Salesforce for Dummies, 7th Edition
- 6h 21m
- Jon Paz, Liz Kao
- John Wiley & Sons (US)
- 2020
Get up to lightning speed with this fully updated, bestselling guide to using Salesforce.com!
Salesforce.com For Dummies, 7th Edition gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You’ll learn how to maximize the new user interface to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more.
Written by Salesforce.com insiders with years of expertise in CRM services, this new edition covers the latest enhancements to Salesforce.com, the world's most popular customer relationship management software. You’ll find out how to determine the right configuration to suit your business needs, and how to use apps, widgets, and tools to personalize your system. Then, you’ll explore prospecting leads, managing accounts and partners, developing contacts, tracking products, calculating forecasts, and utilizing service and support.
- 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
More than 150,000 companies worldwide use Salesforce.com as their CRM solution―if you’re a new or existing user looking to maximize the potential of the new UI, this book has everything you need.
About the Authors
Liz Kao has been a member of the Professional Services team as well as an independent Salesforce consultant. She has implemented CRM solutions for companies both large and small.
Jon Paz is a Salesforce consultant and former editor. He has delivered world-class solutions to an assortment of perplexing business challenges for his enterprise clients.
In this Book
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Introduction
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Customer Relationship Management at a Glance
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Discovering Salesforce.com’s Products
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Navigating Salesforce
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Personalizing Salesforce
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Working in Salesforce
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Collaborating in the Cloud
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Tracking Leads
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Using Accounts
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Developing Contacts
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Tracking Opportunities
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Tracking Products and Price Books
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Managing Your Partners
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Tracking the Support Life Cycle with Cases
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Diversifying Your Support Channels
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Creating Marketing Campaigns to Drive Demand
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Driving Sales Effectiveness with Salesforce Files and Content
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Performing Common Configurations
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Diving Deeper into Standard Object Setup
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Building Custom Apps
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Accessing the Right Data with User Permissions
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Managing Data
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Analyzing Data with Reports
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Seeing the Big Picture with Dashboards
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Ten Ways to Drive More Productivity
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Ten Keys to a Successful Migration to Lightning
