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Summary
Author Biography
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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