Salesforce.com For Dummies
John Wiley & Sons Inc (Verlag)
978-1-118-82214-2 (ISBN)
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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 accurate projects based on past performance, and more. * Covers the latest enhancements to Salesforce.com, the world?s most popular customer relationship management software, and explains how to choose the right configuration to suit your business needs * Written by Salesforce.com insiders with years of expertise in CRM services * Details how to personalize your system, prospect leads, manage accounts and partners, develop contacts, track products, calculate forecasts, drive demand, utilize service and support, share insights with Chatter, enhance your online marketing, and more Close deals faster, gain real-time visibility into sales, and collaborate instantly with help from Salesforce.
com For Dummies.
Tom Wong is currently the CEO of Eventley and previously worked for Salesforce.com as Vice President, Dreamforce. Liz Kao has played both in-house and consultant roles at Salesforce.com. Matt Kaufman is the principal of MK Partners, a leader in Salesforce.com consulting.
Introduction 1 Part I: Salesforce Basics 7 Chapter 1: Looking Over Salesforce 9 Chapter 2: Navigating Salesforce 17 Chapter 3: Personalizing Your System 39 Part II: Keeping Track of Customer Relationships 51 Chapter 4: Managing Accounts 53 Chapter 5: Developing Contacts 71 Chapter 6: Collaborating with Chatter 87 Chapter 7: Managing Activities 101 Chapter 8: Sending E-Mail 113 Part III: Driving Sales with Sales Cloud 129 Chapter 9: Prospecting Leads 131 Chapter 10: Tracking Opportunities 155 Chapter 11: Tracking Products and Price Books 169 Chapter 12: Managing Your Partners 189 Part IV: Optimizing Demand with Marketing Cloud 201 Chapter 13: Driving Demand with Campaigns 203 Chapter 14: Driving Sales Effectiveness with Content Management 223 Part V: Delighting Customers with Service Cloud 233 Chapter 15: Performing Fast and Accurate Support 235 Chapter 16: Managing Your Contact Center with Service Cloud 249 Part VI: Measuring Overall Business Performance 269 Chapter 17: Analyzing Data with Reports 271 Chapter 18: Seeing the Big Picture with Dashboards 289 Part VII: Designing the Solution with Forcecom 305 Chapter 19: Fine-Tuning the Configuration 307 Chapter 20: Customizing Salesforce with Forcecom 331 Chapter 21: Extending Beyond CRM with the Platform 355 Chapter 22: Migrating and Maintaining Your Data 371 Part VIII The Part of Tens 383 Chapter 23: Ten Ways to Drive More Productivity 385 Chapter 24: Ten Keys to a Successful Implementation 389 Index 393
| Zusatzinfo | illustrations |
|---|---|
| Verlagsort | New York |
| Sprache | englisch |
| Maße | 187 x 233 mm |
| Gewicht | 584 g |
| Themenwelt | Informatik ► Office Programme ► Outlook |
| ISBN-10 | 1-118-82214-5 / 1118822145 |
| ISBN-13 | 978-1-118-82214-2 / 9781118822142 |
| Zustand | Neuware |
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