Teach Yourself VISUALLY Salesforce.com

  • 2h 11m
  • Justin Davis, Richard Wentk
  • John Wiley & Sons (US)
  • 2013

Salesforce.com is the global leader in on-demand customer relationship management (CRM) and helps companies all over the world manage their sales, marketing, and customer service and support operations. Packed with full-color screen shots and numbered, step-by-step instructions, this guide shows you everything you need to know to get the most out of Salesforce.com. You'll discover how to organize contacts, log activities with contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projections based on past performance, and more.

  • Explains the latest and most helpful features of the world's most popular customer relationship management (CRM) software - Salesforce.com
  • Covers the latest enhancements to Salesforce.com and explains how to choose the right edition of Salesforce.com to suit your business needs
  • Walks you through personalizing your system, managing accounts and activities, developing contacts, tracking products, and more

Teach Yourself VISUALLY Salesforce.com is the book visual learners need to get the most from this go-to solution for CRM needs!

About the Author

Justin Davis is the chief operating officer of MK Partners, a full-service Salesforce consulting and implementation firm in Los Angeles. Developing on the Salesforce platform for more than five years, he has overseen 600+ Salesforce implementations for corporate, non-profit, and government clients throughout the United States.

In this Book

  • Introducing Salesforce
  • Using the Sales Cloud
  • Using the Service Cloud
  • Using the AppExchange
  • Configuring Reports and Dashboards
  • Collaborating
  • Configuring Security
  • Managing Your Data
  • Configuring Workflow