you have and make the best use of that information to maximize your clients and for satisfaction of each one of them.

A CRM is generally cloud based technology but certain customized versions are available for offline support as well.

What’s best about CRM is that if you choose wisely and go for CRM’s like vTiger, CloudYogi and SugarCRM, you have the option of easily adding up new fields to your existing CRM structure. These additions in fields help you in keeping up with any new changes you plan to introduce in your real estate company.

Sending bulk-e-mails, faster responding to queries, generating better offers to suit a prospects’ needs, better management of leads and efficient contact with prospect and current clients are just a few things your CRM will take care of.

The best part about CRM software is its user friendly interface. You don’t need to be an expert in computers to be making the most out of CRM. If you can use facebook, you are good to use a CRM.

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Fitur keamanan di Vtiger CRM

Vtiger CRM is one of the most widely used CRM across the globe.

The various features and modules of Vtiger ensure proper integration and utilization of the information resource. Thus it can be easily established that a CRM is like an information pool, storing large, critical and confidential company data.

Being sensitive to our client needs, we have understood the importance of not only providing an software to manage and store all this data, but also provide something that ensures complete and advanced protection of that data.

So we present a custom security design for the Vtiger CRM.

What does this security add-on do?

1.       It prohibits multiple log-ins from a single ID.
2.       It comes with an auto log-out feature.

How are these Features helpful?

1.       Prohibition of multiple log-ins from a single ID on the Vtiger will make sure that you are logged in only from one account. Thus, when you open your CRM from a different device, you can easily know if you have left your account in activity at some other device and hence prevent a probable case of information theft or loss.
2.       The auto log-out feature will work to look for inactivity from the account. If inactivity is detected in any user account for a specified time period, this security feature will automatically log out that particular user. This ensures that if someone accidentally leaves their ID logged in, no information from their data can be misused. You now can leave your desk in a hurry, assured that all your confidential information will not be under any privacy threats.

This feature is available without any extra cost for our existing and future customers.

If you are a CRM vendor/provider and wish to make this security feature available to your customers, you can do so simply by joining hands with Target Integration and purchasing it as a white labelled product from us. This will help you make your customers happy with no extra effort.

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Apakah investasi CRM layak ?

Companies around the globe are using Customer Relationship Manager (CRM) software. But is it really worth the time and money which is being put in to it?

Why not!

A CRM is a very simple to use and an intelligent software, which can incorporate easily with businesses of any size and nature.

What can a CRM do for a Business?

Any CRM, which is customized judiciously to suit the company needs, size, the number of employees and customers, can prove to be an asset to the company.

Wish to find out in detail? Read on then!

Effect on the Business Returns.

With a CRM in your business, the lead to opportunity conversion rate increases. This happens, as a CRM enables you and your employees to track and utilize the information about a lead in depth. Hence, a higher chance of capturing the lead by showing him how your product helps him achieve his business objectives better.

Optimized Marketing techniques.

With all your customers’ interests and purchase patterns right before you, it becomes immensely easy for you to figure out the right kind of techniques at the right time to attract a larger customer base. Thus, your marketing campaigns tend to pay-off better. Also, a thorough study of the stored customer data can help you make up-sales and cross-sales.

Enrich Customer Relations.

The prime aim of a CRM software is to help you strengthen your relationship with your customers. This is accomplished when you regularly update the CRM with information about each customer. Thus, at time of each interaction with your customer, you can bank upon that stored information and draw necessary conclusion which will help you not only in strengthening your relations but also boosting sales.

Boost Employee Productivity.

Using a CRM can help your employees perform more efficiently. This is happens because of 2 reasons:

1.       They have a lot of their paperwork and other trivial tasks dumped onto the software.
2.      They have a clearer picture about their tasks and hence will accomplish them better.
3.       Now, with information structured before them in a better manner, they will be able to use it well.

Enhanced Communications.

This applies to both external and internal communications. A good CRM software comes fully loaded with tools to communicate with not only with the customers but also for the internal communication between employees and bosses. This strengthens an organization’s work processes and is reflected on their work.

Thus, a CRM is not just a software to input customers’ details, there is much more to it. A well-integrated CRM software can truly help an organization gain strong hold of their trade and get an edge over their competitors, building themselves into an identity.

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Perbedaan Vtiger CRM dan Salesforce CRM

Vtiger CRM: Available in both open and closed source version, Vtiger customer relationship management software is an easily customizable software.

 Salesforce CRM: Salesforce CRM is one of the main products of the company Salesforce. It provides CRM to all sizes of business enterprises. Vtiger vs Salesforce: The table below highlights the main differences between Vtiger and Salesforce CRM.

Basics	Vtiger CRM	Salesforce.com		Salesforce.com
		Sales Cloud		Service Cloud
Edition	Standard	Professional	Enterprise	Professional	Enterprise
Accounts	Yes	Yes	Yes	Yes	Yes
Contacts	Yes	Yes	Yes	Yes	Yes
Chat	Yes	Yes	Yes	Yes	Yes
Email	Yes	Yes	Yes	Yes	Yes
Mass Email	Yes	Yes	Yes	Yes	Yes
Workflows	Yes	Yes	Yes	Yes	Yes
Mobile	Yes	Yes	Yes	Yes	Yes
Reports	Yes	Yes	Yes	Yes	Yes
Dashboards	Yes	Yes	Yes	Yes	Yes
Customizable Layout	Yes	No	Yes	Yes	Yes
Sales & Marketing
Content Library/Attachments	Yes	Yes	Yes	No	No
Document Attachments	Yes	Yes	Yes	No	No
Email Integration	Yes	Yes	Yes	No	No
Task & Activity Tracking	Yes	Yes	Yes	No	No
Customizable Sales Process	Yes	Yes	Yes	No	No
Email Templates	Yes	Yes	Yes	No	No
Microsoft Mail Merge	Yes	Yes	Yes	No	No
Opportunity Tracking	Yes	Yes	Yes	No	No
Campaigns	Yes	Yes	Yes	No	No
Contract Management	Yes	Yes	Yes	No	No
Product Tracking	Yes	Yes	Yes	No	No
Quotes	Yes	Yes	Yes	No	No
Role Permissions	Yes	Yes	Yes	No	No
Profiles	Yes	No	Yes	No	No
Offline Access	Yes	No	Yes	No	No
Sales Teams	Yes	No	Yes	No	No
Territory Management	Yes	No	Yes	No	No
Project Management
Service Module	Yes	No	No	No	No
Service Contracts	Yes	No	No	No	No
Projects	Yes	No	No	No	No
Project Tasks	Yes	No	No	No	No
Announcements	Yes	No	No	No	No
Mail Converter	Yes	No	No	No	No
Project Milestones	Yes	No	No	No	No
Service
Asset Management	Yes	No	No	Yes	Yes
Trouble Tickets	Yes	No	No	Yes	Yes
Auto Email Response	Yes	No	No	Yes	Yes
Ticket Management	Yes	No	No	Yes	Yes
Customer Portal1	Yes	No	No	No	$125 / CUSTOMER PORTAL ACCOUNT / MONTH
Knowledge Base	Yes	No	No	No	Yes
Webmail	Yes	No	No	Yes	Yes
Social Conversations	No	No	No	Yes	Yes
Email Integration	Yes	No	No	Yes	Yes

Find the right CRM for your business based on what it has to offer!

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CRM atau ERP Software ?

CRM vs. ERP Software

APRIL 10, 2014 - BY ALEX FISHLEDER

Enterprise Resource Planning (ERP) software and Customer Relationship Management (CRM) software are not mutually exclusive; in fact depending on the business environment they complement each other by reducing costs and increasing profits.  Utilizing both CRM and ERP can keep management abreast of core business processes and effectively manage customer interactions.

ERP might be a great starting place for management to learn how the sales and marketing departments are performing but unfortunately ERP will fail to show key Indicators that are exclusive to CRM. Bellow we discuss and compare each system`s merits and uses.

CRM

Contrary to popular belief, CRM is not just a piece of software used to manage a company`s customer interactions. Customer Relationship Management is the name given to the methodology used to manage customer relationships in an organized fashion. CRM can be defined as “The tools, technologies and procedures to manage, improve, or facilitate sales, support and related interactions with customers, prospects and business partners.”

Traditionally, most people think of CRM as the software used by sales reps to maintain contact with clients and prospects. But in reality CRM can be used by most departments for different purposes. For example, sales management may use CRM to create accurate sales projections, while  support teams find CRM helpful as a tool to keep track of issues and tickets. Modern CRMs also have marketing automation functions that enable Marketing to send mass emails and monitor marketing KPIs. When it comes to CRM uses the sky is the limit, and almost every department can benefit from using or having access to CRM data.

In a nutshell, the goal of a CRM system is to provide a tool to easily sort and organize customer and prospect data as a way to optimize customer relations and ultimately increase the bottom line.

ERP

While CRM focuses on the customer or front office side of the business ERP systems focus on the business at large. ERP allows different departments to easily share information with the rest of the company with the goal of automating and improving the overall efficiency of processes. ERP integrates all business units and departments such as manufacturing, product development, finance etc.  Automating these processes and having this information helps leadership review crucial company metrics to make better strategic decisions.

In other words ERP is a back office application since it has no direct relation to customers.

CRM and ERP

Notice how the title of this section is not “CRM or ERP “. Both systems serve quite different yet very important purposes. CRM fuels the business by managing the customers or the “lifeblood” of every for profit enterprise.  At the same time ERP allows management to steer the business around any obstacles it may encounter.

Having both ERP and CRM systems in place is an efficient way for companies to increase profits (CRM) while at the same time better manage expenses (ERP).

Usually a business will first adopt a CRM system since it needs to have well established business processes and several separate departments before it starts worrying about optimizing them. If a small business is housed in a small one room office and all “teams” are within earshot of each other, why would they need ERP?

On the contrary a CRM system will aid in attracting customers (marketing automation) and improve relationships with clients (sales force automation) creating new business opportunities and ultimately helping the business grow to the point when an ERP system becomes a necessity.

Integrating CRM with ERP

Once a business has phased in an ERP system alongside its CRM it may be time to start thinking about integrating both systems and close any information gaps.

Lack of integration may mean there are information gaps within the company.  For example a manufacturer may keep accounting records within the ERP while the sales team is tracking opportunities and wins in the CRM system which requires orders to be manually entered into the ERP thus increasing the probability of errors. On the same vein, a sales rep might not be aware of a customer`s credit information and might be unaware of any credit holds or outstanding balances.

Before purchasing any type of business software, organizations should evaluate their specific needs and understand what software addresses their main pain points.  Here at Maximizer Software we recommend every business adopts CRM, but if your business challenges are more structural in nature it may be time to consider an ERP solution.

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CRM semakin berkembang, kata Gartner

CRM Is Mature and Growing Nicely, Gartner Claims

By Erika Morphy  |  May 22, 2015 

The customer relationship management (CRM) market is well-established, mature and growing at a healthy clip. That's Gartner's headline finding in its latest global analysis of this software category.

Specifically, it found that worldwide CRM software investments grew to $23.2 billion in 2014, up 13.3 percent from 20.4 billion in 2013.

And it was the best kind of growth of all: organic expansion into new markets. "Large vendors leveraged their acquisitions to extend their position in new markets and to enrich the depth of their current feature sets in 2014," said Joanne Correia, research vice president at Gartner. 

Market Leaders

In 2014, the top 10 CRM vendors accounted for more than a 60 percent — or $14 billion — of total CRM spending, Gartner reported. The biggest of the big are Salesforce, SAP, Oracle, Microsoft and IBM, which hold the top five positions.

However, there is increasing competition, both among the large vendors and from the endless supply of start ups focusing on niche CRM areas. "We saw market consolidation continue," Correia added, "and price wars started quickly as large vendors fought to keep their installed base from moving to other vendors and to stop the descent of their maintenance revenue."

Despite that, it appears that CRM's overall course will remain set for the foreseeable future. In other words, any disruption in terms of a new technology or a new player will be sudden and unexpected. Growth will continue, but along the trends already in place.

But there's one big caveat: As R Ray Wang, the principal analyst, founder, and chairman of Silicon Valley-based Constellation Research, astutely noted in a blog post two years ago, estimates of CRM software market share are only educated guesses. 

"In reality, the market sizing game for enterprise software is both an art with some science. Having played this role as a vendor in an Analyst Relations capacity in a past life, one knows that executives can not disclose such financial information directly to a research or market sizing firm," he wrote.

The research analysts must play a guessing game with the software executive and ask 100 questions to zero in on a number. Unlike hardware, where individual counts are more obvious, software revenue sizing requires analysts to dig deep into financial statements and any conversation where growth rates have been discussed. Revenues are hidden in bundling, suite sales, discounting schemes, channel revenue deals, OEM arrangements, and inter-company transfers. To complicate matters, SaaS revenue calculations can differ from how on-premises revenues are calculated. Analysts must also determine the truthfulness of vendors who are trying to indirectly guide analysts to the “right” numbers. In short, this is hard work."

Driving Forces

Suffice to say there is some subjectivity involved when it comes to the market leaders. However, there is more alignment about bigger issues, including overall market trends. In this report, Gartner identified several of interest. For example:

SaaS reigns: Software-as-a-Service is a big reason why companies embrace these CRM applications and will continue to be so in the near term. Gartner reported that SaaS accounted for almost 47 percent of total CRM software revenue in 2014.

"This is driven by organizations of all sizes seeking easier-to-deploy and faster-ROI alternatives to modernizing legacy systems, implementing new applications or providing alternative complementary functionality," Correia said.

Pure-play functionality is in demand: Companies are still interested in pure play functionality, at least where it lines up with the own needs. SaaS makes adding on such features and applications easy and relatively cheap. That trend as well was reflected in these numbers, as pure-play vendors generally saw strong revenue growth.

CRM is global: Emerging markets have been a source of growth of in the CRM market for some time and 2014 proved no exception. Gartner found that emerging Asia Pacific countries formed the fastest-growing region with 18.7 percent of spending in 2014. Europe and the rest of Asia, greater China and Latin America also experienced good growth, albeit in the low double digits. Here, Gartner noted that growth was slower than in 2013 due to economic issues. The Middle East and North Africa and mature Asia Pacific markets had the healthiest growth, Gartner found, while Sub-Saharan Africa posted the lowest growth.

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