Название: Salesforce For Dummies, 8th Edition
Автор: Liz Kao, Jon Paz
Издательство: For Dummies
Год: 2024
Страниц: 419
Язык: английский
Формат: True/Retail PDF, True/Retail EPUB
Размер: 30.0 MB

Your easy-to-follow guide to the world's leading cloud-based CRM software.

Salesforce For Dummies, 8th Edition, is for users of Salesforce, regardless of which edition you own. This book is for Salesforce users who want to quickly know how to use this web-based application in its most current interface, the Lightning Experience. As a web-based application, Salesforce runs “in the cloud” — also known as Software as a Service (SaaS) — for sales, marketing, and customer service.

Salesforce gives your business an edge in tracking relationships and managing sales, marketing, customer service, and support operations. Salesforce For Dummies help you take advantage of key platform functionality and focus on making the most of its many features. Learn best practices to determine the right configuration to suit your business needs, and how to use apps, build widgets, and configure features to personalize your system for your business. Explore prospecting for leads, managing accounts, maintaining contacts, tracking products, calculating forecasts, and monitoring each customer's service and support interactions with your business. Collaborate with colleagues by sharing information across a 360-degree view of all customer interactions, enhance your online marketing, gain real-time visibility into sales, and close deals faster.

In today’s world of tablets and mobile devices, you can be anywhere and access Salesforce. To best experience Salesforce from your mobile device, find the Salesforce app in the iTunes App Store (if you’re an iPhone user) or the Google Play marketplace (if you’re on the Android operating system). They’re free to download, and you get instant access to your most-often-viewed Accounts, Contacts, Opportunities, Cases, Leads, and any other custom tabs specific to your company.

• Get started with configuring Salesforce and set up the apps that your business needs
• Discover the latest updates to Salesforce, including Flow Builder, Lightning, and Einstein
• Improve business performance with reporting insights, collaborative communication features, and integrated sales and marketing processes
• Find new ways to improve productivity and reduce administration time

Salesforce For Dummies is the fully updated, best-selling guide that helps new and existing users get up to speed with the world's top CRM.

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