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

Using campaign members

Campaign members are the leads and contacts that you reach out to to be a part of your campaign. In our webinar example, this is any leads or contacts you reach out to attend the webinar. Some members may respond and sign up for the webinar, while others may not. Out of the campaign members that respond, some may go on to make a purchase as a result of the webinar—these sales would be tied directly to the campaign and show the ROI of putting on the webinar. Let's take a look at how to add leads and contacts to the campaign we created in the previous section.

Adding leads as campaign members

As you can see in the following screenshot, you first need to navigate to the Campaign Members section...