Salesforce.com for dummies / by Liz Kao and Jon Paz.

Format:

Book

Author/Creator:

Kao, Liz, author.

Paz, Jon, author.

Series:

--For dummies.

Learning made easy.

For Dummies

Learning Made Easy

Language:

English

Subjects (All):

Salesforce (Online service).

Customer relations--Management.

Customer relations.

Marketing--Management--Data processing.

Marketing.

Physical Description:

1 online resource (404 p.)

Edition:

6th ed.

Place of Publication:

Hoboken, New Jersey : For Dummies, 2016.

Summary:

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.

Contents:

Title Page; Table of Contents; Introduction; About This Book; Foolish Assumptions; Icons Used in This Book; Beyond the Book; Where to Go from Here; Part 1: Introducing Salesforce; Chapter 1: Customer Relationship Management at a Glance; Introducing the Customer Relationship Management life cycle; Looking to Customer Relationship Management to Solve Critical Business Challenges; Selecting Salesforce as Your Customer Relationship Management System; Chapter 2: Discovering Salesforce.com's Products; Using Sales Cloud to Win More Deals; Generating Better Leads with Marketing Cloud

Providing Excellent Customer Service with Service CloudDeciding Which Salesforce Edition Is Best for You; Part 2: Understanding Salesforce Features; Chapter 3: Navigating Salesforce; Getting Familiar with Basic Salesforce Terms; Accessing Salesforce; Navigating the Home Page; Navigating the Apps; Explaining the Lightning Experience; Chapter 4: Personalizing Salesforce; Completing the My Profile Page; Using the My Settings Menu; Modifying Your Personal Information; Setting Up Salesforce1 for Your Mobile Device; Importing Your Contacts; Working with Salesforce Remotely

Chapter 5: Working in SalesforceManaging Records; Detailing the Record; Reviewing Activities; Creating Activities; Organizing and Viewing Activities; Updating Activities; Understanding Email Fields in Salesforce; Setting Up Your Email; Sending Email from Salesforce; Sending Mass Email; Getting Help and Setting Up; Chapter 6: Collaborating in the Cloud; Preparing to Use Chatter; Understanding Key Chatter Terms; Turning On Chatter; Locating Chatter on Your Home Page; Profiling Yourself; Keeping Everyone Informed with Posts; Choosing What to Follow; Being Part of a Group

Managing Chatter NotificationsUsing Chatter Effectively; Part 3: Closing More Deals with Sales Cloud; Chapter 7: Tracking Leads; Introducing the Lead Record; Setting Up Your Leads; Accepting Leads from a Queue; Following Up on Leads; Maintaining Your Lead Database; Building Your Lead Database with Data.com; Chapter 8: Using Accounts; Getting Familiar with the Account Record; Performing Actions with Account Related Lists; Maintaining Your Account Database; Chapter 9: Developing Contacts; Understanding the Contact Record; Customizing Contact Information; Entering and Updating Your Contacts

Organizing Your ContactsDeveloping Organizational Charts; Chapter 10: Tracking Opportunities; Getting Familiar with the Opportunity Record; Entering Opportunities; Modifying Opportunity Records; Organizing Your Opportunities; Following 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; Chapter 12: Managing Your Partners; Understanding the Partner Life Cycle; Managing Your Channel with Salesforce Communities

Accessing Salesforce Communities as a Partner

Notes:

Description based upon print version of record.

Description based on print version record.

ISBN:

1-119-23933-8