Knowing more about Salesforce CRM

If your relationship with your customers is a top priority—as it should be—then you definitely need to invest in a customer relationship management (CRM) platform.  It is essential for efficient aggregation of your customers’ information, effective management of  their needs, and automation of many related processes. Arguably, Salesforce has been top of the list for the past few years now. Is this the platform that’s best suited for your business? We take a look here at what makes it a good choice Success Story

Salesforce started in 1999 as business specializing in software as a service (SaaS). Composed of many former Oracle employees and software developers, the company is a leader in the field—its NYSE listing is even tagged as “CRM”. Through the years, the primary offering of the company grew from mainly sales automation to include a customer success platform, analytics software, and eventually cloud services. It has remained one of the leading providers of CRM services to companies globally.

The Core Basics

The biggest draw of Salesforce is that it is scalable to fit different sizes of businesses. That means that it is just as effective when it comes to small businesses all the way up to the largest enterprises. Anyone can benefit from their model that is customizable to a number of needs. Here are its unique advantages:

Efficient Data Management

Salesforce CRM allows you to not just input customer and lead information into its system, it also allows you to track different activities. This means that you can act on a particular set of customers whether they’re just interested all the way up to your most loyal purchasers. The data provided by Salesforce is comprehensive and includes their interests as expressed on their social media platforms all the way to their buying habits.

Social Integration

In a world where anyone who’s anyone is on social media, it’s a big advantage that Salesforce also has plug-ins that allow you to jump in on conversations or even speak directly to customers and potential customers. This is baked into the platform itself—reducing the number of tools that you need to have open therefore minimizing clutter. This connectedness moves it beyond just a resource of customer information.

Anywhere Accessibility

As one of the industry’s pioneers in adopting the cloud-based model, Salesforce allows you to access its platforms anywhere you may be. Such feature allows for ease of integration and installation to a wide range of  systems and devices. Accessibility is everything nowadays so the cloud-based model sets Salesforce above the pack.

Voice to SalesForce CRM Service Integration or SFDC’s accessibility attribute makes it more appealing to users as it can easily be integrated with voice technology.. This provides great convenience not only when pulling data but most essentially  when collecting customer information. Professionals whose main functions are to gather leads and interact with existing customers will have an effortless experience with a tool that is fully integrated with such technology . When it comes to technology for such purpose, Hey DAN is the most fitting as it is combined with human intelligence which ensures proper sorting of data that goes into your CRM like Salesforce. All these things come in a bundle that is fully customizable not just to your needs but your budget as well. Such customizability is one of the biggest draws of Salesforce benefiting a wide scale of businesses

SAP CRM, an early Adoptor

One of the key tasks of any business is managing their customer relationships. This runs the gamut from initial interactions and lead generation all the way to closing a sale. One of the key ways that businesses have been doing this is via customer relationship management (CRM) tools like SAP CRM. With so many options to choose from, we take an in depth look at what this CRM has to offer from its setup all the way to key integrations like voice to SAP CRM to determine whether it’s worthwhile getting.

A Brief History

SAP’s foray into CRMs goes all the way back to the very early 1990s where they looked at CRM related functionality as potential modules for their enterprise resource planning platform. This trend followed all the way into the 2000s when they finally offered its first stand-alone product. It was only in 2011 that SAP actively aimed to take on market leader Salesforce by shifting more towards cloud based applications. That’s not to say that its on premises options aren’t viable—in fact there remains thousands of companies who rely on the software.

The Big Benefits

Being cloud based, it also allows for remote access that is increasingly becoming the norm in the business world today. Such feature also easily enables collaboration between field representatives, internal assistants, product managers and business leaders. With SAP CRM’s built-in forecasting tools, users are immediately provided with insights that are advantageous in driving sales and engaging existing customers. Personalization, from a  single user to a company perspective, is also easily achieved through its many customization features. It allows business to quickly adjust or  streamline processes which are aligned with their usage of the tool.

Travel and Expense Management

Process automation is easily achieved with Concur – a widely utilized system by many industries to monitor and manager travels and expenses of their field personnel. With such solution being SAP, synchronization with SAP CRM, as well as consistent maintenance of such fusion, is easily achieved.  It gives business big value for their investments.

Voice Integration

Voice to Concur / SAP CRM integration is another advantage of this platform . Traditional methods of inputting data have always been prone to human error. This is unacceptable when a single number or letter noted wrong can spell the difference between a viable contact and a hard bounce. Voice integration allows for effective and efficient capture at the point of contact in order to ensure that the right data is captured at the right time.



When it comes to voice capture software, accuracy is the single most critical consideration. With years of experience, expertise, and research at its disposal, Hey DAN guarantees that every interaction is not only captured accurately, it’s also categorized and catalogued properly. This ensures an ease by which you can access and utilize that information precisely when you need it.

Why Go for HubSpot CRM

Sales is always about the numbers, yes, but it’s also important to keep tabs on your  relationships with customers. An unabridged record of your interactions with them is key to sizing up further opportunities.  That’s why many businesses today can’t do without customer relationship management (CRM) platforms that allow them to efficiently assess business potentials with their clients. There are so many to choose from out there, and with new players like HubSpot throwing their hats in the ring, it can be a challenge to choose what suits your needs best. We take a look at Hubspot and highlight its advantages. particular benefits—including innovative voice to Hubspot CRM—to help make you choice easier.

The Big Benefits

As advertised, it is 100% free and will always be. Businesses can explore its basic functions without being tied to a contract. It also allows entry of up to 1,000,000 contacts with no expiration date for an unlimited number of users. That’s a big package for something you don’t have to pay for. Designed to work natively with today’s widely used web browsers, it frees users from the hassle of arduous software installations From a UI standpoint, operation is a breeze from creating profiles, to organizing customer interactions, and most importantly for managers, tracking performance. HubSpot also hosts regular conferences for users to learn more about their latest releases and features. Furthermore, accessible through their website are inbound marketing events with their partners across the globe.

Effective Tracking

If you’ve ever wanted to more effectively track customer interactions in a chronological manner, HubSpot CRM offers the Contact Timeline. This is a record of every interaction between your customer relations team and your customer. This makes it very easy to see what happened when as well as send follow up emails in a timely manner.

Convenient Integrations

Being a certified premier Google partner is also one of the biggest appeals of HubSpot CRM.  That means easy integration with Gmail and a lot of other Google applications . It provides users quick access to customer details on the CRM platform  as they utilize other apps for their business activities. HubSpot CRM even comes with five email templates for users to utilize and store. It also easily integrates with Shopify, Zapier, Salesforce and Microsoft Dynamics. Convenience was definitely a top priority when it was designed..

Voice to HubSpot CRM Integration

A robust CRM system will serve its function if customer data goes into it.  Oftentimes, the task of entering data is assigned to field personnel who interact with customers almost on a daily basis. Because of it, it is beneficial for businesses to utilize a voice solution that works well with their CRM tool to ensure expedient and accurate data entry. This is where HubSpot CRM is also advantageous as it can be easily integrated with voice to CRM solutions like Hey DAN. Optimal customer relationship management can be easily achieved with synchronization of Hey DAN to HubSpot CRM.

Microsoft Dynamics 365

No business succeeds without effective  solutions that cover everything from nurturing leads, tracking deals, monitoring interactions to closing sales. And Microsoft —  a giant in the tech industry — has long forayed into such field through its Microsoft Dynamics line. But what makes their customer relationship management solutions — specifically Microsoft Dynamics 365 —  stand out? We take a look at its origin, evolution and advantages of its current offerings. .

A Brief History

Microsoft Dynamics CRM began in 2001 with Microsoft’s acquisition of iCommunicate. The merger lead to the production of a web-based CRM application intended for small and medium businesses. web based CRM application, In 2003, version 1.0 of what was then called Microsoft CRM was launched. It offered email campaign management and the most rudimentary of contact management. The later versions would see a shift towards the now-popular 365 brand as well as wider integrations with Microsoft software like Outlook.

The Big Benefits

Microsoft Dynamics 365 seamlessly integrates with many applications like Word, Outlook, SharePoint and Cortana and even Skype. Such feature saves users time by totally eradicating the need for double entry when dealing with several applications. It also allows easy collaboration when working with several people on customer relationship projects. The mobile app also highly customizable creating a more personalized workspace for users which helps them quickly accomplish their tasks. Better knowledge of clients can also be achieved through the platform’s social listening tools which allow users to see what their contacts are up to. The Pro license allows access to InsideView which gives users understanding of their customers purchasing behavior.

Voice Integration

Out of all the conveniences it offers, its capacity for voice to Microsoft Dynamics CRM integration is what would appeal most to people on the go — the sales team. Voice recognition technology such as Hey DAN can be leveraged to quickly gather data and information for storage in this particular CRM platform. In fact, it is the perfect supplement to any tool  designed to capture customer information like Microsoft Dynamics CRM. Substantial data gets into the system which allows it to create a clear picture of the value gained from every customer interaction.


A quick look at Oracle CRM

In a world where AI and predictive analytics  is becoming key to every business’ success, quality and timely data entry is essential. Sales people’s capacity to convert leads into paying  customers relies heavily on their usage of accumulated and properly sorted data in relationship building It is then critical for businesses to invest in customer relationship management systems that can be easily integrated with voice recognition solutions for ease of storage, access and, the most taxing part for field sales representatives, data input. Oracle, one of the most trusted names in the IT industry, offers such and many other advantages through Oracle CRM. Let’s go over the detailst here.

Ease of Setup 

No one wants to go through an intricate process to start using any application. Furthermore, people get discouraged when operating a software requires purchasing of another one. The  plug-and-play design of Oracle CRM’s cheaper On-Demand package frees up users from such inconveniences as it only requires a web browser to access.  Their On-Premises option, while costly,  is suitable for larger enterprises that are more particular with data traffic control.  Monitoring and management of data that flow through it to businesses’ data centers is effortlessly achieved with the plug-in inclusions of the package. Both packages can be easily modified and synchronized with other systems such as SSO, expense tracking and speaker recognition solutions.

Voice Integration

One downside of Oracle CRM is its clunky UI. Having been around for a while, its design is a tad outdated and not as intuitive as the newer options in the market.  However, voice to Oracle CRM solutions enables business to easily overcome this challenge . A perfect example is Hey DAN which allows users in the field to simply speak customer data into it.. The API design of Oracle CRM enables quick integration with such CRM data entry service. The fusion makes it worlds easier for field personnel to efficiently capture customer data. It  allows them to focus on what they are primarily hired to perform which is to close sales deals.