Salesforce.com For Dummies

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Edition: 4th
Format: Paperback
Pub. Date: 2010-10-26
Publisher(s): For Dummies
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Customer Reviews

Salesforce.com  June 22, 2011
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Rating StarRating StarRating StarRating StarRating Star

Covers a lot of the functionality of SalesForce in a well laid out manner. The data is laid out in concise, easy-to-understand terms which even "sales-types" like myself can understand. It helps me take full advantage of all the features of Salesforce.
"Salesforce.com for Dummies" is, hands down, the best reference guide for salesforce.com users and administrators alike.






Salesforce.com For Dummies: 5 out of 5 stars based on 1 user reviews.

Summary

Close deals faster, gain real-time visibility into sales, and collaborate instantly with Salesforce.com!

What value do you put on your customer and partner relationships? If you're a sales rep, it's your livelihood. And if you're in management, your partner and customer base are your most valuable assets. What if you had a tool that could truly help you manage your partners and customers? That tool is Salesforce.com, and here's your guide to putting its power to work for you.

-Get your head in the clouds understand salesforce.com's Sales Cloud and Service Cloud and how to use its Web-based tools

-Collaborate with Chatter use Chatter to get sales, marketing, and support departments communicating in new ways

-Track your customers and partners use Salesforce to manage your existing business relationships as well as those with key prospects

-Be a rainmaker with Sales Cloud track sales from lead to close, and team Salesforce with Google AdWords to maximize your marketing

-Be a hero with Service Cloud delight your customers by delivering fast and accurate support

-Measure your performance enable sales reps, managers, and executives to see and analyze the data

-Design your own solution customize Salesforce with Force.com to meet your needs and objectives

The ideal introductory reference on salesforce.com now fully updated throughout!

As the global leader in on-demand customer relationship management (CRM), salesforce.com helps companies all over the world manage their sales, marketing, and customer service and support operations. Written by two salesforce.com insiders, this straightforward introduction clearly explains how to organize contacts, log activities with contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more.

-Walks you through the benefits and capabilities of the world’s most popular customer relationship management (CRM) software salesforce.com

-Covers the latest enhancements to salesforce.com and explains how to choose the right edition of salesforce.com to suit your business needs

-Details how to personalize your system, manage accounts, develop contacts, manage activities, track products, calculate forecasts, drive demand, utilize service and support, and more

-Addresses extending salesforce.com beyond CRM as well as migrating and managing your data

-Get started solving common sales, marketing, client, and customer service challenges with salesforce.com and make your business a force to be reckoned with!

Author Biography

Tom Wong is Vice President, Dreamforce, Customer Marketing Programs, at Salesforce.com and a leading authority on CRM.

Liz Kao is a salesforce.com consultant and Software as a Service expert who advises companies on their CRM needs.

Matt Kaufman is CEO of MK Partners, a leader in salesforce.com consulting for the public sector and nonprofit organizations.

Table of Contents

Introduction.

Part I: Salesforce Basics.

Chapter 1: Looking Over Salesforce.

Chapter 2: Navigating Salesforce.

Chapter 3: Personalizing Your System.

Part II: Keeping Track of Customer Relationships.

Chapter 4: Managing Accounts.

Chapter 5: Developing Contacts.

Chapter 6: Collaborating with Chatter.

Chapter 7: Managing Activities.

Chapter 8: Sending E-Mail.

Part III: Driving Sales with Sales Cloud.

Chapter 9: Prospecting Leads.

Chapter 10: Tracking Opportunities.

Chapter 11: Tracking Products, Price Books, and Quotes.

Chapter 12: Managing Your Partners.

Part IV: Optimizing Marketing with Sales Cloud.

Chapter 13: Driving Demand with Campaigns.

Chapter 14: Building Your Internet Marketing Channel.

Chapter 15: Driving Sales Effectiveness with Document Management.

Part V: Delighting Customers with Service Cloud.

Chapter 16: Performing Fast and Accurate Support.

Chapter 17: Managing Your Service Cloud 2 Solution.

Part VI: Measuring Overall Business Performance.

Chapter 18: Analyzing Data with Reports.

Chapter 19: Seeing the Big Picture with Dashboards.

Part VII: Designing the Solution with Force.com.

Chapter 20: Fine-Tuning the Confi guration.

Chapter 21: Customizing Salesforce with Force.com.

Chapter 22: Extending Salesforce beyond CRM with Custom Cloud.

Chapter 23: Migrating and Maintaining Your Data.

Part VIII: The Part of Tens.

Chapter 24: Ten Ways to Drive More Productivity.

Chapter 25: Ten Keys to a Successful Implementation.

Index.

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