Salesforce.com For Dummies, 2nd Edition
- 6h 17m
- Liz Kao, Tom Wong
- John Wiley & Sons (US)
- 2007
Get up to speed fast and manage your business information more effectively!
See how Salesforce helps manage accounts, market products, and improve service. Got something to sell? Work for somebody that does? You need salesforce.com and this book tells you how to use it. Whether you're a salesperson, channel manager, marketing mogul, customer service rep, or executive, you'll find secrets here for making your job easier, your day more productive, and your business more successful with Salesforce.
Discover how to:
- Set up and personalize your system
- Manage relationships with partner companies
- Execute marketing campaigns
- Analyze date with reports
- Improve customer service
- Calculate sales forecasts
About the Authors
Tom Wong claims he is the number one fan of Salesforce. He keeps a picture of the Web site on his desktop and a Team Edition football in his car. He sends his wife Salesforce meeting invitations. His friends say he can't talk about anything else.
Prior to writing the first edition, Tom was vice president in charge of CRM solutions for Theikos, a leading salesforce.com partner. And before then, he held several senior management positions at Gomez, another satisfied salesforce.com customer. He is a certified salesforce.com partner and has been involved in over thirty implementations impacting thousand of users.
Tom currently works for salesforce.com as Senior Director, Customer Marketing Programs, where he gets to travel the world to make sure you, the customer, have an opportunity to hear what new features are slated for debut, and have a forum where you can provide product feedback.
Liz Kao was an enthusiastic early adopter of the software-as-service model and has been a Salesforce user since 1999. Over the past four years, she has played both in-house and consultant roles at salesforce.com.
As a certified salesforce.com consultant and a member of salesforce.com's Professional Services team, Liz implemented dozens of CRM solutions for companies of all sizes across a variety of industries, including a Salesforcenative purchase requisition system used by salesforce.com's own Global Marketing division. She developed more than a third of the applications created by salesforce.com for the debut of its AppExchange directory in 2005, the first online service for sharing on-demand applications. Her insights for new administrators are currently shared with thousands of visitors to salesforce.com's best practices Web site, successforce.com.
A 10-year veteran of the enterprise software industry, Liz lives in San Francisco and has worked at Oracle, NetSuite, and salesforce.com in marketing, product marketing, product management, sales, and professional services. In addition to writing about Salesforce and the AppExchange, she consults for non-profits and high-tech startups with a variety of strategic business and product needs.
In this Book
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Cheat Sheet
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Looking Over Salesforce
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Navigating Salesforce
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Personalizing Your System
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Prospecting Leads
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Managing Accounts
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Developing Contacts
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Managing Activities
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Sending E-Mail
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Tracking Opportunities
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Tracking Products and Price Books
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Calculating Forecasts
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Managing Your Partners
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Driving Demand with Campaigns
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Driving Sales Effectiveness with Documents
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Understanding Salesforce Service & Support
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Preparing Salesforce Service & Support
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Analyzing Data with Reports
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Seeing the Big Picture with Dashboards
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Fine-Tuning the Configuration
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Customizing Salesforce
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Extending Salesforce Beyond CRM
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Migrating and Maintaining Your Data
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Ten Ways to Drive More Productivity
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Ten Keys to a Successful Implementation
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Bonus Chapter—Improving Communication with Standard Templates
