Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Book Image

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Overview of this book

Salesforce CRM’s Winter ’17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination.
Table of Contents (18 chapters)
Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface

User adoption


In Chapter 8, Introducing Sales Cloud, Service Cloud, and Collaborative Features of Salesforce CRM, we looked at the core functionality that Salesforce CRM provides and also at how the complete sales process, from campaign and lead capture right through to customer service and support, can be captured. Here, we looked in detail at how Salesforce provides the facilities to obtain a full 360-degree view of customer's past, present, and future relationships within our organization.

We looked at how this information enables marketing to measure the return on investment for marketing campaigns, sales to optimize the sales pipeline and sell more to each customer, support to track customer support incidents, and requests to ensure that each one is resolved appropriately and in a timely fashion.

Having this process in place is one thing, but to ensure that the information is captured to support the process is another issue altogether. After all, processes and technologies are only...