Book Image

Salesforce for Beginners

By : Sharif Shaalan
Book Image

Salesforce for Beginners

By: Sharif Shaalan

Overview of this book

Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment. You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce Administrator. By the end of the book, you'll have learned how to use Salesforce effectively to achieve your business goals.
Table of Contents (23 chapters)
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
Section 2: Salesforce Administration
Section 3: Automating Business Processes Using Salesforce

Exploring the Lead Status field

The Lead Status field shows you where you are in the life cycle of working this lead. The lead life cycle is important as this is the beginning of the sales process for any organization. The following flowchart simplifies this process a bit:

From the preceding flowchart diagram, we can understand the following:

  1. Once the lead is created, it can be dispositioned in two ways.
  2. You will contact the lead to present your product or service and the lead will either be interested in speaking further or not.
  3. If not, the lead status is changed to Closed - Not Converted, or in some cases, this status is called Unqualified.
  4. If the lead is interested, the status reads Convert.

We will cover conversion in more detail in the next section.

Let's take a look at how these status values appear in Salesforce and what happens when each lead status is chosen....