Salesforce.com

Salesforce is your complete toolkit for sales success

The Sales Cloud puts everything in one place. It’s as easy to use as your favorite consumer Web sites and the information you care about most gets pushed to you in real time. Suddenly, sales success is not only possible, it’s easy. Contact us for more information on Salesforce.com.

See everything the Sales Cloud offers below.

Chatter Chatter
Collaborate instantly. Get real-time updates pushed to you on the people, data, and documents that can help you close your deals.
 
Accounts and contacts Accounts and contacts
Everything you need to know about your customers and prospects - all in one place.
 
 
 
Marketing and leads Marketing and leads
Close that gap between marketing and sales with better quality leads—and more of them. 
 
Opportunities and quotes Opportunities and quotes
When you have critical deals in the works, don’t let anything slip through the cracks.
 
 
Jigsaw Jigsaw data services
Your CRM data just got a whole lot better with real-time contact info and automated data hygiene.
 
 
Visual process manager Approvals and workflow
Nothing should impede the momentum of your sales efforts. Drag and drop to create automated processes with these tools. 
 
Email and productivity Email and calendaring
Don’t change the way you work. With the Sales Cloud, you can work seamlessly with the tools you already use everyday. 
 
Content library Content library
Stop searching aimlessly for that killer presentation… that new product datasheet… that updated price sheet. It’s right at your fingertips.
 
Analytics and forecasting Analytics and forecasting
Get the insight you need to keep your sales on track and moving efficiently.
 
 
 
Partners Partners
Stop waiting for partner updates. Now you can have complete visibility into both direct and indirect sales channels with one view.
 
Mobile Mobile
Having the latest information can improve customer relations and accelerate your deals. Stay on top of your business from any location on any device. 
AppExchange AppExchange
Discover hundreds of apps and services that will expand your sales success. Want more solutions? Look no further. 
 
 

Contact us for more information on Salesforce.

 Product News

Are you ready for some football? Come join us for Monday Night Football on the big screen at the e-automate User Group meeting! On Monday evening (October 15), we will be hosting Monday Night Football (after the Vendor Reception) at Brewvies Cinema Pub a little over a block from the Sheraton in Salt Lake City, Utah. Denver Broncos vs. San Diego Chargers. FREE FOOD AND DRINK! Just walk on over after the reception is finished... come see us in our booth for more details.

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October 14-16: QuipWare User Group in Denver, CO
October 15-18: e-automate User Group in Salt Lake City, UT

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Want an easy way to keep up with the latest at Relevant CRM? Follow us on LinkedIn! For office equipment dealers, we have created a group called "Relevant CRM Office Equipment User Group". This is a great forum for discussing your CRM solution with other dealers... recommendations, what works for you, what you would like to see improved, or any new CRM products and features you would like to see. We are excited to see active discussions and feedback! Click here to visit our LinkedIn company page. Don't forget to search for our Office Equipment User Group and request to join!

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Relevant CRM will be attending the 2012 Annual MHEDA Convention and Exhibitors' Showcase on May 7th! Come visit us in Booth #102, located next to DIS (Dealer Information Systems) near the show entrance. Relevant CRM has been providing CRM solutions for the Material Handling, Heavy Equipment, and Lift Truck industries since 2003.

 

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The concept of Net Promoter Score is simple… it is a research tool used to gauge customer satisfaction and loyalty. It asks the question, “What is the likelihood you would recommend our company to a friend or colleague?” Research has shown that a company’s rate of growth is directly correlated with the probability of endorsement from customers. This score provides useful insight that can help you increase your customer satisfaction, and this information is inserted directly into Microsoft CRM by means of your current connector.

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Relevant CRM will attend ITEX 2012 on April 18-19 at The Mirage in Las Vegas, NV. ITEX is the largest and most comprehensive tradeshow for the office equipment industry in North America. Relevant CRM has provided Microsoft CRM and GoldMine solutions tailored to the Office Equipment industry for the past 7 years. With our industry and CRM experience, we know we can help grow your customer base and profitability. Visit us at ITEX booth 813 to learn more!

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Microsoft Dynamics CRM 2011 offers an internet-facing deployment (IFD), just like the previous version. Well, not exactly like the previous version -- you can still set up your CRM deployment to be accessible from the internet for your mobile users, but the process of setting it up is significantly more complicated. CRM 2011 takes advantage of Active Directory Federated Services (ADFS), a standards-based technology for controlling security access to internet services. So, you'll have to set up ADFS on your network, and you'll also have to buy an SSL certificate for your CRM server (which is a good idea anyway).

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Our consultants successfully completed the Partner Certification Training Course last week and are knowledgeable on the installation and configuration of CWR Mobility. Give us a call today at 919-554-1919 to become mobile with Microsoft CRM.

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Relevant CRM's President & CEO, Harry Shaughnessy, is featured in a Small Business Insight of the Triangle article today! Entitled Techies Can Sell, Too!, this article spotlights how Harry built his business around CRM, how it has evolved over time, and how Relevant has dealt with the market downturn and shifts in corporate strategy.

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