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Customer Relationship Management (CRM) solutions have, for years, been a very effective tool for attracting new prospects, increasing sales, and building better relationships with customers. Now, as more and more services are going to the cloud, companies are discovering the benefits of adapting their processes to cloud-based CRM and they are making this transition a major priority.

多年来，客户关系管理(CRM)解决方案一直是吸引新客户，增加销售并与客户建立更好关系的非常有效的工具。 现在，随着越来越多的服务进入云计算，公司发现了将其流程适应基于云的CRM的好处，并且他们将这种过渡作为首要任务。

Cloud-based applications have made it possible to work more effectively without making major infrastructure investments. This, of course, is appealing to businesses that are constantly looking for ways to improve profitability in a difficult economy, but it is also leading to a change in the way the sales teams and customers interact. This is simply a result of both sides of the transaction having unprecedented access to important information anywhere they have an internet connection.

基于云的应用程序使无需投入大量基础架构即可更有效地工作。 当然，这吸引了不断寻求在困难的经济中提高盈利能力的企业，但同时也导致了销售团队和客户互动方式的改变。 这仅仅是交易双方在与Internet连接的任何地方都可以前所未有地访问重要信息的结果。

There are a number of options for online CRM solutions from different developers, which has led to a number of solutions when a company is ready to turn to the cloud.

来自不同开发人员的在线CRM解决方案有很多选择，当公司准备转向云时，就产生了许多解决方案。

Microsoft Dynamics CRM在线 (Microsoft Dynamics CRM Online)

Microsoft’s cloud solution was developed to balance flexibility and security. Many companies require a lot of scalability but are still justifiably concerned about the level of security around some very important data, and Microsoft’s online CRM is able to walk that line while still maintaining compliance with industry regulations.

微软的云解决方案旨在平衡灵活性和安全性。 许多公司需要大量的可伸缩性，但仍然有理由担心一些非常重要的数据周围的安全级别，并且Microsoft的在线CRM能够在遵守行业法规的前提下走这条路。

Taking CRM online creates a system that is much easier to scale as the company grows or shrinks, and Microsoft Dynamics Online gives companies the ability to increase or decrease their service as needed, even on a monthly basis. Companies can add or remove storage, workflows or other elements as needed, and even change its deployment if it ever becomes necessary to switch to a private cloud.

使CRM Online可以创建一个随着公司的成长或收缩而易于扩展的系统，并且Microsoft Dynamics Online使公司能够根据需要(甚至每月)增加或减少其服务。 公司可以根据需要添加或删除存储，工作流或其他元素，甚至在有必要切换到私有云时甚至更改其部署。

Security remains an issue that every company must consider as they go to the cloud, and this online CRM system follows the Microsoft Security Development Lifecycle, which deals with security measures through the design, build and implementation phases. It employs SSL security on the web application, and users can set custom-defined security roles. There is also no co-mingling of customer data, and the information that is stored in the cloud will never be used for data mining activities.

安全性仍然是每个公司上云时必须考虑的问题，并且此在线CRM系统遵循Microsoft安全开发生命周期，该生命周期通过设计，构建和实施阶段来处理安全措施。 它在Web应用程序上采用SSL安全性，用户可以设置自定义安全角色。 客户数据也不会混合在一起，存储在云中的信息将永远不会用于数据挖掘活动。

Microsoft takes extra precautions to make sure valuable data isn’t lost to unforeseen problems. Many aspects of the system are configured in an N+1 redundant configuration which eliminates single points of failure. At the same time, the data centers perform a backup to tape every day (encrypting the data as they go) to avoid any major business breakdowns. These steps are extremely important because business won’t use the cloud if they don’t feel it is stable.

Microsoft采取了额外的预防措施，以确保宝贵的数据不会因不可预见的问题而丢失。 系统的许多方面都以N + 1冗余配置进行配置，从而消除了单点故障。 同时，数据中心每天都要执行到磁带的备份(对数据进行加密)，以避免任何重大的业务故障。 这些步骤非常重要，因为如果企业认为云不稳定，就不会使用云。

销售队伍 (Salesforce)

Salesforce is one of the pioneers in the industry, and they remain one of the biggest providers of CRM solutions. Their cloud offerings are split into a couple different products, the Sales Cloud and the Service Cloud, and they each offer different features.

Salesforce是该行业的先驱者之一，他们仍然是最大的CRM解决方案提供商之一。 他们的云产品分为几个不同的产品，即销售云和服务云，它们各自提供不同的功能。

The Sales Cloud can pull in information from popular social sites, generating valuable information about trends and opinions that the sales team can really use. It also has a mobile feature (like Microsoft Dynamics) which, along with its social network for employees, opens up a lot of possibilities for collaboration.

Sales Cloud可以从流行的社交网站获取信息，从而生成有关销售团队可以真正使用的趋势和意见的有价值的信息。 它还具有移动功能(如Microsoft Dynamics)，该功能及其面向员工的社交网络为协作提供了许多可能性。

Service Cloud was designed to help empower customers and sales teams by providing the kind of updates they need all the time. Questions and conversations on social media channels are routed to the sales team to keep them appraised of new developments, and there are some tools for visual workflows to manage various support processes.

Service Cloud旨在通过始终提供所需的更新来帮助增强客户和销售团队的能力。 社交媒体渠道上的问题和对话会发送给销售团队，以使他们对新的发展情况进行评估，并且有一些可视化工作流工具可以管理各种支持流程。

云迁移 (The Cloud Migration)

These aren’t the only two companies that are providing CRM services in the cloud. Others, like Oracle, who have provided offline solutions for a long time, are now integrating sales and marketing in services that are delivered through the cloud. As more and more clients demand the security, simplicity, and cost-effectiveness of these solutions, we will start to see a much larger movement to get sales teams and customers to connect through these systems.

这些并不是仅有的两家在云中提供CRM服务的公司。 像Oracle这样的其他公司则提供了长期的脱机解决方案，现在他们正在将销售和市场营销集成到通过云交付的服务中。 随着越来越多的客户要求这些解决方案的安全性，简便性和成本效益，我们将开始看到更大的动静，以促使销售团队和客户通过这些系统进行连接。

翻译自: https://www.sitepoint.com/crm-reaches-for-the-clouds/

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