Hi Mike,

I've been browsing around your forum and I've seen some interesting stuff. We're thinking about ditching our current CRM and migrating over to SalesForce. Our model is commonly used and is known as continuity. We have products and service that are sold through simple one or two page websites. All of our servers run PHP5/MYSQL5 so that is our preferred language.

We need to be able to set up payment plans for those who buy our product. Here are a few examples:

$1.95 Immediately then $59.95 7 days later then $59.95 30 days later.

or

$1.95 immediately then $59.95 7 days later then an ongoing $59.95 every 30 days thereafter until the user cancels.

We have multiple products and each product needs to be kept seperate from the others.

With our current CRM we use what they call "TAGS". Tags are put on a user so we know what they've done. If a person has filled out a lead form then we tag them at "LEAD" if the bought the product we tag them as "BUYER". If they have amembership account to private website then we tag them as "WEB MEMBER".

With the API we would need to be able to do some of these simple tasks:

1) Process orders. Currently we use PHP cURL to POST our order forms to our CRM and then the CRM processes the order. Is this similar to how we'd interact with SalesForce or would we use the API?

2) Query the customer and get all their information/order information

3) Add notes to the user for certain events. If the user downloads a file or logs into a member website we like to log an event with a timestamp and IP address



Does it sound like Salesforce is a good fit for us?

Thanks mike!

Ben

Originally Posted by diablomediaben

Hi Mike,


1) Process orders. Currently we use PHP cURL to POST our order forms to our CRM and then the CRM processes the order. Is this similar to how we'd interact with SalesForce or would we use the API? You would use the API to connect and insert your data into salesforce man

You would use the salesforce API to post your form to salesforce and could invoke workflows and outbound messages in salesforce when certain events take place.

Originally Posted by diablomediaben

2) Query the customer and get all their information/order information

Sure you could query the information from salesforce as long as you had a where clause in your query to match up on the data. Salesforce creates an individual ID for each record on each table that it is inserted into their database/object.

Originally Posted by diablomediaben

3) Add notes to the user for certain events. If the user downloads a file or logs into a member website we like to log an event with a timestamp and IP address

You could also do this

Originally Posted by diablomediaben

Does it sound like Salesforce is a good fit for us?

Thanks mike!

Ben

Sure Ben it sounds like this would be a perfect fit for you needs, but I would suggest getting a developer addition, it is free, and taking it for a test drive

I would be glad talking off line about this with you, if you think you need that

Thanks for joining the site and I am truly sorry for taking so long to respond, I have been hammered at work and have not had the time to come check in


Let me know if there is anything else you need and I hope that I answered your questions thoroughly enough!


~Mike