Customer Relationship Management (CRM)
About this topic
Customer relationship management (CRM) is a business strategy that optimizes revenue and profitability while promoting customer satisfaction and loyalty. CRM technologies enable strategy, and identify and manage customer relationships, in person or virtually.
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What do we think would be the impact of Salesforce acquiring Informatica especially if you are not using Salesforce stack? Will Salesforce alter the roadmap of Informatica modules like MDM? Would it be a risk to evaluate Informatica modules for data management if you are SAP stack?
We use Salesforce Experience Cloud for B2B customer support delivery, but in general we struggle with compliance for unauthenticated "public experience page views". We are not even sure how they measure it. Does anyone else have this problem? I wanted a more neutral community to ask the question than SFDC trailhead. Is this something SFDC enforces (upsell or systemically) if the model is non-sensical?
Does your CRM's customer data include their history (phone, email, address etc)?
Getting ready to take the plunge into low code/no code arena with Creatio. We don't have a large development team and we must execute quick turn wins for smaller operational projects working along side user areas. Would welcome any advice on the platform or your experiences.
By demonstrating how the product/service works and will help my organization36%
By providing a free trial of the product/service59%
By providing training for IT and product users54%
By providing strong customer service41%
By providing consulting services18%
Other (please share below)4%
What current trends in enterprise integration for the automotive industry are you seeing?
For those who connect your company’s data thru Hubspot’s API, do you have any pointers you can give?
We are in the final stages of our project to roll out Salesforce Sales and Service CRM for our Contact Center. Roughly 50% of the users are offshore and will connect to the application through VDI (we plan to use Citrix Workspace Browser). A few years back, I have heard some concerns regarding Salesforce lightning performance through VDI's (especially Citrix). Any recent experiences? Do we still have performance issues when using Citrix when accessing Salesforce? What alternatives are you using?
Strongly Agree5%
Agree63%
Neutral21%
Disagree9%
Strongly Disagree
What are your thoughts on SaaS management platforms (SMP)?
Microsoft D365 platforms users, for those who have deployed Sales Copilot, anyone seeing productivity improvements within sales teams? And if so, which areas are generating the most interest within sales teams?
Chorus16%
Convin25%
ExecVision16%
Gong10%
Jiminny2%
Refract5%
Other (Discuss below)24%