Tag Archives: SalesForce.com

SalesForce.com – Multiple currencies in campaign hierarchies

SF.com Marketing CloI experienced that there is a system limit within the SalesForce.com suite: there is NO possibility to set up the campaigns hierarchy in case the single campaigns have been created with a different currency from the parent one.

campaigns_hierarchy

This is vital for our organization and for all the multinational companies which would like to identify the overall costs of a strategic campaigns declined in the different territories and also to calculate the ROI.

The system itself has been projected to have in all the Object with a field currency the correspondent field ‘converted’ in order to have all the amounts also in the consolidated currency: the user could easily use on setting up a hierarchical campaigns report the currency ‘converted’ fields to summarize.

I hope that the SalesForce developing team should recover immediately: please click on the IDEA link below to vote.
https://success.salesforce.com/ideaView?id=08730000000BrgDAAS

Thank you for your help.

AUSED event – CRM 4.0 “IOC & BIG CLIENT”

Michele Vespasiani        AUSED

Michele Vespasiani sarà presente al prossimo evento 2017 è dedicato al CRM e all’ Internet of Customer e sarà componente della tavola rotonda in qualità di Excellence Commercial Manager di Bracco Imaging, leader mondiale nella fornitura di mezzi di contrasto in radiologia.

CRM 4.0: IOC & BIG CLIENT
– Giovedì 23 febbraio 2017 ore 09:15
– Presso Hotel Hilton Milano – Via Galvani 12
registrazione

Dove sta andando il CRM?
Come i nuovi paradigmi – Cloud, Mobile, Social, Big Data, IoT ed Intelligenza Artificiale – hanno cambiato lo scenario di riferimento?
E quali sono le opportunità e le sfide per le aziende?

Quello che è certo è che oggi sempre più aziende riconoscono la Customer Experience quale elemento differenziante ed obiettivo finale della digital transformation del proprio business.

Saranno presenti molte aziende leader in settori protagonisti nell’innovazione Internet of Customer come Domotica, Automotive e White Appliance, che presenteranno la propria esperienza e le nuove sfide da affrontare in ambito CRM 4.0: si confrontano punto di vista diversi, commerciale e CIO.

Salesforce, riconosciuta da Forbes per 6 anni di seguito come azienda più innovativa al mondo, nel corso dei suoi 17 anni di vita ha rivoluzionato ed ampliato il CRM, incorporando social, mobile, big data e IoT all’interno della propria piattaforma cloud.

Salesforce presenterà la propria visione sull’Era del Cliente e il vantaggio competitivo sul relazionarsi con il cliente in un modo completamente nuovo.

Sponsor ufficiali delle’evento:

SalesForceAtlantic Technologies

SalesForce Einstein

SalesForce.com EinsteinHow should be possible to have your own Artificial Intelligence tool ready to help me on selling more and better? The answer is SalesForce.com, the most famous CRM platform in the world. The more the companies are playing with Big Data the more they want to have also the predictable trends on sales, service, customers habits: this is no more the game of few, it’s now part of the value proposition of the company founded by Marc Benioff, based in San Francisco.
Basically the new capability will help users on qualifying Leads, recommend the best steps to finalize the Opportunity, identify new deals analyzing historical data coming from the different internal company sources. To be honest call SalesForce only a CRM system is becoming reductive, for what we see and what I personally experience every day, the system could be easily defined as platform in which every company, from smallest to the biggest could tailor its own solutions including “ready to go” best practice and developing vertical workflow.