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)
1
Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
10
Section 2: Salesforce Administration
16
Section 3: Automating Business Processes Using Salesforce

Using opportunities

Opportunities are the main component of your sales pipeline. Within the sales cycle, once you convert a lead—as we saw in Chapter 3, Creating and Managing Leads—all of your interactions for the sale take place in the opportunity section.

There are many components to opportunities that drive the overall sales cycle, starting with working the opportunity, to forecasting future sales for the management of your sales. We will see how opportunities work by using a business use case.

Business use case

As a sales rep for XYZ Widgets, you have been corresponding with GenePoint, the account you created in Chapter 4, Business Development with Accounts and Contacts. Your conversations have been going...