Salesforce Customer Relationship Management


Customer relationship management (CRM) is software that helps manage a company’s interactions with leads, prospects, and customers. A CRM system stores the relationship history and provides a set of sales tools to help acquire and retain customers in order to drive sales growth. Salesforce is a leader in the CRM space and is widely adopted by enterprises around the globe.

What is Salesforce?

Salesforce lets you instantly access your customer records and collaborate with them in a number of ways. Salesforce is hosted in the cloud so you don't need local servers, networks, operating systems, or be concerned about security. This is all taken care of.

You pay for Salesforce with "Software as a Service" (SaaS) subscription payments. This lets you access your CRM online which makes it cost-effective, easy to use, and quick to get started.

Salesforce is the worldwide leader in cloud services. Salesforce was founded in 1999 by former Oracle executive Marc Benioff who pioneered the concept of delivering enterprise applications via a simple website.

We often hear, "But what is Salesforce?". To answer, we use a diagram to show how Salesforce helps businesses effectively communicate with new and existing clients. We track a typical path through Salesforce after a visitor has shown an interest in your product or service.


If your process is different, Salesforce has the ability to create custom objects specific to your business. Relationships can be created with other customer objects or existing standard entities. Salesforce is highly configurable. 

To track the progress of your business, Salesforce has configurable reporting across data entered into the system. Report results can be displayed visually in a dashboard using a range of informative charts and tables.

1. The visitor fills out a lead form on your website or calls your office requesting more details about your product. 
2. A new lead record is created in Salesforce.
3. Leads can be filtered into lists and bulk emailed.
4. When more is known about a lead (qualified), the record can be converted to a contact and associated with an account.
5. Contacts can be filtered into lists and bulk emailed.
6. Accounts (and contacts) have opportunities that relate to the sales of a product (or service). Opportunities can have quotes and products.
7. Products have individual assets. If an asset has an issue, it can have one or more cases registered against it.

Why Salesforce?

Unparalleled time to value: Reduces the implementation risk by eliminating up-front capital investment making the path to CRM success exceptionally short.

Less expensive initially: A multi-tenant, on-demand solution has no hardware to purchase, scale, and maintain, no operating systems, database servers, or application servers to install, no consultants and staff to manage, and no need for periodic upgrades.

Easy upgrades: Customers benefit from instant deployment of new versions, which means the entire customer base always has the latest version. Customizations and integrations are maintained through upgrades so the focus can be on taking advantage of the new features and innovations available with each release.

Better service delivery: Salesforce uses the best technologies, policies, and procedures to ensure security at the facilities, application, and network-level; to ensure maximum uptime and continuous availability, and to provide an impressive performance record.

Better scalability: Successful businesses are continually changing and growing. Employee growth, transaction growth, the launching of new products and services, mergers and acquisitions, or any number of business events can dramatically and suddenly alter business needs.

Easier to customize: Salesforce was designed to allow basic customizations to the user interface and data objects in minutes, without programming. Minor customizations are easy. An IT team is only required for advanced customizations.

Users are more satisfied and productive: On-premise deployments often fail because of low user adoption — data that’s cluttered or difficult to get to quickly results in user resistance. Salesforce has an award-winning, easy-to-use interface that has the highest user adoption rates in the industry.

Easier for administrators: Administrators can tailor processes and define how data is viewed for different departments and workgroups while ensuring users can access data for which they are authorized.

Nurturing true value and innovation: Salesforce frees developers to focus on developing solutions that deliver real business value. A host of on-demand development tools are available and the community has grown rapidly, resulting in thousands of innovative solutions available to customers via the AppExchange, the popular marketplace for pre-integrated, on-demand applications.

Registered Partner


Their are several ways to try out Salesforce so please call and let us walk you through the options. 

We are passionate about Salesforce and seeing the positive impact it brings to the profitability of businesses that use it. We consider it a privilege to collaborate with customers, learn about their systems, and apply our knowledge to streamline their business processes.



Our enterprise experience  gives us a comprehensive understanding of the sales and marketing space and made us the trusted partner to many customers including several Fortune 500 companies.  Use this global experience and technical expertise to improve your sales and marketing solutions.

To try Salesforce, fill in the form or call during New Zealand business hours.

Tel: +64 (3) 547 8200

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