Professional Quality. Start-Up Mentality
The COmmon sense approach to understanding salesforce
Membership Management. Sales. Customer Portal. Investigations & Hearings. You have applications which power varying aspects of your operation, some of which are living separate lives on abstract tools and platforms. Our job is to transform these individual systems to a unified environment and without a reliance on legacy hardware or software. Through a single, secure platform, all of your data is accessible in one location from the browser, which means faster and accurate reporting from all sources.
BP Squadron focuses on what is essential, eliminating the extraneous items common with legacy technology with a high emphasis on training and usage over development alone to maximum the benefits of your investment. Our sole commitment is on cloud-based solutions which gives your enterprise or organization the ease of zeroing in on the intended application, and nothing else. Where before it meant spending days or weeks assembling a battalion of developers, our mandate is to outline & complete the draft solution at the dawning of the coding phase. This approach is equally effective for both saving time and producing a result that resembles your intended outcome and not a variant.
Just as critical to consolidation of your data, is the independence of access. Particularly with mobile, we believe that accessibility of your information across multiple devices is a critical component of your operation as it represents the speed of business.
areas of Specialization:
Salesforce.com Consulting & Custom App Development (Sales / Service / Marketing)
Salesforce.com Training (User-Adoption, Sales Process-based, Executive.)
Salesforce.com Regulatory Systems (Member, Accreditation, Complaints & Discipline, Investigations, Finance)
Migration of Legacy Systems, Data to Salesforce
All About The cloud all of the time™
Technology is a tremendous thing, but only if it is not a burden to the organization. If your business is a sales, marketing or service-focused enterprise, the real testament to the success of your CRM is not solely about the coding, but also the process, as a well-written and documented system is worthless unless your team is actively using it.
CRM has grown to be a preferred solution for organizations wanting to streamline their sales and marketing efforts within a single system. Using the Software-as-a-Service model, Salesforce provides a real-time, on demand snapshot of all of your Leads, Accounts, Contacts and Opportunities with a feature-rich suite of reporting tools, allowing your sales team to focus on what they do best. Sell.
Customer relationship management (CRM) is a widely-implemented strategy for managing a company’s interactions.
It involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing, customer service, and technical support.
With Cloud CRM, your sales, marketing, and customer service teams need not be burdened with software, hardware or expensive technical maintenance as the entire suite lives in the web.
Force.com provides one of the most advanced CRM platforms available. With the experience of being a cloud pioneer, the foundation on which your forms, applications and reports are developed provides an infrastructure that is secure, flexible and always modern.
Regardless of how your customers access your information, be it mobile, desktop or tablet, the extensibility of Force.com allows a single common data element as opposed to multiple sources. This means faster deployment times, and a reduced TCO which equates to satisfied clients.
With Salesforce, Your Business Can:
Capture and organize all company data within one source
Not be concerned with costly hardware or software to reinvest in
Enjoy intuitive and collaborative reporting and analytics, customized to your needs
No-nonsense mobile enablement built-in - no add-ons required for iOS, Android or Microsoft
Lightning Ready, and Multi-Device Responsive
At the heart of the Sales Force Automation toolset is a contact management system for tracking and recording every stage in the sales process for each prospective client, from initial contact to final disposition. Many SFA applications also include insights into opportunities, territories, sales forecasts / workflow automation, quote generation, and product knowledge. Together with the sales component, a complete range of marketing tools allows you to interact in tandem with sales strategies such as the running and reporting of campaigns.
CRM systems for marketing help the enterprise identify and target potential clients and generate leads for the sales team. A key marketing capability is tracking and measuring multichannel campaigns, including email, search, social media, telephone and direct mail. Metrics monitored include clicks, responses, leads, deals, and revenue. Alternatively, Prospect Relationship Management (PRM) solutions offer to track customer behavior and nurture them from first contact to sale.
ENGAGED INSTRUCTION TAILORED TO THE AUDIENCE
TAKING THE COMPLEXITY OUT OF A COMPLEX ISSUE
Training your team to become familiar with any technical system can be challenging, but it need not have to be. While the basics of CRM operation are important, the focus should not be concentrated solely in this area, especially with sales and marketing staff.
While it is a standard practice when educating CRM users to cover as much technical information possible in a short period of time, this method is not convenient for everyone and when the students are not technical, the crux of your dispatch may be lost. Our unique Salesforce training programs are specific to the business development vertical with a focus on maximizing user adoption.
If It's Not In Salesforce, It Never Existed
Using real-world examples spoken in plain language, our interactive approach highlight the benefits and importance of using a single system for all sales and marketing activity. Any deviation from this will have varying degrees of loss, as critical data stored in locations outside of your CRM will not provide the full story of your deals and opportunities. This can also be particularly challenging when answers are needed quickly with regards to paramount deals as patching together information from multiple sources into your reports is at best speculative.
Lack of effective usage of your CRM investment can also be an issue when a member of your team leaves the organization. In such an event, if critical data points reside in any number of locations outside of your database, it could take days or weeks to pick up the pieces. This loss, albeit intangible, has a monetary figure attached to it in terms of lost productivity and perhaps even the loss of a deal.
By placing the spotlight on usability and removing the technical complexities, your users will be more apt to use the system as intended which in turn can lead to advocacy over trepidation. Our process-based approach to communicating the value and relevance of using your CRM for business development gives your sales and marketing team an incentive to use salesforce. With usage come familiarity and when your users understand the importance of good data stewardship within the cloud, they will realize how much time it will also save them in the process.
About BP SQUADRON'S Principal, Jim Buchan
Jim exposes the true benefits of CRM & the next generation of the web, taking pride in seeing others utilize and benefit from the technology by introducing ideas which may not have been considered.
His highlights have included creating the first online election system for Canada’s largest regulator, developing one of the first large-scale Social Media Command Centers and a comprehensive training process for promoting rapid Salesforce user-adoption.
A DreamForce speaker and Six Sigma / Lean Green Belt, Jim’s background is in SFDC project execution, development and security with over 18 years experience with the technology, regulatory and government sectors.
Jim has authored over 300 articles on CRM and cloud-based technologies, available at www.jimbuchan.ca.
Knowledge of CRM software alone is only part of the solution, with analysis, mapping and psychology of the sales cycle completing the process. BPS will help your executive team define, analyze and improve your existing (non-technical) procedures prior to the programming phase. In this way, a clearly defined process which has been filtered through your sales executives is reflected in the development of your salesforce org(s).
Contact the Squadron to take advantage of how leveraging Salesforce.com can help your business.
