Most effective and to the point CRM management system
April 20, 2022

Most effective and to the point CRM management system

Dhaval Gala | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • Data Cloud for Marketing

Overall Satisfaction with Salesforce Marketing Cloud

We use Salesforce Audience Studio for end to end CRM management platform wrt complex SAP RFQ requirement across entire global level on PWC spanning a cross 56 countries.
Value addition :
Event based complex data attributes functionality provides integration platform for marketing team to match and leverage on demand/ supply of professional services
BI reports highlight overall CRM alerts with unlimited dimensions
Intelligent resources staffing and guidance being evaluated based on the contract period inputed for employees
Regulation compliance management: Entire set of Metadata provides ready reckoner for country wise extraction of requisite client data that may be required as per local regulations

  • Intelligent resource staffing
  • Rfq specific project structure hierarchy specific data management and triggering levels
  • Timely Client management through ensuring audit trial and activities optimisation levels/ department
  • Customisation flexibility for industry specific AI capabilities such as extracting/ integration based on work center capability utilization requirment
  • Development of readily available 'Quick to use' templates functionality portraying specific CRM capabilities
  • Notes/ guidance on integration with sap tables
  • Increased customer base since it helps timely crm managament
  • Establishing effective customer relationship management and sales force performance
  • Sales force contribution management and review
  • Development of Metadata structure for easy future template reference

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Suited: industry specific niche requirement to deliver timely performance/response being a key competitive advantage

Less appropriate: not suitable for standard market driven companies