For Dummies, 6th Edition For Dummies, 6th Edition Front Cover
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456 pages

Book Description

Your all- guide to reaping the benefits of has a rapidly expanding influence over the way companies across the globe interact with their clientele. Written by insiders with years of experience in customer relationship management (CRM) solutions, For Dummies gives you an edge in building relationships and managing your company's , marketing, customer , and support operations. You'll discover how to organize contacts, schedule appointments, use forecasting tools to predict upcoming sales, create accurate projects based on past performance, and so much more.

A customizable, on-demand CRM solution, allows businesses to organize and manage all of their customer —leads, opportunities, contacts, accounts, cases, and solutions—in one place. Whether you're a Windows or user, this down-to-earth, friendly guide shows you how to maximize's capabilities to close deals faster, gain real-time visibility into sales, and collaborate instantly.

  • Customize the new user interface with apps, widgets, and tools
  • Prospect leads, drive sales, and provide outstanding customer service
  • Manage contacts, identify opportunities, and analyze your results
  • Collaborate with colleagues using Chatter

If you're new to or an existing user looking for the latest tips and tricks to maximize its potential, this friendly guide has you covered.

Table of Contents

Part 1: Introducing Salesforce
Chapter 1: Customer Relationship Management at a Glance
Chapter 2: Discovering’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

Book Details

  • Title: For Dummies, 6th Edition
  • Author: ,
  • Length: 456 pages
  • Edition: 6
  • Language: English
  • Publisher:
  • Publication Date: 2016-04-25
  • ISBN-10: 1119239311
  • ISBN-13: 9781119239314
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