Implementación de módulo de videoconferencia sobre Salesforce
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2017
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Abstract
En la actualidad el uso de internet en la vida de las personas crece de forma exponencial y se ha convertido en una necesidad. Cada vez son más las actividades cotidianas que realizamos utilizando este medio y la sociedad ha ido modificando la forma de realizar sus tareas apoyándose en la facilidad y comodidad que brinda internet, como por ejemplo a la hora de hacer reuniones. Si se utiliza un sistema de videoconferencia es muy fácil comunicarse con cualquier persona sin necesidad de desplazarse a otro sitio y muchas empresas han optado por esta vía para ponerse en contacto con clientes o colegas de forma más sencilla y minimizando los costes.
Por otro lado, existen hoy en día un gran número de empresas que utilizan el software para gestionar la relación con los clientes (CRM) de Salesforce, ya que Salesforce ofrece un servicio muy potente y porque todo su CRM se gestiona desde la nube. La potencia de Salesforce llega a tal que muchos clientes, mientras están trabajando, lo tienen abierto continuamente.
Una debilidad, no obstante, del CRM es el soporte que proporciona para mantener reuniones entre usuarios del propio Salesforce y/o usuarios externos. Hasta ahora, las reuniones requieren del uso de otras aplicaciones externas, de forma que si los usuarios precisan registrar alguna información relacionada con las mismas, tienen que hacerlo de forma manual en el CRM, algo tedioso y propenso a olvidos.
El presente proyecto ha consistido en la creación de una aplicación que integra con el CRM de Salesforce un sistema de videoconferencia para que el usuario no requiera de aplicaciones de terceros para llevar a cabo las reuniones de su día a día. Meetings es el nombre de la aplicación desarrollada, y entre sus funcionalidades están las de crear y gestionar reuniones dentro del CRM, invitar a personas con independencia de que sean usuarios de Salesforce o no y realizar la videoconferencia con dichas personas. Todos los detalles de esa videoconferencia se guardarán automáticamente al finalizar, en el registro de reuniones del CRM.
Everyday there're more and more activities that we use and it has been modifying the way to perform their tasks based on the ease and comfort provided by the internet, such as when it comes to meetings. It is very easy to communicate with anyone if you use the videoconferencing system, without having to move to another site and many companies have chosen this way to get in touch with customers or colleagues in a simpler way and minimizing costs. On the other hand, there are a large number of companies that use the software to manage Salesforce's CRM, since Salesforce offers a very powerful service and because all CRM is managed from the cloud. Such is the power that Salesforce has that many customers, while they are working, have it open continuously. However a weakness of CRM is the support it provides to hold meetings between users of Salesforce itself and/or external users. So far, meetings require the use of other external applications, so if users need to record some information related to them, they have to do it manually in the CRM, something tedious and prone to forget. This project has consisted in the creation of an application that integrates with Salesforce CRM a videoconference system so that the user does not require third-party applications to carry out their day-to-day meetings. Meetings is the name of the developed application, and among its functions are to create and manage meetings within the CRM, invite people regardless of whether they are users of Salesforce or not and realize the videoconference with such people. All details of that videoconference will be automatically saved at the end of the CRM meeting log
Everyday there're more and more activities that we use and it has been modifying the way to perform their tasks based on the ease and comfort provided by the internet, such as when it comes to meetings. It is very easy to communicate with anyone if you use the videoconferencing system, without having to move to another site and many companies have chosen this way to get in touch with customers or colleagues in a simpler way and minimizing costs. On the other hand, there are a large number of companies that use the software to manage Salesforce's CRM, since Salesforce offers a very powerful service and because all CRM is managed from the cloud. Such is the power that Salesforce has that many customers, while they are working, have it open continuously. However a weakness of CRM is the support it provides to hold meetings between users of Salesforce itself and/or external users. So far, meetings require the use of other external applications, so if users need to record some information related to them, they have to do it manually in the CRM, something tedious and prone to forget. This project has consisted in the creation of an application that integrates with Salesforce CRM a videoconference system so that the user does not require third-party applications to carry out their day-to-day meetings. Meetings is the name of the developed application, and among its functions are to create and manage meetings within the CRM, invite people regardless of whether they are users of Salesforce or not and realize the videoconference with such people. All details of that videoconference will be automatically saved at the end of the CRM meeting log
Description
Trabajo de Fin de Grado en Ingeniería Informática (Universidad Complutense, Facultad de Informática, curso 2016/2017)