Salesforce.com For Dummies
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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
Introduction.Part I: Salesforce.com Basics.Chapter 1: Looking Over Salesforce.com.Chapter 2: Navigating Salesforce.com.Chapter 3: Personalizing Your System.Part II: Driving Sales.Chapter 4: Prospecting Leads.Chapter 5: Managing Accounts.Chapter 6: Developing Contacts.Chapter 7: Managing Activities.Chapter 8: Sending E-Mail.Chapter 9: Tracking Opportunities.Chapter 10: Calculating Forecasts.Part III: Optimizing Marketing.Chapter 11: Driving Sales Effectiveness with Documents.Chapter 12: Improving Communication with Standard Templates.Chapter 13: Driving Demand with Campaigns.Chapter 14: Managing Products and Price Books.Part IV: Measuring the Overall Business.Chapter 15: Analyzing Data with Reports.Chapter 16: Seeing the Big Picture with Dashboards.Part V: Designing the Salesforce.com Solution.Chapter 17: Fine-Tuning the Configuration.Chapter 18: Customizing Salesforce.com.Chapter 19: Migrating and Maintaining Your Data.Part VI: The Part of Tens.Chapter 20: Ten Ways to Drive More Productivity.Chapter 21: Ten Keys to a Successful Implementation.Index.
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