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:
You 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.
Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.
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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. Grab this book to learn how to make the most of it! From navigating salesforce.com to performing common tasks that relate to your accounts and contacts, this guide will get you going in no time.
Improve customer service — track and resolve customer service issues
Track your sales — follow the process from lead to close and see how to maximize your productivity
Expand the funnel — generate and pursue more sales leads and boost your revenue
Maximize marketing efforts — use Salesforce with Google AdWords and manage your Internet marketing
Measure your performance — make the data available to sales reps, managers, and executives
Strengthen partner relationships — track and associate partners' deals for better insight into your top partners
Integrate with other applications — Salesforce can work with financial and ERP applications for greater value
Open the book and find:
Tips for creating, updating, and organizing your accounts
How to track opportunities
Options for building product catalogs and managing price books
Secrets for improving marketing campaigns
Solutions to better support your sales team
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.
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