Salesforce.com For Dummies - Softcover

Wong, Tom; Kao, Liz; Kaufman, Matt

Softcover

ISBN 10: 0470590718 ISBN 13: 9780470590713

Publisher: For Dummies, 2010

Synopsis

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!

About this title

From the Back Cover:

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

Open the book and find:

• Advice on navigating and personalizing salesforce.com

• How to track leads, accounts, contacts, and opportunities

• Tips for collaborating with Chatter

• Secrets for improving marketing campaigns

• Steps for creating quotes with products and price books

• Solutions for managing cases with the Service Cloud

• Keys to driving more productivity

• Ways to customize Salesforce with Force.com

Learn to:

• Solve business challenges, drive sales, and deliver superior customer service

• Use Chatter to collaborate with colleagues and solve issues faster

• Manage accounts, develop contacts, and coordinate activities

• Prospect leads, track opportunities, and drive demand with campaigns

About the Author:

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.

About this edition

• Publisher: For Dummies
• Publication date: 2010
• ISBN 10: 0470590718
• ISBN 13: 9780470590713
• Binding: Paperback
• Edition number: 4
• Number of pages: 432