CRM Analysis The Music Man Tabitha Johnson Owner
The Music Man is a retail store that provides musical instruments, musical equipment, CD’s, and other musical accessories. Catherine Davis- CEO Nathan Pugh- CFO
What is Salesforce? “Salesforce is an online, web-based, CRM application that runs in "the cloud" allowing users to manage and perform nearly every detail of their job.” (riptidecloud.com)
Salesforce features: • Mass email • Campaigns • Product tracking • Real-time quotes • Contract management • Customizable forecasts • Customizable dashboards • Analytics snapshots • Role permissions • Ideas community
Salesforce Costs: Best (and most affordable) Option -Professional Version $65 per month/ per user @ 3 users = $195 monthly expenses
Salesforce cost per year $195 per month $2,340 per year $7,020 for 3 years
Specific advantages for each department…. Seeing as how we are such a small business, we are able to limit access to simply the three main executives. Tabitha Johnson 1 • No user limits and a bunch of additional features • Apps from the AppExchange for on-the-go maintenance • Case tracking
Specific advantages for each department…. Seeing as how we are such a small business, we are able to limit access to simply the three main executives. Catherine Davis 2 • Generate sales leads • Generate sales reports • E-mail marketing • Product lists • Sales forecasting
Specific advantages for each department…. Seeing as how we are such a small business, we are able to limit access to simply the three main executives. Nathan Pugh 3 • Manage vendor accounts • Control stock/inventory • Communicate with vendors • Get product availability quickly
Salesforce has the “culture of embracing change and innovation” (glassdoor.com) Well-known and trusted, Salesforce is not new to the CRM software market. Salesforce provides top-rated tools for customer relationship management as well as unique features exclusive to this application. (toptenreviews.com) Salesforce.com is leading the pack . (sba.gov)
“Growth is the only evidence of life.” -John Henry Newman Major changes will have to be made. Even though the company is fairly new, habits have been formed. The traditional (and harder) ways of doing things will have to be re-learned. Once the system is learned, then the operational systems in place will ultimately make life a lot easier for all. It’s just taking that initial step.
Implementing this new change will be a difficult, yet necessary improvement to our growing company.