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内容简介:
An ideal introductory reference to salesforce.com--completely
updated and revised throughout As the global leader in on-demand
customer relationship management (CRM), salesforce.com drives more
success than any other CRM solution. Salesforce.com allows
businesses to organize and manage all of their customer
information. Written by two leading CRM authorities, this
straightforward guide shows you how salesforce.com can be used to
solve business challenges, manage products, calculate forecasts,
and drive demand with campaigns. Revised to cover the latest
updates and enhancements to salesforce.com, this new edition
carries on the style of the previous bestselling editions. You'll
learn to personalize your system, develop contacts, manage accounts
and activities, analyze data with reports, maintain your data, and
more. Explains how salesforce.com is a customizable on-demand CRM
solution, which allows businesses to organize and manage all of
their customer information Offers updates on how salesforce.com can
help you organize contacts, log activities with contacts, schedule
business appointments, use forecasting tools to predict upcoming
sales, communicate effectively, and make accurate projections based
on past performance Details ways salesforce.com can be used to
develop contacts, send and track e-mail, track opportunities,
manage products, drive demand with campaigns, maintain data, and
more Whether you're new to salesforce.com, considering
salesforce.com for your business, or looking to increase your
understanding of salesforce.com, this guide will help you
accomplish manage all your CRM needs.
书籍目录:
Introduction
Part I: Salesforce Basics
Chapter 1: Looking Over Salesforce
Chapter 2: Navigating Salesforce
Chapter 3: Personalizing Your System
Part II: Keeping Track of Customer Relationships
Chapter 4: Managing Accounts
Chapter 5: Developing Contacts
Chapter 6: Collaborating with Chatter
Chapter 7: Managing Activities
Chapter 8: Sending E-Mail
Part III: Driving Sales with Sales Cloud
Chapter 9: Prospecting Leads
Chapter 10: Tracking Opportunities
Chapter 11: Tracking Products, Price Books, and Quotes
Chapter 12: Managing Your Partners
Part IV: Optimizing Marketing with Sales Cloud
Chapter 13: Driving Demand with Campaigns
Chapter 14: Building Your Internet Marketing Channel
Chapter 15: Driving Sales Effectiveness with Document
Management
Part V: Delighting Customers with Service Cloud
Chapter 16: Performing Fast and Accurate Support
Chapter 17: Managing Your Service Cloud 2 Solution
Part VI: Measuring Overall Business Performance
Chapter 18: Analyzing Data with Reports
Chapter 19: Seeing the Big Picture with Dashboards
Part VII: Designing the Solution with Force.com
Chapter 20: Fine-Tuning the Confi guration
Chapter 21: Customizing Salesforce with Force.com
Chapter 22: Extending Salesforce beyond CRM with Custom
Cloud
Chapter 23: Migrating and Maintaining Your Data
Part VIII: The Part of Tens
Chapter 24: Ten Ways to Drive More Productivity
Chapter 25: Ten Keys to a Successful Implementation
Index.
作者介绍:
Tom is Vice President, Dreamforce, Customer Marketing
Programs, at Salesforce.com and a leading authority on CRM. Liz Kao
is a salesforce.com consultant and Software as a Service expert who
advises companies on their CRM needs. Matt Kaufman is CEO of MK
Partners, a leader in salesforce.com consulting for the public
sector and nonprofit organizations.
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Manage your customers and your teams, and close more business
with salesforce.com!
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.
Understand your customer — track important data so that you
can develop solutions that deliver value to your customers
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:
Expert advice on accessing and navigating salesforce.com
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
书籍介绍
An ideal introductory reference to salesforce.com--completely updated and revised throughout As the global leader in on-demand customer relationship management (CRM), salesforce.com drives more success than any other CRM solution. Salesforce.com allows businesses to organize and manage all of their customer information. Written by two leading CRM authorities, this straightforward guide shows you how salesforce.com can be used to solve business challenges, manage products, calculate forecasts, and drive demand with campaigns. Revised to cover the latest updates and enhancements to salesforce.com, this new edition carries on the style of the previous bestselling editions. You'll learn to personalize your system, develop contacts, manage accounts and activities, analyze data with reports, maintain your data, and more. Explains how salesforce.com is a customizable on-demand CRM solution, which allows businesses to organize and manage all of their customer information Offers updates on how salesforce.com can help you organize contacts, log activities with contacts, schedule business appointments, use forecasting tools to predict upcoming sales, communicate effectively, and make accurate projections based on past performance Details ways salesforce.com can be used to develop contacts, send and track e-mail, track opportunities, manage products, drive demand with campaigns, maintain data, and more Whether you're new to salesforce.com, considering salesforce.com for your business, or looking to increase your understanding of salesforce.com, this guide will help you accomplish manage all your CRM needs.
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