Book description
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!
Table of contents
- Copyright
- About the Authors
- Authors' Acknowledgments
- Publisher's Acknowledgments
- Introduction
-
I. Salesforce Basics
-
1. Looking Over Salesforce
-
1.1. Using Salesforce to Solve Critical Business Challenges
- 1.1.1. Understanding your customer
- 1.1.2. Centralizing contacts under one roof
- 1.1.3. Expanding the funnel
- 1.1.4. Consolidating your pipeline
- 1.1.5. Collaborating effectively with your co-workers
- 1.1.6. Working as a team
- 1.1.7. Collaborating with your partners
- 1.1.8. Beating the competition
- 1.1.9. Improving customer service
- 1.1.10. Accessing anytime, anywhere
- 1.1.11. Measuring the business
- 1.2. Extending the Value Chain
- 1.3. Deciding Which Edition Is Best for You
-
1.1. Using Salesforce to Solve Critical Business Challenges
-
2. Navigating Salesforce
- 2.1. Getting Familiar with Basic Terms
- 2.2. Accessing Salesforce
- 2.3. Navigating the Home Page
- 2.4. Navigating the Apps
- 2.5. Managing Records
- 2.6. Detailing the Record
- 2.7. Getting Help and Setting Up
- 3. Personalizing Your System
-
1. Looking Over Salesforce
-
II. Keeping Track of Customer Relationships
- 4. Managing Accounts
- 5. Developing Contacts
-
6. Collaborating with Chatter
- 6.1. Preparing to Use Chatter
- 6.2. Turning On Chatter
- 6.3. Understanding Key Chatter Terms
- 6.4. Locating Chatter on Your Home Page
- 6.5. Profiling Yourself
- 6.6. Keeping Everyone Informed with Status Updates
- 6.7. Choosing What to Follow
- 6.8. Being Part of a Group
- 6.9. Receiving Chatter Emails
- 6.10. Using Chatter Effectively
- 7. Managing Activities
- 8. Sending E-Mail
-
III. Driving Sales with Sales Cloud
- 9. Prospecting Leads
- 10. Tracking Opportunities
-
11. Tracking Products, Price Books, and Quotes
- 11.1. Discovering Products and Price Books
- 11.2. Using Products and Price Books
- 11.3. Building the Product Catalog
- 11.4. Setting Up Schedules
- 11.5. Managing Price Books
- 11.6. Generating Quotes
- 12. Managing Your Partners
-
IV. Optimizing Marketing with Sales Cloud
- 13. Driving Demand with Campaigns
- 14. Building Your Internet Marketing Channel
- 15. Driving Sales Effectiveness with Document Management
-
V. Delighting Customers with Service Cloud
- 16. Performing Fast and Accurate Support
- 17. Managing Your Service Cloud 2 Solution
-
VI. Measuring Overall Business Performance
- 18. Analyzing Data with Reports
- 19. Seeing the Big Picture with Dashboards
-
VII. Designing the Solution with Force.com
- 20. Fine-Tuning the Configuration
- 21. Customizing Salesforce with Force.com
- 22. Extending Salesforce beyond CRM with Custom Cloud
- 23. Migrating and Maintaining Your Data
-
VIII. The Part of Tens
- 24. Ten Ways to Drive More Productivity
-
25. Ten Keys to a Successful Implementation
- 25.1. Identifying Your Executive Sponsor
- 25.2. Building Your Project Team
- 25.3. Evaluating Your Processes
- 25.4. Gathering Requirements
- 25.5. Defining Your Scope and Prioritizing Initiatives
- 25.6. Modeling Salesforce to Your Business
- 25.7. Customizing for User Relevance
- 25.8. Importing Clean Data
- 25.9. Building a Comprehensive Training Plan
- 25.10. Connecting with Peers
Product information
- Title: Salesforce.com® For Dummies®, 4th Edition
- Author(s):
- Release date: October 2010
- Publisher(s): For Dummies
- ISBN: 9780470590713
You might also like
book
Building a Salesforce-Powered Front Office: A Quick-Start Guide
Harness the power of Salesforce to manage and grow your business. This book shows you how …
book
Salesforce® Service Cloud® For Dummies®
Learn how to provide top-grade customer service anywhere, anytime with Salesforce Service Cloud Salesforce Service Cloud …
book
Teach Yourself VISUALLY Salesforce.com
An ideal way for visual learners to get up to speed with salesforce.com Salesforce.com is the …
book
Leading Transformation
New Tools to Overcome the Human Barriers to Change Leaders know that their job is to …