Question

You work for ABC Company.  You have created a very good internet shopping website for your customers who can pick their products online, put them in the cart and pay online. However, you still use manual monitoring system to identify how many product views and website visitors every day. Your website software could only help you collect total number of views of each webpage, and you need to manually type these figures on spreadsheets and create some tables to analysis those figures by yourself. There are lots of potential problems. For example, time consuming, there are administrative errors, you could not segment customers and identify who are new customers.

You want to choose one CRM system in order to receive and track leads then turn them into paying customers. Your business strategy is very simple which is ‘give customers what they want, stay connected and get paid’.

According to your own research and you know that there are some popular products on the market and they do not cost much. For example, Zoho CRM, Sugar CRM etc. You can search these companies online and help you to understand more about how a CRM system to improve customer engagement.

1. Prepare a schedule for the development and trial your idea, and its integration with the organisation’s systems. Calculate the total time for the project, beginning with estimating the time, it will take to complete activities. Allow for:

• A comprehensive trial of the idea
• Analysis of issues and problem-solving
• Applying identified corrections

Be sure to identify dates for milestones to enable the team to monitor progress.

Answer 1

Using manual monitoring system to identify how many product views and website visitors every day can only be helpful to certain extent. There would be physical limitations of the system as it will be dependent on manual inputs.

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

The scenario: we want to change the value of number of visitors to the website at a particular time of the day.

Here’s how we did it:

We created a custom activity entity called “Timed Job Trigger”. We created it as an activity so we could make use of the “Regarding” field, which lets the user associate the record with just about any entity in CRM. In this example, the TEST trigger record is regarding "number of times people visited your website" record, but because it’s an activity entity, it could be regarding any other type of record.

Next, we scheduled a Bulk Delete job that will repeat every Friday night at 10:30 PM. It is designed to delete “Timed Job Trigger” records that match certain criteria (in this case, the Subject = “TEST”, in your scenarios you can create different bulk delete jobs that delete only the Timed Job Trigger records that match other criteria)

Lastly, we created a workflow rule that is executed when a “Timed Job Trigger” record is deleted. This is the trick of this simple solution. In our workflow rule, we perform the action that we want to happen every Friday night at 10:30pm. The timing is governed by the bulk delete job above. (In this example, we are just incrementing a field on the Contact record. You can use this same method to run any workflow logic you want on a schedule.)