Book Image

Salesforce CRM: The Definitive Admin Handbook - Second Edition - Second Edition

By : Paul Goodey, Paul Goodey GP
Book Image

Salesforce CRM: The Definitive Admin Handbook - Second Edition - Second Edition

By: Paul Goodey, Paul Goodey GP

Overview of this book

Salesforce CRM: The Definitive Admin Handbook is the complete guide to implementing Salesforce CRM. Whether you are looking to enhance the core features or you have already started customizing your Salesforce CRM system and are looking for guidance on advanced features. This book will show you how to get maximum benefit from this exciting product.Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the Internet. The CRM application provides facilities to manage sales projections and orders, marketing plans, business process automation and collaboration, service and support, and data analytics. The application greatly enhances a company's sales performance, improves team work and collaboration, and provides a robust customer relationship management strategy for an organization.Salesforce CRM: The Definitive Admin Handbook has been updated for the Spring '13 release and gives you all the information you need to administer this powerful CRM application.The book begins with the setup of users and security settings and then progresses to configuration, data management, and data analytics. Finally, the book covers the ways in which the core platform can be further extended and enhanced.Focused on the needs of the enterprise, this book provides a solution-driven approach for both business and IT specialists to get the most from the Salesforce CRM application. It begins with setting up of organization-wide features that affect the look-and-feel of the application. We will then move on to data management, analytics, process automation and approval mechanisms are then covered, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. Finally, we will look into the methods used to further enhance the system and to improve the return on investment from the application.After reading Salesforce CRM: The Definitive Admin Handbook, you will feel comfortable with the administration features within Salesforce CRM and will have been presented with real-world scenarios to improve the setup and avoid some common pitfalls.
Table of Contents (16 chapters)
Salesforce CRM: The Definitive Admin Handbook Second Edition
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
5
Data Analytics with Reports and Dashboards
Index

Summary


In this, the final chapter of Salesforce CRM: The Definitive Admin Handbook, we have looked at ways to improve the experience of users in Salesforce CRM by providing additional functionality using external applications from AppExchange.

We looked at the importance for planning and scheduling the release of changes into the Salesforce application and provided some best practices relating to change management.

We looked at how the ROI in Salesforce CRM can be improved by adding extra functionality and attempting to make the user's lives easier when entering information into the application. We were also introduced to the concept of Salesforce Mobile, which can significantly improve the productivity of field-based users.

We looked at how a significant factor for successful user adoption is to give users incentives to use the system by providing them with functionality that improves the way they work, and offering valuable information and tools not available elsewhere within the organization...