Friday, September 23, 2011

Salesforce for B to C: Person Accounts

Salesforce was born from innovators in the enterprise software space - most notably from Oracle.  The salesforce.com application was heavily geared to helping business-to-business organizations, particularly very large multinational corporations, succeed. While the high end b-to-b market is huge, there are several trends that have blurred the lines between b-to-b and b-to-c to create more market opportunities for CRM vendors:
  • The Internet has helped accelerate the disintermediation between providers and purchasers
  • A relentless focus on customer relationships and service has become the standard way to do business
In particular with Salesforce, a cloud solution became a very convenient way for smaller organizations of all types to get even the most sophisticated software for a small monthly fee.  Included in this very vibrant industry are many b-to-c companies, the so-called 'mom and pop' stores.  They too have a sales process and customer management process (albeit with consumers) and as well deal with partners that provide supplies and provide channels for distribution and scale.

Person accounts are a great way to help organizations better support managing consumer relationships.  Whether you are an Internet b-to-c or a local store selling to consumers or a broker working with high net worth individuals, person accounts help you manage relationships with individuals who may not be a part of an organization (or account). 

Combined with Salesforce.com's API for integration, Salesforce.com can serve as a valuable platform to support B-to-C internet based businesses.  Start ups in particular can leverage much of the Salesforce.com platform to handle incoming registrations, manage people, handle workflow rules (including email alerts), handle support cases and more.  These features can save valuable development time in markets where time to market is key.

Person accounts do have some limitations.  First of all, person accounts are not available in all editions. As of this writing, person accounts are available in Enterprise, Unlimited and Developer editions.  Other differences include: person accounts can only be merged with other person accounts and person accounts have a different layout than Accounts/Contacts because of the different data that it tracks.  Once person accounts is turned on, you cannot turn it off.   There are a number of other minor differences that you can find out more by looking at the Salesforce.com help or by looking at their published Person Account Cheatsheet.  

Wednesday, September 7, 2011

Dreamforce 2011

MondayCall Solutions exhibited at Dreamforce 2011 at Moscone Center in San Francisco.  It was a big event, one of the largest if not largest technology conferences in the industry.  Marc Benioff was in top form as he evangelized the benefits of cloud computing and how it has helped leading companies cut costs and capture opportunities.  Better yet, Marc deferred to his customers - letting them deliver the message.

The focus of the conference clearly was on social.  Great social tools like Facebook and Twitter have been revolutionizing the consumer market - why not create similar technologies to revolutionize the enterprise.  With improvements to Chatter, the acquisition of Radian6 and the announcement of Data.com, salesforce.com is looking for innovative ways for companies to interact with its customers/partners and for the companies' employees to collaborate better with each other.

Many innovative companies in just about every industry have already taken advantage of these capabilities - looking for ways to continue to engage and impress its target market.