Author : Stephen Ho – UPP Delivery
Salesforce is commonly known as world's most CRM platform. However, not many businesses are acknowledged that it can also be implemented and optimized as an ERP tool for internal management. This is where UPP's special Salesforce consulting comes in. In this blog post, we will point out UPP's unique Salesforce consulting service and how we customize it for our own internal management.
- What makes UPP's Salesforce special?
Salesforce is being used by many businesses to manage customer data since it provides high security, great reliability, and adjustable costs based on the size of the firm.
However, Salesforce is not an ERP (Enterprise Resource Planning) tool by definition; its utilities only help to enhance and support ERP. Most firms use Salesforce as a CRM tool to manage Customers, and another ERP tool to manage internal procedures. This is rather inconvenient, as it raises the expense of management tools, and requires time for all employees to be able to utilize both tools smoothly without being confused by the difference, concerning the interface, and operation, ...
UPP's experts have studied Salesforce's strengths to provide powerful procedures with great efficiency. We can help firms use Salesforce as a self-contained, all-in-one, and efficient ERP and CRM platform, rather than just a simple CRM tool. Furthermore, based on our extensive expertise in establishing and maintaining various systems, we are confident in providing the most effective solution: Maximizing the use of licenses, yet keeping the number of licenses needed as low as possible.
We regard Internal Management Subjects as Customers, making Salesforce useful for both CRM and ERP. When compared to using each tool separately, this will considerably boost job efficiency and save management costs.
As a company in the IT industry, UPP Global Technology is maximizing Salesforce's capabilities by using it as an ERP solution for internal administration and operations. We will give more specific applications in the next article.
UPP Global Technology has been maximizing the potential of Salesforce by implementing it as a self-contained, comprehensive, and effective ERP tool for the internal management of the company.
- Salesforce application in Human Resource Management
The HR Department of UPP considers an Employee as a Customer to take care of and manage.
Based on data about personal information, we create Campaigns to organize internal communication activities suitable for Employees, including organizing birthday events based on data about employees' birthdays, or interest-based Team Building activities to help with internal cohesion.
We can monitor more closely the data on the employee's project activities, thereby promoting strengths, as well as detecting areas for improvement to promptly organize skills courses. software, improve professional skills, problem-solving ability, information search, and exercise initiative at work.
Salesforce helps to enhance communication between the HR department - Employees:
The management department thoroughly captures information about Employees, thereby easily managing and allocating resources appropriately, increasing work efficiency and significantly reducing risks. On the contrary, Employees can promptly raise difficulties, be shown things to improve, and gain knowledge to be able to achieve work goals.
- How can Salesforce assist Recruitment?
Similarly, UPP's REC department considers the Candidate as a Client for care and management.
According to the Human Resource Management Plan from the HR department, the Recruitment team will search, and screen suitable Candidates based on aggregated data about the Candidate's information, such as working history, interview history, etc. advice, personal personality, or working style, ...
With the utilities and data from Salesforce, the recruiting department can create Training Campaigns for Candidates who do not have enough knowledge but have the potential to improve their expertise, thereby creating a strong attraction to candidates. Moreover, we can also save and flexibly use Candidates who have not passed or have not been suitable for previous positions but are qualified for later positions. Salesforce also helps the Recruitment team to follow up and take care of Candidates better by storing data in a systematic way, avoiding missing potential Candidates.
- Salesforce makes Asset Management easier.
Once again, we treat Public Assets as Clients to manage.
The systematic storage of information helps the management team to more closely control the storage and usage process, thereby providing more accurate reports on depreciation, time of warranty, maintenance, cost of new purchase or repair, and so on to suit the project and use needs of the company. We may also receive feedback on the use of public properties as a source of information to evaluate the quality of suppliers.
Grasping the market demand, UPP Global Technology is no longer just deploying Salesforce as a mere CRM system. We offer solutions that maximize Salesforce's potential to optimize operational costs and increase work efficiency. A team of experienced professionals, working continuously and long-term with Salesforce can help supplement and build an ERP system suitable for businesses, and increase productivity and work efficiency.
The management department thoroughly captures information about Employees, thereby easily managing and allocating resources appropriately, increasing work efficiency and significantly reducing risks. On the contrary, Employees can promptly raise difficulties, be shown things to improve and gain knowledge to be able to achieve work goals.
