Synopses & Reviews
Close deals faster, gain real-time visibility into sales, and collaborate instantly — with Salesforce.com!
What value do you put on your customer and partner relationships? If you're a sales rep, it's your livelihood. And if you're in management, your partner and customer base are your most valuable assets. What if you had a tool that could truly help you manage your partners and customers? That tool is Salesforce.com, and here's your guide to putting its power to work for you.
Get your head in the clouds — understand salesforce.com's Sales Cloud and Service Cloud and how to use its Web-based tools
Collaborate with Chatter — use Chatter to get sales, marketing, and support departments communicating in new ways
Track your customers and partners — use Salesforce to manage your existing business relationships as well as those with key prospects
Be a rainmaker with Sales Cloud — track sales from lead to close, and team Salesforce with Google AdWords to maximize your marketing
Be a hero with Service Cloud — delight your customers by delivering fast and accurate support
Measure your performance — enable sales reps, managers, and executives to see and analyze the data
Design your own solution — customize Salesforce with Force.com to meet your needs and objectives
Open the book and find:
Advice on navigating and personalizing salesforce.com
How to track leads, accounts, contacts, and opportunities
Tips for collaborating with Chatter
Secrets for improving marketing campaigns
Steps for creating quotes with products and price books
Solutions for managing cases with the Service Cloud
Keys to driving more productivity
Ways to customize Salesforce with Force.com
Solve business challenges, drive sales, and deliver superior customer service
Use Chatter to collaborate with colleagues and solve issues faster
Manage accounts, develop contacts, and coordinate activities
Prospect leads, track opportunities, and drive demand with campaigns
An ideal introductory reference to salesforce.com--completely updated and revised throughout
As the global leader in on-demand customer relationship management (CRM), salesforce.com drives more success than any other CRM solution. Salesforce.com allows businesses to organize and manage all of their customer information. Written by two leading CRM authorities, this straightforward guide shows you how salesforce.com can be used to solve business challenges, manage products, calculate forecasts, and drive demand with campaigns.
Revised to cover the latest updates and enhancements to salesforce.com, this new edition carries on the style of the previous bestselling editions. You'll learn to personalize your system, develop contacts, manage accounts and activities, analyze data with reports, maintain your data, and more. Explains how salesforce.com is a customizable on-demand CRM solution, which allows businesses to organize and manage all of their customer information Offers updates on how salesforce.com can help you organize contacts, log activities with contacts, schedule business appointments, use forecasting tools to predict upcoming sales, communicate effectively, and make accurate projections based on past performance Details ways salesforce.com can be used to develop contacts, send and track e-mail, track opportunities, manage products, drive demand with campaigns, maintain data, and more
Whether you're new to salesforce.com, considering salesforce.com for your business, or looking to increase your understanding of salesforce.com, this guide will help you accomplish manage all your CRM needs.
The ideal introductory reference on salesforce.com—now fully updated throughout!
As the global leader in on-demand customer relationship management (CRM), salesforce.com helps companies all over the world manage their sales, marketing, and customer service and support operations. Written by two salesforce.com insiders, this straightforward introduction clearly explains how to organize contacts, log activities with contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more.
- Walks you through the benefits and capabilities of the world’s most popular customer relationship management (CRM) software—salesforce.com
- Covers the latest enhancements to salesforce.com and explains how to choose the right edition of salesforce.com to suit your business needs
- Details how to personalize your system, manage accounts, develop contacts, manage activities, track products, calculate forecasts, drive demand, utilize service and support, and more
- Addresses extending salesforce.com beyond CRM as well as migrating and managing your data
Get started solving common sales, marketing, client, and customer service challenges with salesforce.com—and make your business a force to be reckoned with!
About the Author
is Vice President, Dreamforce, Customer Marketing Programs, at Salesforce.com and a leading authority on CRM.
Liz Kao is a salesforce.com consultant and Software as a Service expert who advises companies on their CRM needs.
Matt Kaufman is CEO of MK Partners, a leader in salesforce.com consulting for the public sector and nonprofit organizations.
Table of Contents
Part I: Salesforce Basics.
Chapter 1: Looking Over Salesforce.
Chapter 2: Navigating Salesforce.
Chapter 3: Personalizing Your System.
Part II: Keeping Track of Customer Relationships.
Chapter 4: Managing Accounts.
Chapter 5: Developing Contacts.
Chapter 6: Collaborating with Chatter.
Chapter 7: Managing Activities.
Chapter 8: Sending E-Mail.
Part III: Driving Sales with Sales Cloud.
Chapter 9: Prospecting Leads.
Chapter 10: Tracking Opportunities.
Chapter 11: Tracking Products, Price Books, and Quotes.
Chapter 12: Managing Your Partners.
Part IV: Optimizing Marketing with Sales Cloud.
Chapter 13: Driving Demand with Campaigns.
Chapter 14: Building Your Internet Marketing Channel.
Chapter 15: Driving Sales Effectiveness with Document Management.
Part V: Delighting Customers with Service Cloud.
Chapter 16: Performing Fast and Accurate Support.
Chapter 17: Managing Your Service Cloud 2 Solution.
Part VI: Measuring Overall Business Performance.
Chapter 18: Analyzing Data with Reports.
Chapter 19: Seeing the Big Picture with Dashboards.
Part VII: Designing the Solution with Force.com.
Chapter 20: Fine-Tuning the Confi guration.
Chapter 21: Customizing Salesforce with Force.com.
Chapter 22: Extending Salesforce beyond CRM with Custom Cloud.
Chapter 23: Migrating and Maintaining Your Data.
Part VIII: The Part of Tens.
Chapter 24: Ten Ways to Drive More Productivity.
Chapter 25: Ten Keys to a Successful Implementation.