Salesforce Customization And Implementation – Crm?
How can I integrate my website registration page with salesforce.com crm ?
Can any one here help me on Salesforce customization for Web Service?
How can I integrate my website registration page with salesforce.com crm ?
Can any one here help me on Salesforce customization for Web Service?
Salesforce CRM Implementation Plan
STEP 1: Plan and Prepare
One of the best investments you can make in your Salesforce CRM success is to have a clear plan. Just as you wouldn’t build a house without a blueprint, you don’t want to start with Salesforce CRM without a plan. A plan will help you to communicate with everyone, to do things in the right order, identify key resources, and keep a clear end date in everyone’s mind.
As you plan and prepare to get Salesforce CRM up and running, complete the following steps (in this order):
Build your team
Define and prioritize your goals
Define your process
Map your process to Salesforce functionality
Define the reports you need
Train your administrator
Communicate with all your users
Ready? Click Plan and Prepare and watch the plan unfold.
STEP 2: Set Up Salesforce
This section tells you how to take the next steps by setting up your basic company information in Salesforce CRM. These settings include:
Company Profile
User Profiles
Organization-Wide Settings
Role Hierarchy
Ready? Click Set Up Salesforce to define how Salesforce CRM works behind the scenes.
STEP 3: Make Salesforce Your Own
When you sign on with Salesforce CRM, it’s ready to use as is. But you can easily modify (customize) Salesforce CRM so it’s a good fit for your business and your users. In fact, the more you customize the application to fit your specific users, the more comfortable they’re likely to be – and customization can do great things to boost your adoption rates.
In this section, you’ll learn about customization and get links to step-by-step procedures for making Salesforce CRM your own.
Customization tips and tricks
What can you customize
To lead or not to lead?
Capturing leads from your web site
Ready? Click Make Salesforce Your Own to customize Salesforce CRM for your users.
STEP 4: Ready Set Go
When you have Salesforce CRM set up the way you want it, you’re ready to add users. The final task before you’re ready to go live is to import your data into Salesforce CRM . To help you, Salesforce CRM has wizards to walk you through the process and provide some tips along the way. When the import is complete, you’re can start to train your users and announce that Salesforce CRM is ready for business. Note: This import step is probably the most complex task in any Salesforce project. For that reason, you may want to look into getting help from a salesforce.com partner or from Salesforce.com Consulting.
In this section, you’ll learn about:
Adding users
Importing your data
Training your users
Sending out the go-live announcemenet
Ready? Click Ready Set Go to prepare to go live.
STEP 5: Make Salesforce CRM a Success
Hello,
Salesforce provide Web-to-Lead functionality out of the box, which can be used to capture contact information from your website into your salesforce.com CRM.
If your website is developed in ASP.net or php etc and your registration form is integrated with your internal database then you need to customise the web-to-lead code to dual post the data (i.e to your internal database and to the Salesforce crm database).
If you need any further information, please send a message to info@apexcloud.com.
Regards,
Fareed
Technical Director
Apex Cloud
http://www.apexcloud.co.uk