Salesforce.com For Dummies®

Introduction

This book is for users of Salesforce, including those users who have Unlimited, Enterprise, Professional, Team, or Personal Edition. It's for Salesforce users who want to quickly know how to use this browser‐based service. Don't look in this book to find out how Salesforce works. Use this book to find out how you can manage your customers and your teams and close more business by using Salesforce.

• If you're a sales rep,this book can help you use Salesforce to manage your leads, accounts, contacts, and opportunities. Spend less time doing administrative work and more focused on making money.

• If you're a sales manager, you find out how to use Salesforce to track team activities, realign territories, shorten the ramp‐up time on new hires, and pinpoint key deals that require your involvement.

• If you're in channel sales,we show you how to track your relationships with companies that are or will be your partners, and all the deals they work for you.

• If you're a partner, we introduce you to the world of Salesforce and show you how you can improve your deal pipeline and win rate with your vendor.

• If you're in marketing, you learn how to use Salesforce to make an immediate and measurable impact on your sales organization. We'll cover how to manage campaigns, track leads, and measure return on investment (ROI).

• If you're in customer service, we show you how to manage customer issues, from creation to resolution. Support managers will learn how to improve team productivity and customer ...