Are you looking to scale up your business? Having a good system in place to manage leads and deal flow is critical to get to that next level. Salesforce is a famous “cloud software” to help you streamline your operations and maximize all incoming leads and clients.

We are proud to announce that through our joint venture with Unipro Consulting Limited, we can offer you professional consulting, training, and implementation for Salesforce cloud CRM in the Hong Kong territory.

Let’s start with the basics – if you’re not sure what a CRM is, and you’re a business owner – please pay attention. This is short for “client relations management” and is a software system to keep track of potential clients as well as current clients.

A CRM lets you assign leads and client accounts to specific account reps in your organization, share notes on that account to management, and make sure you don’t lose any deals (opportunities) due to miscommunication in your organization.

You may be using an Excel spreadsheet to keep track of your customers – which sure, may work for you at the beginning stages of your business – but as you grow- you will need to maximize all angles of your business and a CRM is the perfect tool.

Salesforce.com the original “cloud” (online) based CRM. There were CRMs before, but they mostly worked by being installed in the company’s servers (at the office) and that meant it was almost impossible for staff outside of the office to log in (sure, there were ways, but not convenient)

With an online (cloud) based CRM – your team can login from anywhere, on web, as well as mobile, and check the status of their new leads as well as current clients. Management will be happy to run reports and see which sales person is performing best, and the team will operate more smoothly.

Getting the software is a good first step, but in order to maximize the true value of a CRM – you need to do 2 things:

1) Set it up correctly
2) Have everyone in the organization “buy into” it and use it regularly.

Setting it up is something we are more than happy to help you with. It is a huge software system, and there is a ton of power most companies don’t even look at and utilize.

But even if we set it up, or you do it yourself – the most critical part is the second. To make sure the team keeps using it. If you set it up, add in the clients and leads, but people still use email and spreadsheets, the CRM will fail. You, as the owner and manager of the company, must convince the team the value of the CRM and ensure everyone uses it.

Now, let’s discuss a few ways we can help you with Salesforce in Hong Kong.

We have been through Salesforce exams and training (it’s quite extensive, let me tell you!) and now are authorized to pass this training and knowledge down to you and your organization.

We offer training both online and offline. Offline, we have training software for you and your staff to login, while one of our professional implementation experts works with you to get it set up and going.

If you prefer offline training, you can choose to come to our facility or we come to your office. Let us know how many people in your organization will be attending this Salesforce implementation training seminar so we can ensure we have enough seats and the right instructor.

For all training, please give us 5 business days advance notice to ensure we can allocate an instructor to you and prepare all information.

Want us to come in your organization and set up the whole CRM for you? This is an extremely important step to get your CRM right from the beginning and we would love to work closely with you on the implementation.

One of our professional Salesforce implementation experts will sit down with you and work on preparing all the requirements you have. There are many functions in Salesforce you don’t even know is possible, and we will work closely to ensure you have all your bases covered.

Once the requirements of your organization are gathered, we will prepare an implementation plan and strategy. This will be signed off by you and your organization leaders, and then implemented.

How long does implementation take? Depends on how much past data you have, the size of your organization, and the complexity of the case. Our sales representative will work closely with you in the requirement gathering and give you a reasonable time frame to work with.

So what are you waiting for? Stop losing out on sales opportunities due to lack of systems and workflows. Investing in a complete CRM, specifically with Salesforce, utilizing our services is a combination for success.

Contact us today and we’ll get you in touch with a sales consultant specialist.

Now it’s your turn to share – what is your rating for CRM.