Maximizing Your Sales with Salesforce.com

  • 3h 8m
  • Carol Gilliland, Edward Kachinske, Stacy Roach, Timothy Kachinske
  • Cengage Course PTR
  • 2008

With more than 1,000,000 active users, Salesforce.com is the most widely used online CRM application worldwide. Targeted to busy sales professionals, Salesforce.com can be used to manage sales, accounts, contacts, correspondence, activities, and more. If you’re one of these busy sales professionals, you need an easy reference tool to maximize your use of Salesforce.com’s complex feature set. Maximizing Your Sales with Salesforce.com is that tool. This book explains, in concise, easy-to-understand language, how to get the most out of this revolutionary software. Topics like creating contacts and accounts, adding opportunities, managing schedules, writing letters, sending e-mails, and more are explored in-depth. This book also covers some administrative tasks geared toward IT professionals looking to set up and configure preferences for their Salesforce.com users. With this quick, to-the-point resource, you won’t just be “up and running” in Salesforce.com; you’ll be an expert!

About the Authors

Edward Kachinske is the author or co-author of 22 titles, including Managing Contacts with ACT! 2005, Managing Contacts with ACT! 2006, and Managing Contacts with Outlook 2007 Business Contact Manager, all published by Course PTR. Edward has also published more than 100 articles in CRM industry journals. Through print journals and electronic publications, more than a half-million people regularly read Edward's articles. Throughout his 10 years in the industry, Edward has been a frequent speaker on contact management subjects. In 2001, Edward started an annual conference, now called Mastering Your Small Business. The conference is geared towards CRM consulting firms. The event attracts hundreds of consulting firm owners each year. Edward is the President of Innovative Solutions CRM, a firm that helps customers choose and implement contact management and CRM solutions. Edward lives and works in Washington, DC.

Stacy Roach is co-author of Managing Contacts with Microsoft Outlook 2007 Business Contact Manager, published by Cengage Learning. Stacy is also a frequent author of articles in various newsletters for CRM publications. Stacy has been involved in the CRM industry for almost 10 years and a well known speaker on contact management subjects. In 2001, Stacy, along with Edward, started the annual conference, now called Mastering your Small Business. Stacy is the President of Power of 3 Consulting, Inc., a firm that helps customers choose, implement, and be trained on contact management CRM solutions, as well as working with customers on their business and sales processes. Stacy lives and works in the San Francisco Bay Area.

Carol Gilliland is a frequent author of articles for publication in CRM newsletters. Carol's background is sales and sales management and as a result, takes a very practical, "how to" approach to leveraging tools like CRM solutions. Carol is the COO of Power of 3 Consulting, Inc., a firm that helps customers choose, implement and be trained on contact management CRM solutions, as well as working with customers on their business and sales processes. Carol lives and works in the San Francisco Bay Area.

Timothy Kachinske has authored more than a dozen titles in the CRM world, including Managing Contacts with ACT! 2005, Managing Contacts with ACT! 2006, and Managing Contacts with Outlook 2007 Business Contact Manager. He has published more than 150 industry-related articles, and he works as a contact management consultant for Innovative Solutions.

In this Book

  • Working with Accounts
  • Working with Contacts
  • Working with Leads
  • Managing Opportunities and Products
  • List Views
  • Managing Activities
  • Sending Emails
  • Writing Letters and Mail Merge
  • Managing Documents
  • Administering Campaigns
  • Reports & Dashboards
  • Working with PDAs
  • Working Offline
  • Outlook Integration
  • Extending Salesforce with AppExchange
  • Setting Up Your Database
  • Quick Reference Card
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