Salesforce.com for dummies / by Liz Kao and Matt Kaufman.

Format:

Book

Author/Creator:

Kao, Liz, author.

Kaufman, Matt, author.

Series:

--For dummies.

--For dummies

Language:

English

Subjects (All):

Salesforce (Online service).

Customer relations--Management.

Customer relations.

Physical Description:

1 online resource (435 p.)

Edition:

Fifth edition.

Place of Publication:

Indianapolis, IN : John Wiley and Sons, 2014.

Summary:

Your fun and easy introduction to Salesforce.com and its latest tools The frontrunner in the customer relationship management (CRM) market, Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Salesforce.com For Dummies lends you an edge in building those relationships and managing your company?s sales, marketing, customer service, and support operations. With this accessible guide, you will learn how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make a

Contents:

Contents at a Glance; Table of Contents; Introduction; Updates to the Fifth Edition; How to Use This Book; Foolish Assumptions; Icons Used in This Book; Beyond the Book; Where to Go from Here; Part I: Salesforce Basics; Chapter 1: Looking Over Salesforce; Using Salesforce to Solve Critical Business Challenges; Extending the Value Chain; Deciding Which Edition Is Best for You; Chapter 2: Navigating Salesforce; Getting Familiar with Basic Terms; Accessing Salesforce; Navigating the Home Page; Navigating the Apps; Managing Records; Detailing the Record; Getting Help and Setting Up

Chapter 3: Personalizing Your SystemCompleting the My Profile Page; Using the My Settings Menu; Modifying Your Personal Information; Working with Salesforce Remotely; Importing Your Contacts; Part II: Keeping Track of Customer Relationships; Chapter 4: Managing Accounts; Getting Familiar with the Account Record; Creating and Updating Your Accounts; Organizing Your Accounts; Performing Actions with Account Related Lists; Maintaining Your Account Database; Chapter 5: Developing Contacts; Understanding the Contact Record; Customizing Contact Information; Entering and Updating Your Contacts

Organizing Your ContactsDeveloping Organizational Charts; Performing Actions with Contact Related Lists; Merging Duplicate Records; Chapter 6: Collaborating with Chatter; Preparing to Use Chatter; Turning On Chatter; Understanding Key Chatter Terms; Locating Chatter on Your Home Page; Profiling Yourself; Keeping Everyone Informed with Posts; Choosing What to Follow; Being Part of a Group; Receiving Chatter Emails; Using Chatter Effectively; Chapter 7: Managing Activities; Reviewing Activities; Creating Activities; Organizing and Viewing Activities; Updating Activities

Chapter 8: Sending E-MailUnderstanding E-Mail Fields in Salesforce; Setting Up Your E-Mail; Saving Third-Party E-Mails to Salesforce; Sending E-Mail from Salesforce; Sending Mass E-Mail; Tracking E-Mail; Part III: Driving Sales with Sales Cloud; Chapter 9: Prospecting Leads; Introducing the Lead Record; Setting Up Your Leads; Organizing Your Leads; Following Up on Leads; Maintaining Your Lead Database; Building Your Lead Database with Data.com; Chapter 10: Tracking Opportunities; Getting Familiar with the Opportunity Record; Entering Opportunities; Modifying Opportunity Records

Organizing Your OpportunitiesFollowing Opportunities with Chatter; Chapter 11: Tracking Products and Price Books; Discovering Products and Price Books; Using Products and Price Books; Building the Product Catalog; Setting Up Schedules; Managing Price Books; Generating Quotes; Chapter 12: Managing Your Partners; Understanding the Partner Life Cycle; Managing Your Channel with Salesforce Communities; Accessing Salesforce Communities as a Partner; Setting Up Salesforce Communities for Your Channel Team; Part IV: Optimizing Demand with Marketing Cloud; Chapter 13: Driving Demand with Campaigns

Understanding Campaigns

Notes:

Includes index.

Description based on print version record.

ISBN:

1-118-82583-7

OCLC:

876744621