Synopses & Reviews
Manage your customers and your teams, and close more business with salesforce.com!Salesforce.com is like an assistant for your sales, customer service, and marketing efforts — one that never takes a day off and never asks for a raise. Grab this book to learn how to make the most of it! From navigating salesforce.com to performing common tasks that relate to your accounts and contacts, this guide will get you going in no time.
- Understand your customer — track important data so that you can develop solutions that deliver value to your customers
Improve customer service — track and resolve customer service issues
Track your sales — follow the process from lead to close and see how to maximize your productivity
Expand the funnel — generate and pursue more sales leads and boost your revenue
Maximize marketing efforts — use Salesforce with Google AdWords and manage your Internet marketing
Measure your performance — make the data available to sales reps, managers, and executives
Strengthen partner relationships — track and associate partners' deals for better insight into your top partners
Integrate with other applications — Salesforce can work with financial and ERP applications for greater value
Open the book and find:
- Expert advice on accessing and navigating salesforce.com
Tips for creating, updating, and organizing your accounts
How to track opportunities
Options for building product catalogs and managing price books
Secrets for improving marketing campaigns
Solutions to better support your sales team
Synopsis
Describes the tools on the secure Web site Salesforce.com, including information on personalizing the system and using it to manage relationships with partners, calculate sales forecasts, and improve customer service.
Synopsis
What the book covers: using salesforce.com to solve business challenges, navigating salesforce.com, personalizing your system, prospecting leads, managing accounts, developing contacts, managing activities, optimizing marketing, working with campaigns and targets, managing products and price books, analyzing data with reports, customizing salesforce.com, and more. Updated coverage of the new version: Revised throughout to cover the latest updates and enhancements made to salesforce.com. Series features: Information presented in the straightforward but fun language that has defined the "Dummies series for more than a dozen years.
Synopsis
Customize Salesforce for all your business needsSee how Salesforce helps manage accounts, market products, and improve service
Got something to sell? Work for somebody who does? You need salesforce.com, and this book tells you how to use it. Whether you're a salesperson, channel manager, marketing mogul, customer service rep, or executive, you'll find secrets here for making your job easier, your day more productive, and your business more successful with Salesforce.
Discover how to
- Set up and personalize your system
- Manage relationships with partner companies
- Execute marketing campaigns
- Analyze data with reports
- Improve customer service
- Calculate sales forecasts
Synopsis
Wong covers how to use salesforce.com to solve business challenges, prospect leads, manage accounts, develop contacts, manage activities, optimize marketing, work with campaigns and targets, analyze data with reports, and more.
Synopsis
Customize Salesforce for all your business needs
See how Salesforce helps manage accounts, market products, and improve service
Got something to sell? Work for somebody who does? You need salesforce.com, and this book tells you how to use it. Whether you're a salesperson, channel manager, marketing mogul, customer service rep, or executive, you'll find secrets here for making your job easier, your day more productive, and your business more successful with Salesforce.
Discover how to Set up and personalize your system Manage relationships with partner companies Execute marketing campaigns Analyze data with reports Improve customer service Calculate sales forecasts
Synopsis
Ready to start solving business challenges with CRM (Customer Relationship Management) software? Interested in the latest enhancements and updates to Salesforce.com?
Salesforce.com For Dummies, 3rd Edition, has just what you need!
Salesforce.com is like an assistant for your sales, customer service, and marketing efforts — one that never takes a day off and never asks for a raise. Because it’s an Internet service, you sign up and log in through a browser, and it’s immediately available. Salesforce.com For Dummies, 3rd Editionshows you how to choose the right edition of Salesforce.com, and then how to use it to:
- Prospect, manage accounts, develop contacts, and calculate forecasts
- Manage your customers and your teams, and close more business
- Analyze, migrate, and maintain your data
- Track and resolve customer service issues
- Generate and pursue more sales leads and boost your revenue
- Use Salesforce with Google AdWords and manage your Internet marketing
- Integrate Salesforce.com with ERP applications for greater value
- Make sales data available to sales reps, managers, and executives
- Follow the sales process from lead to close and see how to maximize your productivity
You already know how competitive business is today, so there’s no time to lose! Salesforce.com For Dummies, 3rd Editiongets you going with this all-important CRM technology right away.
Synopsis
So you have something to sell or you work for a business using salesforce.com, but you’re not quite sure how to maximize your profits with it? Never fear!
Salesforce.com for Dummies shows you the quick-and-easy way to start selling your product or service online without the confusion or fuss.
With an emphasis on customer relationship management, this hands-on guide helps you manage accounts, market your products, and improve service. Whether you’re a salesperson, channel manager, marketing mogul, customer rep, or executive, you’ll find secrets here for making your job easier, your day more productive, and your business more successful. This second edition has been revised to include Salesforce.com’s latest product and feature offerings as of the Summer 2006 release, giving you the tools you need to:
- Build a product catalog
- Manage price books
- Calculating and customizing forecasts
- Drive demand up with campaigns
- Stimulate sales effectiveness with documents
- Deliver excellent service
- Analyze data with reports
- Verify your company profile
- Add users to salesforce
- Customize your page and search layout
- Extend your usage of Salesforce beyond CRM
This guide makes suggestions on how to dive more productivity and improve communication with standard templates from the Dummies Web site. With this book you’ll get up to speed fast and manage your business information more effectively with Salesforce.com today!
About the Author
'
Tom Wongclaims he is the number one fan of Salesforce. He keeps a picture of the Web site on his desktop and a Team Edition football in his car. He sends his wife Salesforce meeting invitations. His friends say he can’t talk about anything else.
Prior to writing the fi rst edition, Tom was vice president in charge of CRM solutions for Theikos, a leading salesforce.com partner. And before then, he held several senior management positions at Gomez, another satisfi ed salesforce.com customer. He is a certifi ed salesforce.com partner and has been involved in over thirty implementations impacting thousand of users.
Tom currently works for salesforce.com as Vice President, Dreamforce, where he gets to travel the world to bring together Salesforce customers, partners, employees, and other fans, to learn about the amazing new Saleforce features popping up to help you be successful with your business. He has an amazing and highly patient wife; a son who is a talented drummer; and a daughter aspiring to be a ballerina. They try not to discuss salesforce.com.
Liz Kaowas an enthusiastic early adopter of the software-as-service (SaaS) model and has been a Salesforce user since 1999. Through the years, she has played both in-house and consultant roles at salesforce.com.
As a salesforce.com consultant and a member of salesforce.com’s Professional Services team, Liz implemented dozens of CRM solutions for companies of all sizes across a variety of industries, including a Salesforce-native purchase requisition system used by salesforce.com’s own Global Marketing division. She developed more than a third of the applications created by salesforce.com for the debut of its AppExchange directory, the fi rst online service for sharing on-demand applications.
Her insights for new administrators are shared with thousands of visitors to salesforce.com’s best practices Web site, successforce.com.
A veteran of the enterprise software industry, Liz lives in San Francisco and has worked at Oracle, NetSuite, and salesforce.com in marketing, product marketing, product management, sales, and professional services. In addition to writing about Salesforce and the AppExchange, she advises non-profi ts and SaaS startups on a variety of product needs. In her spare time, she searches for undiscovered culinary delights, and enjoys the natural surroundings of the Bay Area. '
Table of Contents
Introduction.Part I: Salesforce Basics.
Chapter 1: Looking Over Salesforce.
Chapter 2: Navigating Salesforce.
Chapter 3: Personalizing Your System.
Part II: Driving Sales – The Basics.
Chapter 4: Prospecting Leads.
Chapter 5: Managing Accounts.
Chapter 6: Developing Contacts.
Chapter 7: Managing Activities.
Chapter 8: Sending E-Mail.
Chapter 9: Tracking Opportunities.
Part III: Driving Sales – The Next Level.
Chapter 10: Tracking Products and Price Books.
Chapter 11: Calculating Forecasts.
Chapter 12: Managing Your Partners.
Part IV: Optimizing Marketing.
Chapter 13: Driving Demand with Campaigns.
Chapter 14: Driving Sales Effectiveness with Documents.
Part V: Delivering Excellent Service.
Chapter 15: Understanding Salesforce Service & Support.
Chapter 16: Preparing Salesforce Service & Support.
Part VI: Measuring the Overall Business Performance.
Chapter 17: Analyzing Data with Reports.
Chapter 18: Seeing the Big Picture with Dashboards.
Chapter 19: Fine-Tuning the Configuration.
Part VII: Designing the Salesforce Solution.
Chapter 20: Customizing Salesforce.
Chapter 21: Extending Salesforce Beyond CRM.
Chapter 22: Migrating and Maintaining Your Data.
Part VIII: The Part of Tens.
Chapter 23: Ten Ways to Drive More Productivity.
Chapter 24: Ten Keys to a Successful Implementation.
Bonus Chapter: Improving Communication with Standard Template.
Index.