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International Journal of Electrical, Electronics and Computers, 5(3)
May-Jun, 2020 | Available: http://eecjournal.com/
ISSN: 2456-2319
https://dx.doi.org/10.22161/eec.533 14
Salesforce CRM: A new way of managing
Customer Relationship in cloud environment
Makrand Thakkar1
, Rajesh Rajaan2
1
Student, CSE, Global Institute of Technology, Jaipur, India.
2
Assistant Professor, Department of CSE/ IT, Global Institute of Technology, Jaipur, India.
Abstract—With the appearance of distributed computing, associations are hoping to move their Customer
Relationship Management (CRM) applications from an On-Premise environment or we can say local servers
to an On-Demand environment that is on cloud server. On-Premise environment is when association has the
framework and programming inside their system. In On-Demand environment, outsider has the base and
programming and charges the relationship in light of its participation show. Salesforce is the principle On-
Demand CRM thing.
Keywords— Cloud environment; CRM; force.com platform; On- demand computing; PaaS; salesforce.com;
SaaS.
I. INTRODUCTION
Salesforce was born cloud. Center to distributed
computing or cloud computing is the idea of programming
conveyed as a Service, or SaaS. Salesforce helps you deal
with your customer connections, incorporate with
different frameworks, and manufacture your own
particular applications. This means you don’t have an
application installed on your computer. All you need is
Internet connectivity and a program, and you can sign in
from anyplace to access Salesforce. Salesforce helps you
assemble more important associations with your
customers; to better comprehend their needs, recognize
new chances to help, and address their issues speedier. [3]
This document focuses on the Customer Relationship
Management stored and managed in the Cloud
Environment on Salesforce.com platform. CRM, or
customer relationship management, alludes to software or
an application that gives organizations a chance to track
each collaboration with present and future clients. It is a
term that allows to practices, techniques and
advancements that organizations use to oversee and break
down customer alliance and information all through the
client lifecycle, with the objective of enhancing business
associations with clients, helping with client maintenance
and driving deals development. In Salesforce, all of the
information is stored securely in the cloud. Salesforce
CRM organizes your data into objects and records. An
object is a tab on a spreadsheet, and a record is like a
single row of data. [10]
The better approach for building and running
applications are engaged by the universe of cloud
computing, where we can get to applications, over the
Internet as utilities, rather than as bits of programming
running on your desktop or in the server room. [1]
Table I. On-premise vs. On-demand functions
Function On Premise
Cloud
Computing
Software
Installed on your
computer
Delivered via
service over Web
Access
Through your
computer
Through the Internet
Upgrades
Manual and
complex
Automatic and
easy
Versions
Multiple
versions to
maintain
Single code base
with no
infrastructure
maintain
Hardware
Purchase,
Maintain and
Manage
Pay for what you
need
The Force.com is the world's first Platform as a Service
(PaaS), empowering people to make and convey any sort
of business application in the cloud, totally on-request and
without programming. Also, Salesforce CRM is the
world's no.1 Platform giving SaaS. [2]
Applications that keep running in the cloud are
International Journal of Electrical, Electronics and Computers, 5(3)
May-Jun, 2020 | Available: http://eecjournal.com/
ISSN: 2456-2319
https://dx.doi.org/10.22161/eec.533 15
conveyed as an administration service so organizations no
more need to purchase and keep up equipment and
programming to run them. Force.com have opened up the
foundation and made it available for anybody for
establishing any business application and running it on
the servers using the Force Platform. The Force Platform
permits to store organized information, execute business
method with work process rules, supported methodology
and custom code, coordinate with different applications,
do reporting and investigation and scale up or down—all
with sub second reaction time, high accessibility, and
security.
II. SALESFORCE CRM ARCHITECTURE
Leads: Potential prospects who are not yet
prepared to purchase or you haven't figured out what item
they require. You don't need to utilize Leads, yet they can
be useful in the event that you have group offering, or on
the off chance that you have distinctive deals forms for
prospects and qualified purchasers.
Opportunities: Qualified leads that you've
changed over. When you change over a lead, you make
an Account and Contact alongside the Opportunity.
Campaign: Creates and tracks a marketing
advertisements, such as a direct mail promotion, webinar,
or trade show.
Fig II. Salesforce CRM Custom Objects [15]
Dashboard: Represents a graphic, which indicates information from custom reports as visual parts. Access is read-
only. This object is av ailable in API version 20.0 and later.
Fig III. Architecture of Salesforce CRM
Salesforce CRM architecture is a multitenant
Architecture consisting of major three components.
Enterprise Application consists of the different
Applications used by the organizations like SAP,
PeopleSoft etc. CRM can also integrate the collection of
different databases like Oracle, Sybase or DB2. The third
important portion in the Salesforce CRM architecture
includes the files and the documents of the organizations.
These three components are collectively taken and passed
through the Meta processes like Migration, Replication,
and Cleansing etc. And finally there comes Salesforce
CRM which stores the customers detail and track the
progress via Campaign and Opportunities. [16]
III. SALESFORCE CRM OBJECTS
Objects are the database table that allows storing data
specific to any company or organization. There exist two
types of objects in Salesforce i.e. Standard Objects and
Custom Objects.
A. Standard objects
The objects provided by Salesforce.com are known as
standard objects like account, contact, lead etc. Salesforce
CRM includes these standard objects.
Account: The organizations that your association
is connected with. in short, Companies you're working
with. You can likewise work with unique individuals,
similar to solo temporary workers, utilizing Person
Accounts.
International Journal of Electrical, Electronics and Computers, 5(3)
May-Jun, 2020 | Available: http://eecjournal.com/
ISSN: 2456-2319
https://dx.doi.org/10.22161/eec.533 16
Contacts: Individuals who work at an
organization you're working with (Accounts).
Report: Report refers to an arrangement of
company specified data and information that meets
certain criteria, showed in a sorted out way. Access is
read-only.
Idea: Speaks to a thought on which clients are
permitted to remark and vote, for instance, a
recommendation for an improvement to a current item
or process. This protest is accessible in API rendition 12
and later.
B. Custom objects
The objects made by the users are called custom
objects. Custom objects store information that is unique
and vital to your organization. Custom objects give the
structure to sharing information. Custom objects have
properties such as
Custom Field
Relationship to
other object Page
layouts
A custom user interface tab[5]
IV. CHALLENGES TOWARDS SALESFORCE
CRM
Getting any new business arrangement up and running
can be a difficult task to be done. Salesforce CRM is the
simplest way to arrange and maintain the data stored on
cloud. Although there exists some difficulties for using
it.[6]
A. Lack of strategic vision
Each effective CRM extend begins with an
unmistakable vision of what you need to fulfil. That
vision will drive your procedures and choices at
each progression of your usage.
B. No project team
To be fruitful, you require the upfront investment
and support of individuals with different points of
view and abilities, including partners from all
specialty units. That way, you can maintain a strategic
distance from numerous correspondence and
selection issues before they begin.
C. No clear business process
As you work to characterize your procedure,
know about an excess of intricacy. In the event that
there are an excessive number of fields, pick lists
flooding with qualities, or ineffectively sorted out
page designs, your clients will be overpowered,
inefficient, and baffled. Keep it basic and get criticism
from planned clients before you dispatch and up and
down the path as you refine and work out your
application.
D. No change management process
Change is a given. Since Salesforce CRM is so
simple to change, you'll require a procedure to deal
with the progressions, so they don't meddle with your
business procedure or undermine your business
technique. Making a change administration arrange
keeps your association's vision, procedure, and
objectives firmly adjusted.
E. Inadequate training
It’s also a good idea to create training resources
to support your specific implementation, such as
newsletters, brown-bag sessions, and tips of the week.
Many customers create an Education Web tab to
manage their training resources.
F. Dirty data
A massive favourable advantage of a CRM
application is that you get complete visibility into the
pipeline, so you can do exact determining and use
sound judgment. Messy information frustrates the
customers and destinies that target. To clean your
information and keep it clean, you require an
arrangement. Salesforce.com can help with free and
minimal effort instruments and also with some
incredible guidance. [12]
V. SALESFORCE CRM ADVANTAGES
Salesforce CRM helps in many ways like Reporting to
higher authority, Manage clients’ data, Reminds of the
tasks or activities, for tracking the leads, Analyze the
market etc. Listed Below is some of the advantages of
using Salesforce CRM. [13]
a. Get more leads, close more arrangements, and do
speedier.
b. Effectively tracks and oversees client data.
c. Increase customer loyalty, retention, and
satisfaction.
d. Simplifies repetitive tasks so you can concentrate
on leads.
e. Connect 1-to-1 with customers on social, mobile,
and more.
f. Expect customer wants based on past behaviour.
g. Monitor and manage business anytime,
International Journal of Electrical, Electronics and Computers, 5(3)
May-Jun, 2020 | Available: http://eecjournal.com/
ISSN: 2456-2319
https://dx.doi.org/10.22161/eec.533 17
from anywhere.
VI. CONCLUSION
CRM allows you to oversee relationships with your
customers and prospects and track information
identified with the majority of your connections. It
additionally helps groups team up, both inside and
remotely, accumulate experiences from online
networking, track essential measurements, and convey
by means of email, telephone, social, and different
channels. It helps organizations to anticipate customer
needs based on their past requirements and choices.
REFERENCES
[1] Edward C. Malthouse, Michael Haenlein, Bernd Skiera,
Egbert Wege & Michael Zhang “Managing Customer
Relationships in the Social Media Era: Introducing the Social
CRM House” ELSEVIER, Journal of Interactive Marketing
27 (2013) 270–280.
[2] K.Pullarao, K.Thirupathirao “A new way of developing
applications in cloud environment using force.com
(salesforce.com)” International Journal of Computer
Application Issue 3, Volume 1 (September - October - 2013).
[3] https://trailhead.salesforce.com/salesforce_advantange_who_
we_are/sa_ who_what_is
[4] https://trailhead.salesforce.com/salesforce_advantange_what_
we_do/sa_ what_why_cloud_computing
[5] https://trailhead.salesforce.com/admin_intro_crm_basics/adm
in_intro_g etstart_crm_basics
[6] http://www.salesforce.com/assets/pdf/misc/BP_Implementati
on.pdf
[7] Lynette Ryals, Professor Simon Knox “cross-functional
issues in the implementation of relationship marketing
through customer relationship management (crm)” European
Management Journal, 2001, Vol. 19 No.5, pp.534-42.
[8] Werner Reinartz, Manfred Krafft, Wayne D. Hoyer “The
CRM Process: Its Measurement and Impact on Performance”
Journal of Marketing Research, Researchgate 2016.
[9] M. Jaiswal, "Cloud computing and Infrastructure",
International Journal of Research and Analytical Reviews,
vol. 4, no. 2, pp. 742-746, 2017. Available:
10.6084/m9.doi.one.IJRAR19D1251
[10] Musfiq Mannan Choudhury& Paul Harrigan “CRM to social
CRM: the integration of new technologies into customer
relationship management” Journal of Strategic Marketing,
2014 Vol. 22, No. 2, 149–176,
http://dx.doi.org/10.1080/0965254X.2013.876069
[11] Atul Parvatiyar & Jagdish N. Sheth “Customer Relationship
Management: Emerging Practice, Process, and Discipline”
Journal of Economic and Social Research 3(2) 2001, 1-34.
[12] Lynette Ryals & Adrian Payne “Customer relationship
management in Financial services: towards information
enabled relationship marketing” journal of strategic
marketing 3–27 (2001).
[13] A White paper on “On-Premise CRM to Salesforce Migration
- Benefits, Challenges and Best Practices”
[14] Peter C. Verhoef “Understanding the Effect of Customer
Relationship Management Efforts on Customer Retention and
Customer Share Development” Journal of Marketing Vol. 67
(October 2003), 30–45
[15] Adrian Payne & Pennie Frow “A Strategic Framework for
Customer Relationship Management” Journal of Marketing
Vol. 69 (October 2005), 167-176.
[16] https://www.salesforce.com/in/?ir=1
[17] M. Rezaei-Malek, N. Rezaei-Malek, R. Tavakkoli-
Moghaddam “Improving Performance of Customer
Relationship Management by Knowledge Management – A
Case Study” 978-1-4673-6490- 4/13/$31.00 ©2013 IEEE
[18] Veronica S. Moertini, Niko Ibrahim and Verliyantina “e-
CRM Development Method for e-Commerce System Owned
by Small Medium Enterprises” 978-1-4799-4805-
5/14/$31.00 ©2014 IEEE.

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Salesforce CRM: A new way of managing Customer Relationship in cloud environment

  • 1. International Journal of Electrical, Electronics and Computers, 5(3) May-Jun, 2020 | Available: http://eecjournal.com/ ISSN: 2456-2319 https://dx.doi.org/10.22161/eec.533 14 Salesforce CRM: A new way of managing Customer Relationship in cloud environment Makrand Thakkar1 , Rajesh Rajaan2 1 Student, CSE, Global Institute of Technology, Jaipur, India. 2 Assistant Professor, Department of CSE/ IT, Global Institute of Technology, Jaipur, India. Abstract—With the appearance of distributed computing, associations are hoping to move their Customer Relationship Management (CRM) applications from an On-Premise environment or we can say local servers to an On-Demand environment that is on cloud server. On-Premise environment is when association has the framework and programming inside their system. In On-Demand environment, outsider has the base and programming and charges the relationship in light of its participation show. Salesforce is the principle On- Demand CRM thing. Keywords— Cloud environment; CRM; force.com platform; On- demand computing; PaaS; salesforce.com; SaaS. I. INTRODUCTION Salesforce was born cloud. Center to distributed computing or cloud computing is the idea of programming conveyed as a Service, or SaaS. Salesforce helps you deal with your customer connections, incorporate with different frameworks, and manufacture your own particular applications. This means you don’t have an application installed on your computer. All you need is Internet connectivity and a program, and you can sign in from anyplace to access Salesforce. Salesforce helps you assemble more important associations with your customers; to better comprehend their needs, recognize new chances to help, and address their issues speedier. [3] This document focuses on the Customer Relationship Management stored and managed in the Cloud Environment on Salesforce.com platform. CRM, or customer relationship management, alludes to software or an application that gives organizations a chance to track each collaboration with present and future clients. It is a term that allows to practices, techniques and advancements that organizations use to oversee and break down customer alliance and information all through the client lifecycle, with the objective of enhancing business associations with clients, helping with client maintenance and driving deals development. In Salesforce, all of the information is stored securely in the cloud. Salesforce CRM organizes your data into objects and records. An object is a tab on a spreadsheet, and a record is like a single row of data. [10] The better approach for building and running applications are engaged by the universe of cloud computing, where we can get to applications, over the Internet as utilities, rather than as bits of programming running on your desktop or in the server room. [1] Table I. On-premise vs. On-demand functions Function On Premise Cloud Computing Software Installed on your computer Delivered via service over Web Access Through your computer Through the Internet Upgrades Manual and complex Automatic and easy Versions Multiple versions to maintain Single code base with no infrastructure maintain Hardware Purchase, Maintain and Manage Pay for what you need The Force.com is the world's first Platform as a Service (PaaS), empowering people to make and convey any sort of business application in the cloud, totally on-request and without programming. Also, Salesforce CRM is the world's no.1 Platform giving SaaS. [2] Applications that keep running in the cloud are
  • 2. International Journal of Electrical, Electronics and Computers, 5(3) May-Jun, 2020 | Available: http://eecjournal.com/ ISSN: 2456-2319 https://dx.doi.org/10.22161/eec.533 15 conveyed as an administration service so organizations no more need to purchase and keep up equipment and programming to run them. Force.com have opened up the foundation and made it available for anybody for establishing any business application and running it on the servers using the Force Platform. The Force Platform permits to store organized information, execute business method with work process rules, supported methodology and custom code, coordinate with different applications, do reporting and investigation and scale up or down—all with sub second reaction time, high accessibility, and security. II. SALESFORCE CRM ARCHITECTURE Leads: Potential prospects who are not yet prepared to purchase or you haven't figured out what item they require. You don't need to utilize Leads, yet they can be useful in the event that you have group offering, or on the off chance that you have distinctive deals forms for prospects and qualified purchasers. Opportunities: Qualified leads that you've changed over. When you change over a lead, you make an Account and Contact alongside the Opportunity. Campaign: Creates and tracks a marketing advertisements, such as a direct mail promotion, webinar, or trade show. Fig II. Salesforce CRM Custom Objects [15] Dashboard: Represents a graphic, which indicates information from custom reports as visual parts. Access is read- only. This object is av ailable in API version 20.0 and later. Fig III. Architecture of Salesforce CRM Salesforce CRM architecture is a multitenant Architecture consisting of major three components. Enterprise Application consists of the different Applications used by the organizations like SAP, PeopleSoft etc. CRM can also integrate the collection of different databases like Oracle, Sybase or DB2. The third important portion in the Salesforce CRM architecture includes the files and the documents of the organizations. These three components are collectively taken and passed through the Meta processes like Migration, Replication, and Cleansing etc. And finally there comes Salesforce CRM which stores the customers detail and track the progress via Campaign and Opportunities. [16] III. SALESFORCE CRM OBJECTS Objects are the database table that allows storing data specific to any company or organization. There exist two types of objects in Salesforce i.e. Standard Objects and Custom Objects. A. Standard objects The objects provided by Salesforce.com are known as standard objects like account, contact, lead etc. Salesforce CRM includes these standard objects. Account: The organizations that your association is connected with. in short, Companies you're working with. You can likewise work with unique individuals, similar to solo temporary workers, utilizing Person Accounts.
  • 3. International Journal of Electrical, Electronics and Computers, 5(3) May-Jun, 2020 | Available: http://eecjournal.com/ ISSN: 2456-2319 https://dx.doi.org/10.22161/eec.533 16 Contacts: Individuals who work at an organization you're working with (Accounts). Report: Report refers to an arrangement of company specified data and information that meets certain criteria, showed in a sorted out way. Access is read-only. Idea: Speaks to a thought on which clients are permitted to remark and vote, for instance, a recommendation for an improvement to a current item or process. This protest is accessible in API rendition 12 and later. B. Custom objects The objects made by the users are called custom objects. Custom objects store information that is unique and vital to your organization. Custom objects give the structure to sharing information. Custom objects have properties such as Custom Field Relationship to other object Page layouts A custom user interface tab[5] IV. CHALLENGES TOWARDS SALESFORCE CRM Getting any new business arrangement up and running can be a difficult task to be done. Salesforce CRM is the simplest way to arrange and maintain the data stored on cloud. Although there exists some difficulties for using it.[6] A. Lack of strategic vision Each effective CRM extend begins with an unmistakable vision of what you need to fulfil. That vision will drive your procedures and choices at each progression of your usage. B. No project team To be fruitful, you require the upfront investment and support of individuals with different points of view and abilities, including partners from all specialty units. That way, you can maintain a strategic distance from numerous correspondence and selection issues before they begin. C. No clear business process As you work to characterize your procedure, know about an excess of intricacy. In the event that there are an excessive number of fields, pick lists flooding with qualities, or ineffectively sorted out page designs, your clients will be overpowered, inefficient, and baffled. Keep it basic and get criticism from planned clients before you dispatch and up and down the path as you refine and work out your application. D. No change management process Change is a given. Since Salesforce CRM is so simple to change, you'll require a procedure to deal with the progressions, so they don't meddle with your business procedure or undermine your business technique. Making a change administration arrange keeps your association's vision, procedure, and objectives firmly adjusted. E. Inadequate training It’s also a good idea to create training resources to support your specific implementation, such as newsletters, brown-bag sessions, and tips of the week. Many customers create an Education Web tab to manage their training resources. F. Dirty data A massive favourable advantage of a CRM application is that you get complete visibility into the pipeline, so you can do exact determining and use sound judgment. Messy information frustrates the customers and destinies that target. To clean your information and keep it clean, you require an arrangement. Salesforce.com can help with free and minimal effort instruments and also with some incredible guidance. [12] V. SALESFORCE CRM ADVANTAGES Salesforce CRM helps in many ways like Reporting to higher authority, Manage clients’ data, Reminds of the tasks or activities, for tracking the leads, Analyze the market etc. Listed Below is some of the advantages of using Salesforce CRM. [13] a. Get more leads, close more arrangements, and do speedier. b. Effectively tracks and oversees client data. c. Increase customer loyalty, retention, and satisfaction. d. Simplifies repetitive tasks so you can concentrate on leads. e. Connect 1-to-1 with customers on social, mobile, and more. f. Expect customer wants based on past behaviour. g. Monitor and manage business anytime,
  • 4. International Journal of Electrical, Electronics and Computers, 5(3) May-Jun, 2020 | Available: http://eecjournal.com/ ISSN: 2456-2319 https://dx.doi.org/10.22161/eec.533 17 from anywhere. VI. CONCLUSION CRM allows you to oversee relationships with your customers and prospects and track information identified with the majority of your connections. It additionally helps groups team up, both inside and remotely, accumulate experiences from online networking, track essential measurements, and convey by means of email, telephone, social, and different channels. It helps organizations to anticipate customer needs based on their past requirements and choices. REFERENCES [1] Edward C. Malthouse, Michael Haenlein, Bernd Skiera, Egbert Wege & Michael Zhang “Managing Customer Relationships in the Social Media Era: Introducing the Social CRM House” ELSEVIER, Journal of Interactive Marketing 27 (2013) 270–280. [2] K.Pullarao, K.Thirupathirao “A new way of developing applications in cloud environment using force.com (salesforce.com)” International Journal of Computer Application Issue 3, Volume 1 (September - October - 2013). [3] https://trailhead.salesforce.com/salesforce_advantange_who_ we_are/sa_ who_what_is [4] https://trailhead.salesforce.com/salesforce_advantange_what_ we_do/sa_ what_why_cloud_computing [5] https://trailhead.salesforce.com/admin_intro_crm_basics/adm in_intro_g etstart_crm_basics [6] http://www.salesforce.com/assets/pdf/misc/BP_Implementati on.pdf [7] Lynette Ryals, Professor Simon Knox “cross-functional issues in the implementation of relationship marketing through customer relationship management (crm)” European Management Journal, 2001, Vol. 19 No.5, pp.534-42. [8] Werner Reinartz, Manfred Krafft, Wayne D. Hoyer “The CRM Process: Its Measurement and Impact on Performance” Journal of Marketing Research, Researchgate 2016. [9] M. Jaiswal, "Cloud computing and Infrastructure", International Journal of Research and Analytical Reviews, vol. 4, no. 2, pp. 742-746, 2017. Available: 10.6084/m9.doi.one.IJRAR19D1251 [10] Musfiq Mannan Choudhury& Paul Harrigan “CRM to social CRM: the integration of new technologies into customer relationship management” Journal of Strategic Marketing, 2014 Vol. 22, No. 2, 149–176, http://dx.doi.org/10.1080/0965254X.2013.876069 [11] Atul Parvatiyar & Jagdish N. Sheth “Customer Relationship Management: Emerging Practice, Process, and Discipline” Journal of Economic and Social Research 3(2) 2001, 1-34. [12] Lynette Ryals & Adrian Payne “Customer relationship management in Financial services: towards information enabled relationship marketing” journal of strategic marketing 3–27 (2001). [13] A White paper on “On-Premise CRM to Salesforce Migration - Benefits, Challenges and Best Practices” [14] Peter C. Verhoef “Understanding the Effect of Customer Relationship Management Efforts on Customer Retention and Customer Share Development” Journal of Marketing Vol. 67 (October 2003), 30–45 [15] Adrian Payne & Pennie Frow “A Strategic Framework for Customer Relationship Management” Journal of Marketing Vol. 69 (October 2005), 167-176. [16] https://www.salesforce.com/in/?ir=1 [17] M. Rezaei-Malek, N. Rezaei-Malek, R. Tavakkoli- Moghaddam “Improving Performance of Customer Relationship Management by Knowledge Management – A Case Study” 978-1-4673-6490- 4/13/$31.00 ©2013 IEEE [18] Veronica S. Moertini, Niko Ibrahim and Verliyantina “e- CRM Development Method for e-Commerce System Owned by Small Medium Enterprises” 978-1-4799-4805- 5/14/$31.00 ©2014 IEEE.