Salesforce.com For Dummies
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Оглавление
Paz Jon. Salesforce.com For Dummies
Introduction
Part 1. Introducing Salesforce
Chapter 1. Customer Relationship Management at a Glance
Chapter 2. Discovering Salesforce.com’s Products
Part 2. Understanding Salesforce Features
Chapter 3. Navigating Salesforce
Chapter 4. Personalizing Salesforce
Chapter 5. Working in Salesforce
Chapter 6. Collaborating in the Cloud
Part 3. Closing More Deals with Sales Cloud
Chapter 7. Tracking Leads
Chapter 8. Using Accounts
Chapter 9. Developing Contacts
Chapter 10. Tracking Opportunities
Chapter 11. Tracking Products and Price Books
Chapter 12. Managing Your Partners
Part 4. Providing Support with Service Cloud
Chapter 13. Tracking the Support Life Cycle with Cases
Chapter 14. Diversifying Your Support Channels
Part 5. Generating Demand with Marketing Cloud
Chapter 15. Creating Campaigns with Marketing Cloud
Chapter 16. Driving Sales Effectiveness with Salesforce Content
Part 6. Mastering Basic Salesforce Administration
Chapter 17. Performing Common Configurations
Chapter 18. Diving Deeper into Standard Object Setup
Chapter 19. Building Custom Apps
Chapter 20. Introducing the Lightning Experience
Chapter 21. Accessing the Right Data with User Permissions
Chapter 22. Managing Data
Part 7. Measuring Overall Business Performance
Chapter 23. Analyzing Data with Reports
Chapter 24. Seeing the Big Picture with Dashboards
Part 8. The Part of Tens
Chapter 25. Ten Ways to Drive More Productivity
Chapter 26. Ten Keys to a Successful Implementation
About the Authors
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Отрывок из книги
S alesforce.com For Dummies, 6th Edition, is for users of Salesforce, including those users who have the Unlimited, Enterprise, or Professional Edition. It’s for Salesforce users who want to quickly know how to use this web-based application, running “in the cloud” – also known as Software-as-a-Service (SaaS) – for sales, marketing, and customer service.
Don’t use this book to find out how Salesforce works. Use this book to find out how you can manage your customers and your teams and close more business by using Salesforce:
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When you step back and look at the big picture, this entire life cycle centers around the customer. As you can see, we’re trying to sufficiently hammer home the fact that Salesforce.com and its products are all about enhancing the relationship between your business and your customer. Although it’s important to see this big picture, Salesforce.com also recognizes that the devil is in the details, especially from your customers’ perspective. Salesforce.com encourages its users to capture customer details and use them to improve this customer relationship.
In this chapter, we discuss three of Salesforce.com’s products and show you how they can transform a relationship between an organization and its customer base. First, we show you how you can improve your selling with Sales Cloud. Then we talk about Marketing Cloud – how it improves lead quality and automates important marketing tasks. Then we look at customer support and the features of Service Cloud that streamline it. Finally, we wrap up the chapter by helping you decide which Salesforce edition is right for you.
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