Salesforce.com For Dummies (For Dummies Series)

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9781118822142: Salesforce.com For Dummies (For Dummies Series)
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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.

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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.

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