Chapter 7
Using Accounts
IN THIS CHAPTER
Understanding the Account record
Using the Account-related lists
Keeping your Accounts up to date
Who are your customers? What do you know about them? What are their top compelling business problems? If you have trouble answering any of these questions, pay close attention to this chapter. Here, we discuss how to use Salesforce to manage your Accounts.
In Salesforce, an Account is a company that you do business with or want to do business with or have done business with in the past. Accounts can include all types of companies: customers, prospects, partners, and even competitors. Among the top reasons companies implement any customer relationship management (CRM) tool is that they need a centralized place where they can store Account data, to prevent themselves from having to search all over the place for critical customer information. With Salesforce, you can keep all your important Account information in one place so that you and your team can apply that knowledge to sell more and keep customers happy. For example, if you work for a pharmaceutical company, you can use the Accounts area to manage your territory of hospitals, clinics, and ...
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