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Book Overview & Buying
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Table Of Contents
Salesforce CRM: The Definitive Admin Handbook - Second Edition - Second Edition
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In this chapter, we looked at the functional areas within Salesforce CRM where we described the process from campaign to customer and beyond which is facilitated by:
Marketing administration
Salesforce automation
Customer service and support automation
Within the functional areas, there are various touch points where the business teams concerned with marketing, sales, and customer service have to agree on roles and responsibilities for aspects of the business processes. Salesforce has developed Salesforce Chatter, a collaboration application that helps in this respect by connecting people and sharing business information.
We looked at how automation can improve the experience for campaign and lead management when producing targets at the start of a campaign, and how the ROI can be measured with statistics and reports at the end.
We also saw how leads can be converted to generate the accounts, contacts, and opportunity records which would be processed through the sales cycle and become...
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