Book description
Your all-access guide to reaping the benefits of Salesforce.comSalesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Written by Salesforce.com insiders with years of experience in customer relationship management (CRM) solutions, Salesforce.com For Dummies gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You'll discover how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, create accurate projects based on past performance, and so much more.
A customizable, on-demand CRM solution, Salesforce.com allows businesses to organize and manage all of their customer information—leads, opportunities, contacts, accounts, cases, and solutions—in one place. Whether you're a Windows or Mac user, this down-to-earth, friendly guide shows you how to maximize Salesforce.com's capabilities to close deals faster, gain real-time visibility into sales, and collaborate instantly.
- Customize the new user interface with apps, widgets, and tools
- Prospect leads, drive sales, and provide outstanding customer service
- Manage contacts, identify opportunities, and analyze your results
- Collaborate with colleagues using Chatter
If you're new to Salesforce.com or an existing user looking for the latest tips and tricks to maximize its potential, this friendly guide has you covered.
Table of contents
-
- Cover
- Introduction
- Part 1: Introducing Salesforce
- Part 2: Understanding Salesforce Features
- Part 3: Closing More Deals with Sales Cloud
- Part 4: Providing Support with Service Cloud
- Part 5: Generating Demand with Marketing Cloud
- Part 6: Mastering Basic Salesforce Administration
- Part 7: Measuring Overall Business Performance
-
Part 8: The Part of Tens
- Chapter 25: Ten Ways to Drive More Productivity
-
Chapter 26: Ten Keys to a Successful Implementation
- Identifying Your Executive Sponsor
- Building Your Project Team
- Evaluating Your Processes
- Gathering Requirements
- Defining Your Scope and Prioritizing Initiatives
- Modeling Salesforce to Your Business
- Customizing for User Relevance
- Importing Clean Data
- Building a Comprehensive Training Plan
- Connecting with Peers
- About the Authors
- Advertisement Page
- Connect with Dummies
- End User License Agreement
Product information
- Title: Salesforce.com For Dummies
- Author(s):
- Release date: April 2016
- Publisher(s): For Dummies
- ISBN: 9781119239314
You might also like
book
Marketing Automation For Dummies
Multiply the effectiveness of your campaigns with marketing automation Marketing automation technology has been shown to …
book
Improving Sales and Marketing Collaboration
Sales and marketing are two primary business functions that focus on creating satisfied customers. Due to …
book
The Developer’s Guide to the Force.com Platform
The Force.com Developer Guide presents a complete picture of the capabilities of the Force.com platform. Aimed …
book
Building a Salesforce-Powered Front Office: A Quick-Start Guide
Harness the power of Salesforce to manage and grow your business. This book shows you how …