CRM Uzmanı - Teknik Sorular

Salesforce: Enterprise-focused, highly customizable, complex, expensive. Best for: Large sales teams, complex processes. HubSpot: User-friendly, inbound marketing focus, simpler, more affordable. Best for: SMBs, marketing-focused. Selection: Business needs, budget, technical resources, growth plans.

Principles: Keep it simple, avoid redundancy, future-proof. Design: Business requirements, data model, relationship mapping. Customization: Custom objects, custom fields, page layouts. Caution: Over-customization (maintenance nightmare). Documentation: Data dictionary, change management.

Process: Identify repetitive tasks, map current process, design automation (rules, actions). Examples: Lead assignment, email alerts, task creation, record updates. Tools: Process builder, flow builder, Apex code (Salesforce). Testing: Thorough testing, user acceptance. Monitoring: Error tracking, performance.

Principles: Least privilege, role-based access. Configuration: Profiles (field access, record access), roles (hierarchy), permission sets. Features: Two-factor authentication, IP restrictions, session management. Compliance: Data privacy (GDPR), audit trails. Regular: Access review, security updates.

API types: REST API, SOAP API, Bulk API. Use cases: Data sync, custom integrations, automation. Tools: Postman (testing), Workbench (Salesforce), programming (Python, Java). Authentication: OAuth, API keys. Documentation: API documentation, error handling.

Native reports: CRM-built, easy to use, real-time, limited customization. BI tools: Advanced visualization, data blending, complex analysis. Integration: Data warehouse, ETL process, scheduled sync. Selection: Reporting needs, technical resources, data complexity. Best practice: Hybrid approach.

Features: Mobile app, responsive design, offline access, geo-location. Configuration: Mobile layouts, simplified navigation, essential features. Use cases: Sales on-the-go, field service, event management. Adoption: User training, device management. Benefits: Real-time data, productivity.

Process: 1) Data audit (source, quality), 2) Mapping (fields, relationships), 3) Cleansing (duplicates, validation), 4) Migration (ETL tools), 5) Validation (accuracy, completeness), 6) Go-live. Challenges: Data quality, downtime, user adoption. Tools: Data loader, ETL software (Informatica, Talend). Testing: Extensive testing, rollback plan.

Process: Business needs, app research, trial testing, reference checks. Evaluation: Functionality, reviews, support, cost, compatibility. Popular apps: DocuSign (documents), Conga (documents), Mailchimp (email). Caution: App bloat, maintenance overhead. Best practice: Essential apps only.

Issues: Slow page loads, data volume, complex automation. Solutions: Indexing, data archiving, soql optimization, page layout simplification. Monitoring: System performance, user feedback. Tools: Salesforce Optimizer, performance dashboards. Regular: Health checks, cleanup.