Salesforce Customization and Implementation - CRM?

Question

How can I integrate my website registration page with salesforce.com crm ?

Can any one here help me on Salesforce customization for Web Service?

Answer 1

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

Answer 2

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

You may want to check out the link mentioned in the source to see how it works.

Answer 3

Hi,



I am Glad that you brought this up. Web to lead integration is one of the most common aspects on integrating CRM with any website. Though terminologies may differ, essentially most of the CRMs integrate with SOAP at the back end. You may want to check out the link mentioned in the source to see how it works.

Answer 4

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 [e-mail].



Regards,

Fareed

Technical Director

Apex Cloud

www.apexcloud.co.uk

Answer 5

The Salesforce customization has changed over course of last few years. You need to create a detailed plan like following to actually created feasible Salesforce Solution.



• Existing business process review

• Implementation of Salesforce best practices

• Existing application and data migration/import services

• Integration of third party systems

• User Interface customization and workflows

• Development of custom reports and dashboards

• End-user training and ongoing support

• Analytics and business intelligence

• Remote administration and end-user support

• Recommendations for App Exchange solutions



Extentia has a dedicated team to build applications on the Salesforce cloud computing platform called Force.com. This is a platform designed to create and implement applications for the social enterprise. You will be free to focus on building applications alone with no servers to purchase.



It facilitates the creation of social and mobile applications for a range of uses – including reporting, search, business processes – will work on a reliable and secure system that scales as needed, and has automatic backup for data.



Extentia is also a Registered Salesforce Consulting Partner, and our team offers a wide range of Salesforce Integration services. We provide strategy, migration, custom development, integration, and ongoing management services across the cloud adoption life cycle. No matter the requirement, Extentia’s teams can work flexibly to reinforce your existing Salesforce endeavors

Answer 6

Why you try sales force? try JB SOFT SYSTEM's Marketing Followup System.(CRM).

Also see www.jbsoftsystem.com.

Web devoloping, software devoloping, CRM tools....etc,

user friendly, no need to software or hardware, attach with browser.

contact Mr.Mathan Sundar., 9543834458.

Answer 7

Boom CRM is equally good with lot of features and price is comparatively cheap.

Answer 8

if you want to learn about salesforce for CRM development, certification and training than you should join JanBask Training.

Answer 9

We can integrate our website with salesforce using web to lead forms. You can get full information of web to lead forms form the following link.