Workflows are triggered based on certain criteria. For example, you can define a workflow that if an opportunity of over $50,000 gets created, then an alert should go to the Vice President (Sales). In this example the criterion is creation of opportunities with value of more than the specified amount.
Microsoft Outlook, from the Microsoft umbrella is one of the most sought after Personal Information Manager, primarily as an email application along with the other features like calendar, task manager, contact manager, note taking, journal, and web browsing. Being an aggressive player in the free email account market, Microsoft Outlook has also been a favorite for enterprises, all scaling from small to large.
Salesforce is the leading CRM system available in the market. A huge number of organizations use Salesforce CRM along with some other systems, like eCommerce, ERP, HRMS, WMS, Marketing Automation Tools etc. according to their business need. In most of the cases the required data exchange between Salesforce and external systems happen through the default APIs.
In a B2B business scenario, products are generally ordered in bulk and there are risk management features provided by SAP to mitigate risk for big transactions. The best practice is to assign company credit to the companies and have complete control over order processing by blocking the cycle at various stages.
As we enter the new age of customer centric business, it is very important for online businesses to treasure their customer/lead information. It is also necessary to achieve their 3600 view on the front end for sales& customer representatives and on the back end for ERP representatives. This synchronization is a crucial factor in the growth of a business.
2016 have started off, and I am optimistic on the fact that it awaits with some great news and updates from CRM industry. When we talk about CRM, the first name that comes to our mind is Salesforce.com which happens to be one of the most highly valued cloud computing company with a market capitalization of over USD 50 billion.
Sales force Automation is an important element in Large Enterprises and often for these they use CRM systems. CRM provides the automated activities of Capturing Leads up to transformation of that into Opportunities and Order. SAP ERP does have a CRM module to run these tasks, but often organizations use dedicated CRM systems for this area, and Salesforce CRM is the leading contender for this.