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Liz Kao Jon Paz For Dummies by Liz Kao at Abbey's Bookshop, For Dummies

Liz Kao Jon Paz Liz Kao Matt Kaufman


John Wiley & Sons Inc

Sales & marketing management;
Sales & marketing;
Enterprise software


464 pages

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Your all-access 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 sales, marketing, customer service, and support operations. You'll discover how to organize contacts, schedule business 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 information?leads, opportunities, contacts, accounts, cases, and solutions?in one place. Whether you're a Windows or Mac 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.

By:   Liz Kao, Jon Paz, Liz Kao, Matt Kaufman
Imprint:   John Wiley & Sons Inc
Country of Publication:   United States
Edition:   6th Edition
Dimensions:   Height: 234mm,  Width: 188mm,  Spine: 22mm
Weight:   616g
ISBN:   9781119239314
ISBN 10:   1119239311
Pages:   464
Publication Date:   April 2016
Audience:   Professional and scholarly ,  Undergraduate
Format:   Paperback
Publisher's Status:   Active

Introduction 1 Part 1: Introducing Salesforce 5 CHAPTER 1: Customer Relationship Management at a Glance 7 CHAPTER 2: Discovering's Products 13 Part 2: Understanding Salesforce Features 21 CHAPTER 3: Navigating Salesforce 23 CHAPTER 4: Personalizing Salesforce 45 CHAPTER 5: Working in Salesforce 63 CHAPTER 6: Collaborating in the Cloud 91 Part 3: Closing More Deals with Sales Cloud 107 CHAPTER 7: Tracking Leads 109 CHAPTER 8: Using Accounts 131 CHAPTER 9: Developing Contacts 141 CHAPTER 10: Tracking Opportunities 153 CHAPTER 11: Tracking Products and Price Books 165 CHAPTER 12: Managing Your Partners 183 Part 4: Providing Support with Service Cloud 195 CHAPTER 13: Tracking the Support Life Cycle with Cases 197 CHAPTER 14: Diversifying Your Support Channels 205 Part 5: Generating Demand with Marketing Cloud 217 CHAPTER 15: Creating Campaigns with Marketing Cloud 219 CHAPTER 16: Driving Sales Effectiveness with Salesforce Content 241 Part 6: Mastering Basic Salesforce Administration 253 CHAPTER 17: Performing Common Configurations 255 CHAPTER 18: Diving Deeper into Standard Object Setup 287 CHAPTER 19: Building Custom Apps 301 CHAPTER 20: Introducing the Lightning Experience 317 CHAPTER 21: Accessing the Right Data with User Permissions 331 CHAPTER 22: Managing Data 351 Part 7: Measuring Overall Business Performance 365 CHAPTER 23: Analyzing Data with Reports 367 CHAPTER 24: Seeing the Big Picture with Dashboards 387 Part 8: The Part of Tens 403 CHAPTER 25: Ten Ways to Drive More Productivity 405 CHAPTER 26: Ten Keys to a Successful Implementation 409 Index 415

Liz Kao learned to use, sell, implement, and build processes for while working for the company. She has built dozens of business-specific apps for the software. Jon Paz is a Salesforce consultant who has helped enterprise clients deliver world-class solutions to business challenges.

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