CHAPTER 9Best Practices for Sales
Sales reps are coin-operated.
—S. Nelson French, Sales VP
THIS CHAPTER IS THE centerpiece in explaining how to get the most out of your SFDC system, because the system is first and foremost intended for sales users, from individual reps and sales administrators up to the VP or COO. This chapter organizes these best practices along the business-process lines described in Chapter 8. To make them more accessible, however, they have been reordered here to fit sales personnel’s job titles. That said, skim all the sections: you’ll find useful tips throughout the chapter even if the section doesn’t exactly match your job title.
In addition to reading this chapter, you’ll definitely want to visit www.SFDC-secrets.com ...