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Salesforce.com For Dummies, 5th Edition by Matt Kaufman, Liz Kao, Tom Wong

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Chapter 11

Tracking Products and Price Books

In This Chapter

arrow Defining products and price books

arrow Using products and price books

arrow Creating products

arrow Establishing and updating product schedules

arrow Maintaining product lists and price books

A product, as its name implies, is a product or service that you sell to customers. Products are the individual line items that make up an opportunity. Depending on your goals for Salesforce, you might not need to immediately incorporate Salesforce’s product-type features into your opportunities. But if you sell multiple products and services and you struggle with product-level visibility, Salesforce provides powerful and easy tools to implement solutions for Professional, Enterprise, and Performance Edition users.

Using products in Salesforce benefits sales reps and people in product marketing, management, and development throughout your organization. Sales reps can quickly locate the price of a product and select products to calculate an opportunity’s ...

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