Salesforce.com? For Dummies?, 3rd Edition

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Edition: 3rd
Format: Paperback
Pub. Date: 2008-08-01
Publisher(s): For Dummies
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Summary

Ready to start solving business challenges with CRM (Customer Relationship Management) software? Interested in the latest enhancements and updates to Salesforce.com? Salesforce.com For Dummies, 3rd Edition, has just what you need!Salesforce.com is like an assistant for your sales, customer service, and marketing efforts one that never takes a day off and never asks for a raise. Because it's an Internet service, you sign up and log in through a browser, and it's immediately available. Salesforce.com For Dummies, 3rd Edition shows you how to choose the right edition of Salesforce.com, and then how to use it to: Prospect, manage accounts, develop contacts, and calculate forecasts Manage your customers and your teams, and close more business Analyze, migrate, and maintain your data Track and resolve customer service issues Generate and pursue more sales leads and boost your revenue Use Salesforce with Google AdWords and manage your Internet marketing Integrate Salesforce.com with ERP applications for greater value Make sales data available to sales reps, managers, and executives Follow the sales process from lead to close and see how to maximize your productivityYou already know how competitive business is today, so there's no time to lose! Salesforce.com For Dummies, 3rd Edition gets you going with this all-important CRM technology right away.

Author Biography

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 fi rst 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 satisfi ed salesforce.com customer. He is a certifi ed salesforce.com partner and has been involved in over thirty implementations impacting thousand of users.
Tom currently works for salesforce.com as Vice President, Dreamforce, where he gets to travel the world to bring together Salesforce customers, partners, employees, and other fans, to learn about the amazing new Saleforce features popping up to help you be successful with your business. He has an amazing and highly patient wife; a son who is a talented drummer; and a daughter aspiring to be a ballerina. They try not to discuss salesforce.com.

Liz Kao was an enthusiastic early adopter of the software-as-service (SaaS) model and has been a Salesforce user since 1999. Through the years, she has played both in-house and consultant roles at salesforce.com.
As a 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 Salesforce-native 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, the fi rst online service for sharing on-demand applications.
Her insights for new administrators are shared with thousands of visitors to salesforce.com’s best practices Web site, successforce.com.
A 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 advises non-profi ts and SaaS startups on a variety of product needs. In her spare time, she searches for undiscovered culinary delights, and enjoys the natural surroundings of the Bay Area.

Table of Contents

Introduction
Salesforce Basics
Looking Over Salesforce
Navigating Salesforce
Personalizing Your System
Tracking Sales
Managing Accounts
Developing Contacts
Managing Activities
Sending E-Mail
Driving Sales
Prospecting Leads
Tracking Opportunities
Tracking Products and Price Books
Managing Your Partners
Optimizing Marketing
Driving Demand with Campaigns
Building Your Internet Marketing Channel
Driving Sales Effectiveness with Document Management
Performing Fast and Accurate Support
Delivering Excellent Customer Service
Managing Your Customer Service Solution
Analyzing Data with Reports
Measuring Overall Business Performance
Seeing the Big Picture with Dashboards
Fine-Tuning the Confi guration
Designing the Salesforce Solution
Customizing Salesforce
Extending Salesforce Beyond CRM
Migrating and Maintaining Your Data
The Part of Tens
Ten Ways to Drive More Productivity
Ten Keys to a Successful Implementation
Index
Table of Contents provided by Publisher. All Rights Reserved.

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