1) The document discusses Salesforce, which started as a CRM platform and now offers various cloud-based products and services.
2) It describes how HCL was facing challenges with its legacy customer management system and migrated to Salesforce to gain benefits like rapid deployment, standardized sales processes, and improved integration.
3) Key aspects of Salesforce covered include its multi-tenant architecture, metadata-driven development model, products like Sales Cloud, Service Cloud, and App Cloud, and how it helped HCL improve productivity and governance.
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Traditional CRM vs Salesforce CRM
SALESFORCE CRM
Lower Cost
Hosted on company’s
own server
Takes months or even
years to set up
Difficult to
understand and use
Hosted on the cloud
Can be set up in few
days or weeks
Easy to use and
understand
TRADITIONAL CRM
High Cost
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Multi-Tenant Architecture
MULTI-TENANT ARCHITECTURE
Common
Application
for all Clients
Single instance of a software serves multiple
tenants.
Economical because resources and
maintenance are shared.
All data for all customers is stored in a single
database schema.
Provider has to update only one application and
changes will get updated for all the clients.
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Meta-Data Architecture
Salesforce platform uses a metadata-driven
development model.
Functionalities of an app are defined as
metadata in a database.
Allows developers to concentrate only on
building the application.
This increases developer’s productivity.
Polymorphic
Application
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Services And Products Offered By Salesforce
2. Marketing Cloud
3. Service Cloud
1. Sales Cloud
Barclays
Barclays uses sales cloud to track broker relationships
and the type and volume of mortgage deals.
Financial Times
Financial times uses marketing cloud to monitor and
engage with social customers.
Schneider Electric
With service cloud, over 4,000 service agents solve over
10 million cases each year.
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Services And Products Offered By Salesforce
5. Community Cloud
6. App Cloud
4. Analytics Cloud
Houghton Mifflin Harcourt
Analytics cloud is helping HMH to visualize data,
uncover new insights and immediately take actions.
Pegasus Solutions
Pegasus is using community cloud to let vendors
connect directly with resellers, distributors, and
partners to increase their sales.
Coco-Cola
Coco-Cola is powering multiple parts of its business
with custom apps built on app cloud.
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Services And Products Offered By Salesforce
8. IoT Cloud
9. Health Cloud
7. Commerce Cloud
Poppin
Commerce Cloud has helped Poppin unify B2B and
B2C shopping experience.
Philips
The IoT cloud is used by company’s “Digital
Accelerator” lab to develop connected products.
Centura Health
Health Cloud is helping Centura Health to
understand patients beyond their charts.
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Services And Products Offered By Salesforce
11. Chatter
10. Salesforce1
ScanBizCards
Britannica Encyclopedia
Using chatter, Britannica is able to log customer
feedback in real time and integrate it in product
development process.
Salesforce1 is enabling ScanBizCards users to export
a scanned card as a contact or lead.
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Challenges HCL Faced
HCL wanted to move from legacy .NET platform called SFA for
customer record management to a flexible platform.
HCL wanted to migrate to cater frequently changing business
requirements.
HCL wanted to overcome the challenges of data redundancy
and inconsistency caused by many applications.
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HCL Use-Case Solution
Integration with
Other Applications
Opportunity
Management
Inbuilt solution to capture, assign
and convert leads from internal
sources.
Lead Management Account Management Contact Management
Inbuilt solution for real-time search
of customer details.
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HCL Use-Case Solution
Integration with
Other Applications
Opportunity
Management
Inbuilt solution to capture, assign
and convert leads from internal
sources.
Lead Management Account Management
Inbuilt solution for real-time search
of customer details.
Custom features to manage data
flow after account conversion.
Contact Management
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HCL Use-Case Solution
Integration with
Other Applications
Custom features to enable product
pricing & create discounts to target
their opportunities.
Opportunity
Management
Inbuilt solution to capture, assign
and convert leads from internal
sources.
Lead Management Account Management
Inbuilt solution for real-time search
of customer details.
Custom features to manage data
flow after account conversion.
Contact Management
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HCL Use-Case Solution
Used Salesforce to integrate with
SAP, ODS & BI.
Integration with
Other Applications
Custom features to enable product
pricing & create discounts to target
their opportunities.
Opportunity
Management
Inbuilt solution to capture, assign
and convert leads from internal
sources.
Lead Management Account Management
Inbuilt solution for real-time search
of customer details.
Custom features to manage data
flow after account conversion.
Contact Management
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How did HCL benefit by choosing Salesforce?
Salesforce cloud platform enabled rapid deployment and brought about performance efficiency.
Salesforce Sales Cloud helped HCL develop a single application to standardize sales processes.
Salesforce App Cloud improved governance in areas like security and data integrity.
Ease of integration with 3rd party application improved productivity by 3-4 percent.
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