Salesforce.com for dummies
The ideal introductory reference on salesforce.com-now fully updated throughout! As the global leader in on-demand customer relationship management (CRM), salesforce.com helps companies all over the world manage their sales, marketing, and customer service and support operations. Written by two sale...
| Otros Autores: | , , |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
Wiley
2011.
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| Edición: | 4th ed |
| Colección: | --For dummies.
|
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009628067506719 |
Tabla de Contenidos:
- Salesforce.com For Dummies, 4th Edition; About the Authors; Dedications; Authors' Acknowledgments; Contents at a Glance; Table of Contents; Introduction; Updates to the Fourth Edition; How to Use This Book; Foolish Assumptions; Icons Used in This Book; Part I: Salesforce Basics; Chapter 1: Looking Over Salesforce; Using Salesforce to Solve Critical Business Challenges; Extending the Value Chain; Deciding Which Edition Is Best for You; Chapter 2: Navigating Salesforce; Getting Familiar with Basic Terms; Accessing Salesforce; Navigating the Home Page; Navigating the Apps; Managing Records
- Detailing the RecordGetting Help and Setting Up; Chapter 3: Personalizing Your System; Using the Personal Setup Menu; Modifying Your Personal Information; Working with Salesforce Remotely; Importing Your Contacts; Part II: Keeping Track of Customer Relationships; Chapter 4: Managing Accounts; Getting Familiar with the Account Record; Creating and Updating Your Accounts; Organizing Your Accounts; Performing Actions with Account Related Lists; Maintaining Your Account Database; Chapter 5: Developing Contacts; Understanding the Contact Record; Customizing Contact Information
- Entering and Updating Your ContactsOrganizing Your Contacts; Developing Organizational Charts; Performing Actions with Contact Related Lists; Merging Duplicate Records; Chapter 6: Collaborating with Chatter; Preparing to Use Chatter; Turning On Chatter; Understanding Key Chatter Terms; Locating Chatter on Your Home Page; Profiling Yourself; Keeping Everyone Informed with Status Updates; Choosing What to Follow; Being Part of a Group; Receiving Chatter Emails; Using Chatter Effectively; Chapter 7: Managing Activities; Reviewing Activities; Creating Activities; Organizing and Viewing Activities
- Updating ActivitiesChapter 8: Sending E-Mail; Understanding E-Mail Fields in Salesforce; Setting Up Your E-Mail; Saving Third-Party E-Mails to Salesforce; Sending E-Mail from Salesforce; Sending Mass E-Mail; Tracking E-Mail; Part III: Driving Sales with Sales Cloud; Chapter 9: Prospecting Leads; Introducing the Lead Record; Setting Up Your Leads; Organizing Your Leads; Following Up on Leads; Maintaining Your Lead Database; Building Your Lead Database with Jigsaw for Salesforce; Chapter 10: Tracking Opportunities; Getting Familiar with the Opportunity Record; Entering Opportunities
- Modifying Opportunity RecordsOrganizing Your Opportunities; Following Opportunities with Chatter; Chapter 11: Tracking Products, Price Books, and Quotes; Discovering Products and Price Books; Using Products and Price Books; Building the Product Catalog; Setting Up Schedules; Managing Price Books; Generating Quotes; Chapter 12: Managing Your Partners; Understanding the Partner Lifecycle; Managing Your Channel with Salesforce Partners; Understanding Your Partner Portal Home Page; Setting Up Salesforce Partners for Your Channel Team; Part IV: Optimizing Marketing with Sales Cloud
- Chapter 13: Driving Demand with Campaigns
