Salesforce.com For Dummies
6th Edition
Published on 21. June 2016
Book
Paperback/Softback
456 pages
978-1-119-23931-4 (ISBN)
Description
Your all-access guide to reaping the benefits of Salesforce.com
Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Written by Salesforce.com insiders with years of experience in customer relationship management (CRM) solutions, Salesforce.com For Dummies gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You'll discover how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, create accurate projects based on past performance, and so much more.
A customizable, on-demand CRM solution, Salesforce.com allows businesses to organize and manage all of their customer information--leads, opportunities, contacts, accounts, cases, and solutions--in one place. Whether you're a Windows or Mac user, this down-to-earth, friendly guide shows you how to maximize Salesforce.com's capabilities to close deals faster, gain real-time visibility into sales, and collaborate instantly.
* Customize the new user interface with apps, widgets, and tools
* Prospect leads, drive sales, and provide outstanding customer service
* Manage contacts, identify opportunities, and analyze your results
* Collaborate with colleagues using Chatter
If you're new to Salesforce.com or an existing user looking for the latest tips and tricks to maximize its potential, this friendly guide has you covered.
Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Written by Salesforce.com insiders with years of experience in customer relationship management (CRM) solutions, Salesforce.com For Dummies gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You'll discover how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, create accurate projects based on past performance, and so much more.
A customizable, on-demand CRM solution, Salesforce.com allows businesses to organize and manage all of their customer information--leads, opportunities, contacts, accounts, cases, and solutions--in one place. Whether you're a Windows or Mac user, this down-to-earth, friendly guide shows you how to maximize Salesforce.com's capabilities to close deals faster, gain real-time visibility into sales, and collaborate instantly.
* Customize the new user interface with apps, widgets, and tools
* Prospect leads, drive sales, and provide outstanding customer service
* Manage contacts, identify opportunities, and analyze your results
* Collaborate with colleagues using Chatter
If you're new to Salesforce.com or an existing user looking for the latest tips and tricks to maximize its potential, this friendly guide has you covered.
More details
Other editions
New editions
Liz Kao | Jon Paz
Salesforce.com for Dummies
Book
12/2019
7th Edition
Wiley
€31.90
Article exhausted; check for reprint
Previous edition
Tom Wong | Liz Kao | Matt Kaufman
Salesforce.com For Dummies
Book
04/2014
5th Edition
Wiley
€44.75
Article exhausted; check for reprint
Persons
Liz Kao learned to use, sell, implement, and build processes for Salesforce.com while working for the company. She has built dozens of business-specific apps for the software. Jon Paz is a Salesforce consultant who has helped enterprise clients deliver world-class solutions to business challenges.
Content
Introduction 1
Part 1: Introducing Salesforce 5
CHAPTER 1: Customer Relationship Management at a Glance 7
CHAPTER 2: Discovering Salesforce.com's Products 13
Part 2: Understanding Salesforce Features 21
CHAPTER 3: Navigating Salesforce 23
CHAPTER 4: Personalizing Salesforce 45
CHAPTER 5: Working in Salesforce 63
CHAPTER 6: Collaborating in the Cloud 91
Part 3: Closing More Deals with Sales Cloud 107
CHAPTER 7: Tracking Leads 109
CHAPTER 8: Using Accounts 131
CHAPTER 9: Developing Contacts 141
CHAPTER 10: Tracking Opportunities 153
CHAPTER 11: Tracking Products and Price Books 165
CHAPTER 12: Managing Your Partners 183
Part 4: Providing Support with Service Cloud 195
CHAPTER 13: Tracking the Support Life Cycle with Cases 197
CHAPTER 14: Diversifying Your Support Channels 205
Part 5: Generating Demand with Marketing Cloud 217
CHAPTER 15: Creating Campaigns with Marketing Cloud 219
CHAPTER 16: Driving Sales Effectiveness with Salesforce Content 241
Part 6: Mastering Basic Salesforce Administration 253
CHAPTER 17: Performing Common Configurations 255
CHAPTER 18: Diving Deeper into Standard Object Setup 287
CHAPTER 19: Building Custom Apps 301
CHAPTER 20: Introducing the Lightning Experience 317
CHAPTER 21: Accessing the Right Data with User Permissions 331
CHAPTER 22: Managing Data 351
Part 7: Measuring Overall Business Performance 365
CHAPTER 23: Analyzing Data with Reports 367
CHAPTER 24: Seeing the Big Picture with Dashboards 387
Part 8: The Part of Tens 403
CHAPTER 25: Ten Ways to Drive More Productivity 405
CHAPTER 26: Ten Keys to a Successful Implementation 409
Index 415
Part 1: Introducing Salesforce 5
CHAPTER 1: Customer Relationship Management at a Glance 7
CHAPTER 2: Discovering Salesforce.com's Products 13
Part 2: Understanding Salesforce Features 21
CHAPTER 3: Navigating Salesforce 23
CHAPTER 4: Personalizing Salesforce 45
CHAPTER 5: Working in Salesforce 63
CHAPTER 6: Collaborating in the Cloud 91
Part 3: Closing More Deals with Sales Cloud 107
CHAPTER 7: Tracking Leads 109
CHAPTER 8: Using Accounts 131
CHAPTER 9: Developing Contacts 141
CHAPTER 10: Tracking Opportunities 153
CHAPTER 11: Tracking Products and Price Books 165
CHAPTER 12: Managing Your Partners 183
Part 4: Providing Support with Service Cloud 195
CHAPTER 13: Tracking the Support Life Cycle with Cases 197
CHAPTER 14: Diversifying Your Support Channels 205
Part 5: Generating Demand with Marketing Cloud 217
CHAPTER 15: Creating Campaigns with Marketing Cloud 219
CHAPTER 16: Driving Sales Effectiveness with Salesforce Content 241
Part 6: Mastering Basic Salesforce Administration 253
CHAPTER 17: Performing Common Configurations 255
CHAPTER 18: Diving Deeper into Standard Object Setup 287
CHAPTER 19: Building Custom Apps 301
CHAPTER 20: Introducing the Lightning Experience 317
CHAPTER 21: Accessing the Right Data with User Permissions 331
CHAPTER 22: Managing Data 351
Part 7: Measuring Overall Business Performance 365
CHAPTER 23: Analyzing Data with Reports 367
CHAPTER 24: Seeing the Big Picture with Dashboards 387
Part 8: The Part of Tens 403
CHAPTER 25: Ten Ways to Drive More Productivity 405
CHAPTER 26: Ten Keys to a Successful Implementation 409
Index 415