AppShark
CRM Services Managing customer relationship is important for all businesses. Organizations need an effective tool to manage all the customer data gathered/needed and commit to using the information to better serve customers. A Customer Relationship Management (CRM) tool will help organizations bring together information from all data sources within the organization to give a holistic view of each customer. This allows customer facing employees in sales, customer support and marketing to make informed decisions on their interactions with customers and prospects. Our CRM services range from simple, small deployments with minimal customizations to complex large installations with extensive customizations and integrations. AppShark’s certified consultants are experienced in installing and customizing your CRM environment including developing custom applications to address your needs.
AppShark’s CRM Services will help you Improve Sales Email marketing, Lead management, campaign management etc.
Track Sales Track sales representative activity, progress, targets etc.
Enhance Customer Support Have a single system to track all customer facing activity, phone calls, emails etc.
Better Reporting Pull Sales and Customer activity information in to various reports and dashboards
Implementation
Customization
Integration
Maintenance
Our consultants will conduct a detailed needs analysis using a series of questionnaires. A feature review is also conducted to make you familiar with various features of the available CRM systems. Based on the questionnaires and the feature review, you will be able to make informed decisions on your CRM needs.
Customizations range from simple field and label changes to the more complex coding kind. An organization can choose to get all their customizations completed before making the CRM system available to their users, or they can choose to customize the CRM incrementally over a period of time.
Effectiveness of a CRM system can be increased significantly by integrating it with applications like Accounting, ERP, Custom applications etc. By integrating the CRM with these applications, information contained in them can be presented to CRM users without giving them access to the underlying applications.
With either approach, as users get familiar with the system, they will be able to decide what new features, customizations and integrations will increase their productivity and efficiency. Simple or complex, our consultants are experienced at understanding and implementing customizations.
Our consultants are experienced in using the CRM system’s APIs to import or export data into them. Information like recent Invoices and payments can be displayed in the CRM system when the customer record is retrieved. Similarly information entered in the CRM system can be made available in internal systems.
Our CRM systems are very flexible and configurable. As your sales and support staff gets familiar with the system, they may require additional changes/customizations. If a sales user needs an additional field to track information specific to his or her region, or if a Customer service user needs to see information about customer that is only tracked in the accounting system, you will need an expert’s help.
Based on the needs analysis, a CRM solution is proposed. Once approved, our consultants will plan and prepare a preliminary system. The system will be made available to a pilot group that will be able to review and revise it before deploying to production for the entire organization.
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Support requests can be made over the phone, emailed or entered on the online helpdesk. AppShark’s experienced consultants can help make the required customizations and turn them around quickly.
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Our Services General
Salesforce.com
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Needs Analysis to understand your organization’s needs by conducting a CRM system feature review and gathering information from all departments, divisions, stakeholders etc.
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Objects - Create new objects/pages to track information that is specific to your business. Link new objects to native objects like Accounts, Contacts etc.
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Solution design based on a needs analysis. Design depends on various factors like number of users, features being deployed, integrations required etc.
Fields – Formula fields to dynamically populate value based on value in other fields. Rollup fields to summarize data from a child object and display it in the master object.
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Installation/Activation of the CRM system based on the solution design. On premise installation, cloud activation and mobile access provisioning.
Custom Links, Buttons, Tabs etc. - Create in any page, native or custom. Associate actions or external page URLs to Links & Buttons. Create custom tabs to show existing objects or new objects.
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Configuration of the CRM Application, including setting up the Administration user/rights, Security for end-users, data sharing and visibility based on reporting lines etc.
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Design & Brand your CRM application with your corporate colors, logo, theme etc. Change default page layouts to new layouts.
Page Layouts can be modified for native objects and new ones can be created for custom objects. Different profiles can be setup to use different page layout, thereby restricting data editing/viewing based on the user.
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Override default behavior of certain native buttons and links.
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Customizations to the built-in functionality of the CRM systems to incorporate needs unique to your business.
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Reports based on native or custom objects. Customizing existing or standard reports to include or exclude data.
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Integration with line of business applications, industry standard database management systems to retrieve and present data using various methods.
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Dashboards based on reports and filtered to your needs. Show recent activity, summary of all activity over a period (month, quarter etc.).
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Training for your technical staff on managing the CRM environment. Functional training to end-users on how to use the various features.
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Maintenance – Provide ad-hoc services like creating new reports, adding/removing fields, data load, retrieve, synchronization and integrations etc.
Email templates – setup email templates that can be used to send bulk emails to your customers or prospects. They can be setup with merge fields and can be used to send emails from workflows.
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Support – Provide technical and end-user support to answer any questions related to you installation or feature usage.
Workflows – Setup workflow rules to create tasks, update fields, assigning cases to a customer service queue, send emails using timed workflows etc.
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Force.com platform development using Visual Force pages to create custom pages without using Salesforce.com page layouts. Apex programming to write triggers on objects, create stand-alone classes, future handlers, scheduler classes etc.
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Data synchronization, both real-time and batch using various techniques. APIs to push data in to the cloud, or pull data from the cloud on-demand.
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Sandbox development and verification before migrating to production.
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Zoho CRM !
Page customizations to add, change, remove fields. New fields might be necessary to track information specific to your business.
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Layout customizations to change default page layouts and make the pages more user-friendly based on your typical usage patterns.
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Data import/export on demand or on a schedule. Bulk updates to data or loading new leads in to the CRM.
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Integration with line of business applications to import/export data from the CRM system.
AppShark
AppShark Software Pvt. Ltd. H.No. 1-62/33/34, Plot No.33/34 Kavuri Hills Phase 3, Madhapur Hyderabad, AP 500033 India Phone: +91(40)4458 6789 VoIP: +1(402)218-1330 EMail: info@appshark.com