(Newswire.net — February 14, 2017) —
Is your business operating online? Are you using a CRM system to monitor and record lead conversions? Is the system built with the best features ensuring that you are utilizing resources effectively?
As a business, these are just some of the questions that must be factored into the business’ online strategy. You must have resources with the best capabilities to increase productivity. If you are already using Salesforce, then you should ensure that it has an integration and management system with the following features:
- Ease of governance
As the marketing manager or the head of operations in your business, it is always a good idea to use a system that can be managed easily. Get a system that can monitor and track all deployments and actions running through it. The simplified system governance makes it easier to pin point the cause and the person responsible for an error and every detail on modified objects.
- Compliance
In line with governance, the system selected must offer healthcare, financial, federal, or life science certifications whenever required. By segregating duties out of the box, it gets easier for your business to get the necessary certifications.
- Customizable
Businesses are different. An appropriate Salesforce management system should be extended or customized to fit into your operational models. You may want to add fields like reports, approvals or to remove some fields and the system in use should allow it.
- Backup and data recovery
Businesses lose millions, if not billions in data loss and recovery. This means that whichever system you choose to work on, it should provide you with a way of backing up and recovering data in case of disasters. The best Salesforce management systems have these integrations ensuring that your business data isn’t lost.
You should employ a Salesforce developer who understands advanced data recovery options for salesforce and other online marketing or operational systems.
- Highly secure
Every business running operations online, fears that its security could be compromised at any time. This is a valid concern since data lost or taken onto the wrong hands will cost you more than your business. Salesforce has therefore taken it upon itself and its partners to protect your customer. Management apps are secure from vulnerabilities even when running online.
- Native systems
Salesforce integration and management apps are built and run with modules native to Salesforce. As a result, you have no servers or process to monitor as the lead conversion process is monitored and run. This also means that if you already know how to use Salesforce, then you can run everything else on the management apps. There are no footprints on the customer sandboxes.
- Comparison and high visibility
The management app makes it possible for you to compare the performance of two organizations or information from your firm at two different points. This, and the 360-degree view of the organization makes management and development of better marketing strategies easier.
In conclusion, a Salesforce management app should have the features listed above for it to be viable for your business. It should also allow continuous integration, management of multiple work streams, give automatic rollbacks, and able to communicate with developers and administrators.
Author Bio
David Wicks is a Salesforce developer who also doubles as the marketing executive for a reputable digital marketing firm. When not coding and analyzing the market, he swims and reads. Check out Flosum.com for more information on the app.