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Salesforce.com For Dummies, by Tom Wong, Liz Kao, Matt Kaufman
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Your fun and easy introduction to Salesforce.com and its latest tools
The frontrunner in the customer relationship management (CRM) market, Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Salesforce.com For Dummies lends you an edge in building those relationships and managing your company?s sales, marketing, customer service, and support operations. With this accessible guide, you will learn how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more.
- Covers the latest enhancements to Salesforce.com, the world?s most popular customer relationship management software, and explains how to choose the right configuration to suit your business needs
- Written by Salesforce.com insiders with years of expertise in CRM services
- Details how to personalize your system, prospect leads, manage accounts and partners, develop contacts, track products, calculate forecasts, drive demand, utilize service and support, share insights with Chatter, enhance your online marketing, and more
Close deals faster, gain real-time visibility into sales, and collaborate instantly with help from Salesforce.com For Dummies.
- Sales Rank: #74559 in Books
- Published on: 2014-04-21
- Original language: English
- Number of items: 1
- Dimensions: 9.30" h x .88" w x 7.40" l, 1.25 pounds
- Binding: Paperback
- 432 pages
From the Back Cover
Learn to:
- Prospect leads, drive sales, and provide outstanding customer service
- Manage contacts, identify opportunities, and analyze your results
- Collaborate with colleagues and connect directly with your customers
- Take advantage of Salesforce.com marketing tools and services
Discover how you can use Salesforce.com to ramp up your sales and customer service!
Dive into Salesforce.com to manage leads, prospect for clients, manage your existing relationships, and more! If you’re a sales professional, customer and partner relationships are your livelihood. This comprehensive, easy-to-read guide shows you how to use the tool that can manage every single aspect of the sales and customer service lifecycles!
- Get your head in the clouds — find out how to run your business from the Salesforce.com platform with collaboration, flexible access to information, and more
- Collaborate like a pro — use Chatter to help sales, marketing, and support departments get on the same page
- Track it all — manage existing business relationships, track incoming leads, and keep track of contacts and activities
- Make it rain — become a rainmaker by managing the entire sales cycle, from lead to close
- Wow your clients — impress your clients by delivering fast, accurate support
- Measure performance — analyze sales data like never before and allow sales reps, managers, and executives to measure performance
- Go custom — customize Salesforce.com with Force.com to create solutions to your specific needs
Open the book and find:
- Advice on navigating and personalizing Salesforce.com
- How to track leads, accounts, contacts, and opportunities
- Tricks for improving your marketing campaigns
- Steps for creating quotes with product and price books
- Solutions for helping customers with the Service Cloud
- Details on improving productivity
- The best ways to customize with Force.com
About the Author
Tom Wong is currently the CEO of Eventley and previously worked for Salesforce.com as Vice President, Dreamforce. Liz Kao has played both in-house and consultant roles at Salesforce.com. Matt Kaufman is the principal of MK Partners, a leader in Salesforce.com consulting.
Most helpful customer reviews
11 of 12 people found the following review helpful.
Oops
By Dennis
Chapter 8 Sending Emails has an omission regarding creating letterheads, page 118 needs another instruction before the save. You must flag the document for external use otherwise the wizard cannot find the file. Overall the book has been useful.
8 of 9 people found the following review helpful.
Super useful book that has everything you need to know ...
By Dayna
Super useful book that has everything you need to know to learn Salesforce. I actually used this book in conjunction to my Salesforce training class for the administrative exam. It is more thorough than some of the materials they have on their site. I definitely recommend this!
5 of 5 people found the following review helpful.
Great Reference Book!
By Joanne Shull
Helpful - use along with LinkedIn SalesForce suggestions and YouTube. Good reference and big savings compared to taking course. Goal at this time is to take Certification!
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