Understanding CRM Salesforce

CRM Salesforce - CRM Salesforce stands for Customer Relationship Management Salesforce, which encompasses how an organization manages the relationships with their clients. A CRM salesforce solution would handle all interactions one has with clients or prospects and is a central hub for all client related data, from contact information to sales. This can be handled by a variety of software, although at BAASS we highly recommend SageCRM when you have an existing Sage ERP salesforce because of the integration.

With over 30 plus years of business, we at BAASS know in the ever connected business world, a CRM system is indispensable for managing your business relationships.

WHY DO YOU NEED A CRM SALESFORCE SYSTEM?

By using a good Customer Relationship Management (CRM) salesforce solution makes it possible to manage key interactions with a customer or prospect. One is able to view where a client or prospect is on the journey through the buyer’s journey.

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SALES

You can strengthen your sales  team by arming them with as much information about the clients and prospects.  The sales team can see all interactions the client has had with your organization.  They can also determine where they are in the buyers journey.

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MARKETING

Run your enterprise resource planning software in your own data center – for maximum flexibility and control.

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CUSTOMER SERVICE

By having all client data in one central hub it reduces data entry or duplicate data. All communications for the client in one central area empowers your customer service team.

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BEYOND

We have a range of solutions from membership management, tracking of assets, long-term care management and much more. These can be integrated to ensure your unique processes are all tailored to your business needs, within one centralized source of truth.

CRM Blogs
BAASS Solutions
Success Stories

Are you looking to solve the following business challenges?

TOO MANY SPREADSHEETS

No Visibility to the Sales Pipeline

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Inability to access client data

Losing qualified leads

Issues pulling
KPI reports

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No access to BACK END data

EXAMPLES OF INDUSTRIES WHO BENEFIT FROM CRM SALESFORCE

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AREAS CRM SALESFORCE WILL BENEFIT YOUR ROLE

There are several areas where CRM software can streamline, automate and improve your department and the business processes. We at BAASS can help you explore the benefits of each and choose the one that makes the most sense for your role.

Sales Executive

  • Effectively manage and track key sales opportunities, including cross-sell and up-sell
  • Forecast sales with increased accuracy
  • Increase visibility on customer interaction between multiple departments
  • Generate quotes and orders more efficiently
  • Avoid inputting duplicate data into multiple systems

Marketing

  • Track marketing campaign performance against targets and budgets
  • Segment customers more efficiently
  • Define highly targeted marketing lists across multiple areas of criteria
  • Identify and target strong leads

Sales Manager

  • Track sales across multiple territories and representatives
  • Create team and individual forecasts quickly and easily
  • Track and measure sales representative performance
  • Develop a more effective sales team across multiple locations

Customer Service

  • Track cases more effectively
  • Measure performance and productivity
  • Monitor customer service performance in real-time
  • Reduce the amount of time spent on customer service administration
  • Ensure accuracy of data

 CEO

  • Have insight and reports into business performance across
  • Identify your top customers by revenue and profitability
  • Have complete visibility of customers, pipeline and margins
  • Analyze sales performance across multiple criteria
  • Combine actual campaign results with actual campaign costs to quantify marketing performance

CFO

  • Have a central source of information
  • Give back-office staff access to non-financial customer information
  • Gain access to complete customer communications history
  • Reduce duplication of effort to minimize mistake and improve productivity
  • Measure ROI for Sales, Marketing and Customer Service 

WHY BAASS

BAASS Business Solutions - #1 Solution Experts

WE BUILD A RELATIONSHIP WITH YOU

BAASS Business Solutions - Your #1 Sage Solution Experts

WE MANAGE THE PROJECT FROM START TO FINISH

BAASS Business Solutions - Your #1 Solution Experts

OUR SUCCESSFUL IMPLEMENTATION METHODOLOGY

BAASS Business Solutions - Your #1 Software Experts

A DEDICATED SUPPORT TEAM FOR YOU

BAASS Business Solutions - Your Solution Experts

FULL TRAINING FOR YOURSELF & STAFF


At BAASS, we help growing companies reach their potential by enabling business transformation through the alignment of people, processes and technology. Our objective as a Trusted Advisor is to improve your operational efficiency and increase corporate effectiveness leading you to greater profitability.

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We are truly impressed with the caliber of work we have received from our BAASS team which include Zainab Salihi, Leo Hwang and Andrew Liu.  Prior to starting this project with the NB Medical Society, they had no knowledge of the work we did, however, they had a wealth of knowledge in best practice solutions, and SAGE products.  They were able to quickly translate our day to day business operations into Sequal programming language, which in turn produces the easy to read screens we see in our SAGE CRM product. 

- New Brunswick Medical Society

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Meet Our CRM Salesforce Specialist

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Zainab S.

With over 20 years of experience, Zainab has a wealth of knowledge in all areas of business technology. At BAASS, she is the CRM Practice Leader, working with clients and prospects to understand their unique business process. She is the architect and manages the implementation of small to large solutions in the CRM space. Zainab is a Sage CRM Certified Engineer and Microsoft Certified Technology Specialist (MCTS) with a Master's Degree in Statistics.

CRM Salesforce Resources

If you are looking for additional information below are a variety of resources you can explore. Although the best way to learn how CRM can help your business is by booking an appointment with one of our specialists.

Webinars

Blog Posts

Whitepapers

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