Synopses & Reviews
Learn to:- Prospect leads, drive sales, and provide outstanding customer service
- Manage contacts, identify opportunities, and analyze your results
- Collaborate with colleagues and connect directly with your customers
- Take advantage of Salesforce.com marketing tools and services
Discover how you can use Salesforce.com to ramp up your sales and customer service!
Dive into Salesforce.com to manage leads, prospect for clients, manage your existing relationships, and more! If you’re a sales professional, customer and partner relationships are your livelihood. This comprehensive, easy-to-read guide shows you how to use the tool that can manage every single aspect of the sales and customer service lifecycles!
- Get your head in the clouds — find out how to run your business from the Salesforce.com platform with collaboration, flexible access to information, and more
- Collaborate like a pro — use Chatter to help sales, marketing, and support departments get on the same page
- Track it all — manage existing business relationships, track incoming leads, and keep track of contacts and activities
- Make it rain — become a rainmaker by managing the entire sales cycle, from lead to close
- Wow your clients — impress your clients by delivering fast, accurate support
- Measure performance — analyze sales data like never before and allow sales reps, managers, and executives to measure performance
- Go custom — customize Salesforce.com with Force.com to create solutions to your specific needs
Open the book and find:
- Advice on navigating and personalizing Salesforce.com
- How to track leads, accounts, contacts, and opportunities
- Tricks for improving your marketing campaigns
- Steps for creating quotes with product and price books
- Solutions for helping customers with the Service Cloud
- Details on improving productivity
- The best ways to customize with Force.com
Synopsis
- What the book covers: using salesforce.com to solve business challenges, navigating salesforce.com, personalizing your system, prospecting leads, managing accounts, developing contacts, collaborating with Chatter, managing activities, sending and tracking e-mail, tracking opportunities, managing products, price books, and quotes, calculating forecasts, managing your partners, driving demand with campaigns, building your internet marketing channel, driving sales effectiveness with document management, performing fast and accurate support, managing your service cloud solution, analyzing data with reports, seeing the big picture with dashboards, fine-tuning the configuration, customizing Salesforce with Force.com, extending Salesforce beyond CRM with custom cloud, migrating and maintaining your data, and more.
- Updated coverage of the new version: Revised throughout to cover the latest updates and enhancements made to salesforce.com.
Synopsis
Your fun and easy introduction to Salesforce.com and its latest toolsThe frontrunner in the customer relationship management (CRM) market, Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Salesforce.com For Dummies lends you an edge in building those relationships and managing your company?s sales, marketing, customer service, and support operations. With this accessible guide, you will learn how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more.
- Covers the latest enhancements to Salesforce.com, the world?s most popular customer relationship management software, and explains how to choose the right configuration to suit your business needs
- Written by Salesforce.com insiders with years of expertise in CRM services
- Details how to personalize your system, prospect leads, manage accounts and partners, develop contacts, track products, calculate forecasts, drive demand, utilize service and support, share insights with Chatter, enhance your online marketing, and more
Close deals faster, gain real-time visibility into sales, and collaborate instantly with help from Salesforce.com For Dummies.
About the Author
Tom Wong is currently the CEO of Eventley and previously worked for Salesforce.com as Vice President, Dreamforce. Liz Kao has played both in-house and consultant roles at Salesforce.com. Matt Kaufman is the principal of MK Partners, a leader in Salesforce.com consulting.
Table of Contents
Introduction 1
Part I: Salesforce Basics 7
Chapter 1: Looking Over Salesforce 9
Chapter 2: Navigating Salesforce 17
Chapter 3: Personalizing Your System 39
Part II: Keeping Track of Customer Relationships 51
Chapter 4: Managing Accounts 53
Chapter 5: Developing Contacts 71
Chapter 6: Collaborating with Chatter 87
Chapter 7: Managing Activities 101
Chapter 8: Sending E-Mail 113
Part III: Driving Sales with Sales Cloud 129
Chapter 9: Prospecting Leads 131
Chapter 10: Tracking Opportunities 155
Chapter 11: Tracking Products and Price Books 169
Chapter 12: Managing Your Partners 189
Part IV: Optimizing Demand with Marketing Cloud 201
Chapter 13: Driving Demand with Campaigns 203
Chapter 14: Driving Sales Effectiveness with Content Management 223
Part V: Delighting Customers with Service Cloud 233
Chapter 15: Performing Fast and Accurate Support 235
Chapter 16: Managing Your Contact Center with Service Cloud 249
Part VI: Measuring Overall Business Performance 269
Chapter 17: Analyzing Data with Reports 271
Chapter 18: Seeing the Big Picture with Dashboards 289
Part VII: Designing the Solution with Forcecom 305
Chapter 19: Fine-Tuning the Configuration 307
Chapter 20: Customizing Salesforce with Forcecom 331
Chapter 21: Extending Beyond CRM with the Platform 355
Chapter 22: Migrating and Maintaining Your Data 371
Part VIII The Part of Tens 383
Chapter 23: Ten Ways to Drive More Productivity 385
Chapter 24: Ten Keys to a Successful Implementation 389
Index 393