Salesforce.com For Dummies

Author: Tom Wong,Liz Kao,Matt Kaufman

Publisher: John Wiley & Sons

ISBN: 1118825845

Category: Computers

Page: 432

View: 1792

Your fun and easy introduction to Salesforce.com and its latest tools The frontrunner in the customer relationship management (CRM) market, Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Salesforce.com For Dummies lends you an edge in building those relationships and managing your company?s sales, marketing, customer service, and support operations. With this accessible guide, you will learn how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Covers the latest enhancements to Salesforce.com, the world?s most popular customer relationship management software, and explains how to choose the right configuration to suit your business needs Written by Salesforce.com insiders with years of expertise in CRM services Details how to personalize your system, prospect leads, manage accounts and partners, develop contacts, track products, calculate forecasts, drive demand, utilize service and support, share insights with Chatter, enhance your online marketing, and more Close deals faster, gain real-time visibility into sales, and collaborate instantly with help from Salesforce.com For Dummies.

Salesforce Marketing Cloud For Dummies

Author: Wiley,Chester Bullock,Mark Pollard

Publisher: John Wiley & Sons

ISBN: 1119122090

Category: Business & Economics

Page: 360

View: 7478

Salesforce Marketing Cloud For Dummies will help you make the most of your investment in this exciting digital marketing suite of products. Use Salesforce Marketing Cloud to personalize your customers' journey, whether they are visiting you on the web, via their mobile device, or on Facebook. Discover how you can set-up and establish the data sets that are most important to your job function, use the robust e-mail tool for your direct marketing campaign, engage your customers on mobile devices, and use predictive intelligence to achieve optimal engagement across the customer journey.

Salesforce.com Secrets of Success

Best Practices for Growth and Profitability

Author: David Taber

Publisher: Pearson Education

ISBN: 013351739X

Category: Computers

Page: 578

View: 5475

A guide to every aspect of Salesforce.com covers such topics as using the service cloud, promoting collaboration through Chatter, and establishing metrics for social CRM performance.

Salesforce Service Cloud For Dummies

Author: Jon Paz,T. J. Kelley

Publisher: John Wiley & Sons

ISBN: 1119010691

Category: Business & Economics

Page: 384

View: 9822

Learn how to provide top-grade customer service anywhere, anytime with Salesforce Service Cloud Salesforce Service Cloud empowers your service organization to interact with customers through any channel and provide an individualized experience that will be worth sharing—for your customers and for your company. Salesforce Service Cloud For Dummies is one the first books to focus specifically on Salesforce Service Cloud software. With it, you'll discover how to set up a sophisticated support center for your business in a matter of a few hours. Whether you're a service executive, manager, support agent, or system administrator, you will discover how to maximize usage of Service Cloud through best practices and step-by-step guidelines. This book will help your customer service departments gain a holistic view of the customers they serve, and provide your customers with meaningful, efficient interactions. Examines how to enable your agents to provide efficient service Discusses how to interact with customers through any channel Offers insights on improving internal communication and collaboration Shows how to resolve customer's questions in a timely manner Take advantage of this opportunity to be heard above your competition with the help of Salesforce Service Cloud For Dummies.

CRM For Dummies

Author: Lars Helgeson

Publisher: John Wiley & Sons

ISBN: 1119368987

Category: Business & Economics

Page: 360

View: 8286

Save time, save money, and grow your business with more effective CRM CRM For Dummies is the small business leader's guide to managing customer interactions. Customer relationship management is a critical part of any business, and it encompasses everything from business strategy and HR to sales, marketing, events, and more. Solutions exist for businesses of any size, but how do you know which one is right for you? What features do you need? Do you have the people and processes in place to get the most out of whichever one you choose? This book is designed to help business leaders better understand effective CRM and identify the right solution for their business—but it's about much more than software; effective CRM requires appropriate team structures, intradepartmental collaboration, and process efficiency. Packed with tactics and strategies that will save your company thousands of dollars and man-hours, these chapters answer the most pressing questions that will make the biggest impact on your sales. Building relationships with current and future customers is the critical point of business. This book helps you bring sales, marketing, and operations together to work toward that common goal, and shows you the tools and techniques that make your efforts more effective. Define your market segments, buyer personas, and voice Build an effective internal structure, and choose the right CRM solution Optimize leads and conduct effective email marketing Streamline processes, automate where possible, and employ analytics Your customers are the lifeblood of your company; you need to reach them, engage them, and retain them—without wasting precious time or money. CRM For Dummies gets you up to speed on the latest, most effective CRM tools and techniques to help your business succeed.

Marketing Automation For Dummies

Author: Mathew Sweezey

Publisher: John Wiley & Sons

ISBN: 111877227X

Category: Business & Economics

Page: 312

View: 7837

Multiply the effectiveness of your campaigns with marketing automation Marketing automation technology has been shown to dramatically increase lead conversions and average deal sizes as well as improving forecasting and customer segmentation. A subset of CRM, it focuses on defining, scheduling, segmenting, and tracking marketing campaigns. This friendly book demystifies marketing automation in straightforward terms, helping you leverage the tools and handle the processes that will enable a seamless integration with your CRM program. Learn to establish a buyer profile, assess your needs, select tools, create a lead scoring model, and much more. Marketing automation is a next-generation, CRM-related tool for increasing lead conversions and improving forecasting and customer segmentation This book provides an easy-to-understand introduction to the tools and technology, helping you evaluate your current processes, choose the appropriate tools, and follow best practices in making the most of them Written by Mathew Sweezey, Marketing Automation Evangelist at Pardot (ExactTarget), a leading provider of marketing automation solutions Covers working with the marketing lifecycle, evaluating your assets, integrating marketing automation with CRM and with other processes, nurturing your leads, and using marketing automation to reach buyers via e-mail, social media, and more Marketing Automation For Dummies is the ideal guide to get you up and running with marketing automation, putting your business on the cutting edge and enhancing your competitiveness.

Salesforce CRM

The Definitive Admin Handbook

Author: Paul Goodey

Publisher: Packt Publishing Ltd

ISBN: 1782170537

Category: Computers

Page: 426

View: 4779

A practical guide which will help to discover how to setup and configure the Salesforce CRM application. It offers solutions and practical examples on how to further improve and maintain its functionality with clear systematic instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can administer and configure complex Salesforce CRM functionality with absolute ease.This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced admin, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and by the end of the book, you should be ready to administer Salesforce CRM in a real-world environment.

Teach Yourself VISUALLY Salesforce.com

Author: Justin Davis,Kristine Curington

Publisher: John Wiley & Sons

ISBN: 1119047668

Category: Computers

Page: 352

View: 9484

The highly visual, step-by-step guide to getting the most out of Salesforce.com Teach Yourself VISUALLY Salesforce.com, 2nd Edition is your ideal guide to getting up to speed on the world's number-one on-demand customer relationship management (CRM) system. With full color screenshots and step-by-step instructions, this highly visual manual shows you everything you need to know to get the most out of Salesforce.com. You'll be walked through each step of the entire process, from choosing the right edition and customizing your service to capturing leads, inputting contacts, tracking correspondence, reviewing reports, and more. This updated edition covers the newest features and tools that make your business run more smoothly, so you can get up and running quickly. This book is your ultimate guide to optimizing Salesforce.com capabilities, helping you leverage your data into added value for your business. Choose the right Salesforce.com edition to suit your needs Master the latest and most helpful features Personalize your system for a tailor-made CRM solution Manage accounts, develop contacts, track inventory, and more

Learn Salesforce Lightning

The Visual Guide to the Lightning UI

Author: Felicia Duarte,Rachelle Hoffman

Publisher: Apress

ISBN: 1484229940

Category: Computers

Page: 373

View: 7982

Refer to this invaluable how-to guide for basic training on Salesforce Lightning. Salespeople and technical users and consultants will no longer have to resort to learning the interface on their own, which is very time consuming. Learn Salesforce Lightning is a step-by-step visual guide that offers immediate and valuable solutions to the new set of UI tools included in Lightning. With chapters broken down into easily absorbed topics, you walk through the entire process of managing your daily activities within Salesforce, as well as basic customizations and system management. The book explains the primary use cases for Lighting, and simplifies some of the more complex features, such as opportunity stage management and the new dashboard builder. Topics covered include: Sales and service management Lightning Apps on the AppExchange Lightning dashboards and reports Lightning security Lightning Process Builder and more What You’ll Learn Navigate the Salesforce Lightning interface Know where to go in the setup area to make customizations Create dynamic reports and dashboards View Lightning on a mobile device Train other users on common day-to-day activities within Lightning Who This Book Is for Salespeople, managers, and executives who are currently evaluating Salesforce.com, who recently purchased a license with Salesforce.com, or recently upgraded to the Lightning user interface. This book is also for Salesforce administrators, consultants, project managers, and technical users looking for basic training on Salesforce Lightning.

Salesforce Handbook

Author: Wes Nolte,Jeff Douglas

Publisher: Lulu.com

ISBN: 1446108538

Category: Computers

Page: 360

View: 3823

This book is not intended to be a deep-dive on security, programming, reporting, configuration, etc. but more of a high-level overview on salesforce.com, Force.com development, tools, methodology and other resources. We will not cover all aspects of salesforce.com. We wrote this book to (hopefully) become an invaluable resource for anyone new or inexperienced with the Force.com platform. For new administrators and developers coming on to the platform, we see a gaping hole in existing reference books. This book is not intended for end users or advanced developers. This book is for people somewhere in the middle; let's say a business analyst or a new Java or .NET developer. We would like this to be the first book you pick up after your boss walks in and says, "Let's take a look at salesforce.com and see if we can build some applications in the cloud."This book contains the information that we wish we had when we started developing applications on Force.com.

Salesforce Reporting and Dashboards

Author: Johan Yu

Publisher: Packt Publishing Ltd

ISBN: 178439520X

Category: Computers

Page: 306

View: 5136

This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.

Learning Apex Programming

Author: Matt Kaufman,Michael Wicherski

Publisher: Packt Publishing Ltd

ISBN: 1782173986

Category: Computers

Page: 302

View: 2379

If you are a developer who has some object-oriented programming experience, Learning Apex Programming is the perfect book for you. This book is most appropriate for developers who wish to gain an understanding of the Force.com platform and how to use Apex to create business applications.

Salesforce Essentials for Administrators

Author: Mohith Shrivastava

Publisher: Packt Publishing Ltd

ISBN: 1784393061

Category: Computers

Page: 158

View: 7743

This book is targeted at expert administrators or professionals who are new to Salesforce and want to learn the various features supported by the platform in a short space of time. The book can also be used by professionals preparing for Developer and Administrator certification exams from Salesforce.

Cloud Computing For Dummies

Author: Judith Hurwitz,Robin Bloor,Marcia Kaufman,Fern Halper

Publisher: John Wiley & Sons

ISBN: 0470597429

Category: Computers

Page: 384

View: 2649

The easy way to understand and implement cloud computing technology written by a team of experts Cloud computing can be difficult to understand at first, but the cost-saving possibilities are great and many companies are getting on board. If you've been put in charge of implementing cloud computing, this straightforward, plain-English guide clears up the confusion and helps you get your plan in place. You'll learn how cloud computing enables you to run a more green IT infrastructure, and access technology-enabled services from the Internet ("in the cloud") without having to understand, manage, or invest in the technology infrastructure that supports them. You'll also find out what you need to consider when implementing a plan, how to handle security issues, and more. Cloud computing is a way for businesses to take advantage of storage and virtual services through the Internet, saving money on infrastructure and support This book provides a clear definition of cloud computing from the utility computing standpoint and also addresses security concerns Offers practical guidance on delivering and managing cloud computing services effectively and efficiently Presents a proactive and pragmatic approach to implementing cloud computing in any organization Helps IT managers and staff understand the benefits and challenges of cloud computing, how to select a service, and what's involved in getting it up and running Highly experienced author team consults and gives presentations on emerging technologies Cloud Computing For Dummies gets straight to the point, providing the practical information you need to know.

Practical Salesforce.com Development Without Code

Customizing Salesforce on the Force.com Platform

Author: Philip Weinmeister

Publisher: Apress

ISBN: 1484200977

Category: Computers

Page: 324

View: 2120

Are you facing a challenging Salesforce.com problem--say, relating to automation, configuration, formulation, or reporting--that you can't quite crack? Or maybe you are hoping to infuse some creativity into your solution design strategy to solve problems faster or make solutions more efficient? Practical Salesforce.com Development Without Code shows you how to unlock the power of the Force.com platform to solve real business problems--and all without writing a line of code. Adhering to Salesforce.com's "clicks, not code" mantra, Salesforce.com expert Phil Weinmeister walks you through different business problems and identifies effective, creative--and proven--approaches to solutions using the platform's declarative framework. If you are a Salesforce.com administrator, analyst, consultant, or developer, you can attest to the insatiable appetite of users for new functionality. Your clients expect solutions--and now. By adopting Practical Salesforce.com Development Without Code as your guide, you will learn how to deliver business solutions within Salesforce.com by combining analysis, creativity, and logic with some of its core elements, including validation rules, workflow rules, and formula fields. In addition, Weinmeister dissects and explains the most useful functions and features for developers, and shows you how to use them. Among other things, you will learn how to: Build objects, fields, and relationships to establish a sensible data model Automate business processes by using workflow rules and flows (Visual Workflow) Utilize functions and develop formulas effectively for a variety of business needs Develop intricate approval processes to handle exception scenarios Employ publisher actions to drive additional functionality from the Chatter feed Manage your data using Data Loader Best of all, Weinmeister uses real-life business scenarios and visuals to keep you engaged and learning something new with every page you read. Practical Salesforce.com Development Without Code will help you absorb the principles behind dozens of creative and thoughtful ways to solve your business problems. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are well satisfied and productive.

Web Hosting For Dummies

Author: Peter Pollock

Publisher: John Wiley & Sons

ISBN: 1118540476

Category: Computers

Page: 360

View: 1948

Host your own website or blog with this unique guide If you'd like to make the leap from a hosted environment to a self-hosted service, this book is for you. You may be making the move from casual blogging to professional blogging. Or, you might already be self-hosting, but want a good guide to show you how to get more out of your plan. In simple, easy-to-understand language, this helpful book breaks down all the functions of web hosting for self-hosted users, from setting up new e-mail accounts to backing up and securing your site, analyzing server logs, choosing a platform to install, and more. Breaks down the functions of web hosting for new self-hosters, including casual bloggers who may be moving into professional blogging Helps those who are already self-hosting maximize the services they are paying for Offers a one-stop, complete resource on web hosting, rather than just a few chapters, as in many blogging books Covers setting up and using e-mail accounts, working with FTP clients, backing up and securing sites, using cloud services, understanding domains and DNS, using built-in databases, and more Web Hosting For Dummies helps you take charge of your own web hosting and having fun in the process!

Enterprise Integration Patterns

Designing, Building, and Deploying Messaging Solutions

Author: Gregor Hohpe,Bobby Woolf

Publisher: Addison-Wesley

ISBN: 0133065103

Category: Computers

Page: 735

View: 4113

Enterprise Integration Patterns provides an invaluable catalog of sixty-five patterns, with real-world solutions that demonstrate the formidable of messaging and help you to design effective messaging solutions for your enterprise. The authors also include examples covering a variety of different integration technologies, such as JMS, MSMQ, TIBCO ActiveEnterprise, Microsoft BizTalk, SOAP, and XSL. A case study describing a bond trading system illustrates the patterns in practice, and the book offers a look at emerging standards, as well as insights into what the future of enterprise integration might hold. This book provides a consistent vocabulary and visual notation framework to describe large-scale integration solutions across many technologies. It also explores in detail the advantages and limitations of asynchronous messaging architectures. The authors present practical advice on designing code that connects an application to a messaging system, and provide extensive information to help you determine when to send a message, how to route it to the proper destination, and how to monitor the health of a messaging system. If you want to know how to manage, monitor, and maintain a messaging system once it is in use, get this book.

Beginning Salesforce Developer

Author: Michael Wicherski

Publisher: Apress

ISBN: 148423300X

Category: Computers

Page: 265

View: 2727

Get started developing on the Force.com platform in no time. With step-by-step guidance, starting with setting up your developer environment and progressing through to deploying to production, you will learn industry best practices to release robust custom applications with tangible benefits to your company or your client. Geared specifically toward beginning developers, Beginning Salesforce Developer establishes a strong understanding of basic code constructs through examples. Rather than simply explaining how to use the platform, you will receive a comprehensive understanding of why, allowing you to address platform quirks and "gotchas" that might occur. The book also serves to lay the foundation for continuing on to Salesforce Developer Pro. What You’ll Learn Configure your Salesforce development environment Understand the Salesforce data model and query languages Create basic Apex triggers Use standard controllers with basic Visualforce pages Utilize Visualforce with custom-built Apex controllers Write test coverage Who This Book Is For Salesforce administrators who wish to transition into developing on the Force.com platform. The book also serves as a quick immersion into the world of development for complete beginners through proprietary Salesforce development languages on the Force.com platform.

Mastering Salesforce CRM Administration

Author: Rakesh Gupta

Publisher: Packt Publishing Ltd

ISBN: 1786460769

Category: Computers

Page: 412

View: 2163

Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.