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


In this chapter, we learned what a lead is and how it is used to start the sales cycle. We understood what the Lead Status field is used for and how the values drive the process. We also understood how to convert a lead into an opportunity and that we can convert a lead when we think there is further potential for a sale. We saw the use case for web-to-lead and how to generate web-to-lead code in order to capture leads online, as well as setting up auto-response rules for these leads. Finally, we learned about the lead settings and lead processes, as well as how these configuration options can help us optimize the use of leads. These skills will help you organize and work your leads, as well as convert them into opportunities to continue the sales cycle. Understanding this process will result in efficiently working leads, which leads to more sales!

In the next chapter...