Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Lead management


Lead represents prospects that are interested in purchasing your product or someone who is interested in doing business with your organization. A campaign is one way to generate leads for your organization. Salesforce provides numerous ways to capture leads from different sources, for example, scan business cards and save the information in Salesforce as a lead, or through web-to-lead, and so on. You can easily access leads through any device, such as mobile, tablet, or workstation. If you want to increase inside sales productivity by assigning qualified leads to them, follow these best practices:

Follow these best practices to build a strong funnel of marketing qualified leads:

  1. Before you start managing a qualified lead, you have to define it. A qualified marketing lead is nothing but a person or an organization who has shown interest in buying your product or doing business with your organization and passed a set of lead qualifications criteria in order to progress further...