Significance of Salesforce CRM Package in Today’s Commercial Environment

Salesforce is an international cloud computing solution provider specializing in CRM (customer relationship management) product. It offers seven cloud based services, namely: i) data cloud; ii) marketing cloud; iii) sales cloud; iv) collaboration cloud; v) custom cloud; vi) service cloud; and vii) analytics cloud.

CRM explained

CRM is a process that aims at keeping customers informed and contended by following certain functions. The objective of Salesforce’s CRM is to keep customers satisfied so that they do not look beyond Salesforce for future businesses. In this world of competition there is no scope of slightest leeway. Business processes need to be perfectly streamlined so that there is no gap anywhere. From filling up enquiries to executing orders, and thereafter attending to customer service calls: every action is documented and completed in time. This software solution does not allow any gaps to be created in customer relationship thereby cementing future business possibilities.

Acceptability of Salesforce CRM

The beauty of this software is that business processes are instantly updated which allows you to take corrective actions immediately if necessary. With business processes, this software also aims at exploring the requirements and demands of customers. A deeper understanding of figures is also achieved through this software package. For any business house instant updating of data is crucial for timely corrective measures.

Since Salesforce test data is cloud based, it is time saving and convenient. The time thus saved could be utilized for other productive purposes like prospect creation, research and development, and business negotiations. Another very important facet about this package is that data communication is totally secure as it is encrypted and stored in cloud. The greatest benefit of using this software package is that it allows the user to streamline business processes and makes an incisive study of figures achieved.

Generating test data

The test data is a tool to evaluate the efficiency of Salesforce CRM package. The first step in testing any package is by using ‘sandbox org’. Creation of a ‘sandbox’ allows making copies of every type of producing data. The only consideration while selecting data is that it meets all security concerns. One way of ensuing security is to determine the maximum limit of data storage volume.

The next step in generating test data is creation of representative data. This representative data could be done through customized coding, manual entry, or external coding. The advantage of customized coding is that it is traditional and easy to implement. Manual entry of representative data could be done without any codes. Representative data done through external coding could be used repetitively without any fear of getting it lost. All these methods have their own share of disadvantages. For instance, manual entry is subject to doubts after a certain level; customized coding could remove org resources whenever used. For external coding, knowledge in several programming languages is essential.

The choice of process adopted for creating reference data depends on comfort level of programmers and their efficiency with different languages.

Subsequently several other applications are integrated to the package: creating the app; creating development database; creating local accounts and database; creating custom rake task; and installing gems.

System requirements for supporting Salesforce CRM package – The basic system requirement for supporting Salesforce is availability of Ruby on Rails. Ruby Version Manager (RVM) needs to be installed and integrated there by allowing management of any development environment. Once RoR is ready for working, a test database is necessary to be stored and used.

SQLite3 and Firefox; MySQL5 and Postgres 9.0 are programs that help in storing and managing database.