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Showing posts with label Salesforce. Show all posts
Showing posts with label Salesforce. Show all posts

Tuesday, 23 August 2016



InterACT2Go, Mobile App and Designer for Sales and Service from CRMantra.

Fully integrated with Salesforce and Siebel.

http://www.interact2go.com/




InterACT2Go

Mobilize your Sales and Service 
Fully integrated with Salesforce and Siebel



















Monday, 4 April 2016

NEW! InterACT2Go - Mobile CRM App and App Designer from CRMantra

NEW! InterACT2Go -   Mobile CRM App and App Designer from CRMantra

It’s About Sales and Service, Not Just CRM.

1. CRM Isn’t the Only App.

Field reps use many apps and services (including CRM) to complete their tasks. For best UX and adoption, mobile apps should provide intuitive and seamless process flows resulting from mash ups of multiple back-end systems and services.Integrations with multiple back-end systems and services are critical.


2. 360° View at All Times.

Users need a 360° view at all times. Definition of the 360° varies by users’ role and stage in the process. This view has to be readily customizable.


3. Access to Data.

Users need access to relevant data all times. On the go. Online or Offline. That’s what mobile is about, isn’t it?


Want to know more and understand the full capabilities?
Fill in the form below and the InterACT2Go info sheet will be emailed to you.


Thanks





Wednesday, 27 January 2016

Mobile Apps - What’s the cost of free ?


Mobile Apps - What’s the cost of free ?


At some point everyone has to compete with ‘free’.  I’ve recently come up against this and it is surprising how many customers hear the word ‘free’ and forget to check out the small print and all the repercussions.






So what makes the customer believe they have an option that is ‘free’?  I’ve listed a few possible scenarios.

1 – “The licences are free” 


This turns out to be a total misunderstanding, in fact the licences are far from free, but what they do have are existing licences that would cover this application, but there is still annual support and maintenance to be paid, and at a typical 18-22% this is no small amount.
There is also the dreaded small print – what exactly are you signing up to?  How long is it ‘free’ for?  What happens after Year1 – are you locked in regardless of any increase in costs?  This could be an expensive mistake.


2 – “We plan to take the application and deploy it as is, so there are no project costs” – 

This is a sure fire way to have the project fail, and potentially bring the company to its knee’s as key sales and support users are unable to use the new application.
            Additional costs come from all directions

(a)   Technical and functional consultants to correctly implement and extend the OOTB solution
(b)   Infrastructure and security architects to design a deployable mobile solution
(c)   Re-writing and developing new training material
(d)   Rolling out user training
(e)   New hardware and MDM system for the mobile solutions
(f)   Training for Operations and Support to allow them to deploy and support the new application.
(g)   Deploying and supporting the new application, hardware and MDM systems


3 – “The free solution isn’t perfect, but its ‘good enough’”.  


We have been recently deploying a number of Mobile Sales solutions and its pretty obvious that in this area ‘good enough’ rarely cuts it with the end user.  The User Adoption rates for mobile solution needs to be almost vertical, otherwise the device is put on a shelf and forgotten about, and it’s then almost impossible to re-invigorate the user base, leaving IT to support costly legacy solutions, as well as the new applications.

A few key things on user adoption come to mind for a mobile solution

(a)   Usability – It has to be current, visually appealing and easy to use.  In sales for example we are seeing sales reps, sitting with their customer using the mobile solution to take them through the product catalog, the quote, the configuration – this is no longer an internal facing application.
(b)   Process centric – It needs to be easy and intuitive to do the tasks that the user has to do day in, day out.
(c)   One for all – It needs to be one app that covers all the aspects of the users job, and that typically involves access to information from a multitude of back-end systems.
(d)   It has to be a ‘useful’ tool – not just a way for management to track the number of calls made or meetings organised. Intelligent analytics are a key way to feedback to the user as to where to spend their time to be most productive.

So let me quickly recap on those potential costs


·      Licence fees
·      Maintenance fees
·      Implementation costs
·      Training costs
·      Deployment costs
·      Support costs
·      Cost of potential future tie-ins
·      Cost of failure – due to poor user adoption


So, as you can see a free licence fee is far from it when the total project is scoped out, and it’s typically only a small part of the whole project. 


Get in touch:

Monday, 21 December 2015

Friday, 26 June 2015

Cloud Control – When More than One could be a Crowd!

Cloud Control – When More than One could be a Crowd!


Too many cloud applications can quickly lead us to the same level of complexity as managing multiple On-Premise applications.  Adding more cloud apps to your enterprise IT ecosystem may be too much of a good thing.


The CRM cloud application (It could be Salesforce, Oracle Sales Cloud, or MS Dynamics, etc) is normally at the centre of your solution. Typical challenges we see in maintaining these alongside multiple ‘edge’ cloud apps:

1.     Integrations and Data Migrations:  Many ‘edge’ cloud apps use a custom object for the same CRM entity (for example, a custom object to hold Account or Customer Information, Product Data, etc.. which are also present in the base CRM application.) 

There is a common need to “integrate” between the CRM object definition and the cloud app’s customer object definitions.  This approach increases integration and data migration costs and results in unnecessary replication of data.

2.     Upgrades:  Many cloud app vendors tout their frequent release cycles as a testament to their pace of innovation.  As a result,  there is the rising cost of incessant cycles of testing, releases, and user training.

3.     Environment cloning and migrations:  Each cloud app comes with its unique installation and migration procedures.  A strong system admin team is required to clone environments for Development, QA, UAT and Production.  Each application could have a different set of code and processes to be installed.

4.     Technology Stack to build the Cloud App:  Is it native force.com, java, .Net, or another custom language?  Does the Cloud app include components (such as configurator or pricing engines) that are built using different languages or residing in a separate cloud?

5.     Process-related Data Migration: ‘Lead-to-Contract’ is one of the processes where data mapping needs to occur between many objects such as Lead to Opportunity, Opportunity to Quote, Quote to Order, Order to Contract, Asset to Quote, etc.  Custom workflows to enable the mappings and flows result in high implementation and maintenance costs.

Many of the cloud vendors have ignored these challenges, whilst a few are addressing these issues (and rightly so!).  So when you’re looking for a cloud solution ask the vendor if they have done the following:

1. Pre-built end-to-end, industry-specific CRM apps reducing the need to manage and maintain multiple cloud apps.

2. Focused at the outset on the integrations and data migrations, building adapters for most common on-premise applications.

3. Offer a ‘CRM’ object-first guarantee.  As a result, they would not replicate any objects released by the CRM vendor, either pre-existing or in the future.  In addition, their apps guarantee compatibility with the CRM native objects.

4. Provide tools to facilitate Process-centric data migration through declarative mapping between any objects in the CRM instance.

Takeaways:

1. The marginal benefit of installing a new cloud app vis-à-vis the existing on-premise app requires careful consideration.  Keeping the on-premise application may not be a bad decision after all!.

2. Just because the edge app is built natively on the same platform as the CRM application doesn't mean there is no integration and data migration effort. 

3. Detailed understanding of the integrations involved.  The existence of some APIs is just table stakes; use of those APIs to integrate and load data is where heavy lifting is necessary.  Check for existence of tools and solutions to address these.

4. Check on the excessive use of custom objects to store data that is already stored in the CRM native object.

If you’d like to know more about which cloud vendors we think are taking the right approach then please get in touch

Read the full article here on our website  - Cloud Control


Visit us at: www.crmantra.com