Book Image

Salesforce CRM: The Definitive Admin Handbook

By : Paul Goodey
Book Image

Salesforce CRM: The Definitive Admin Handbook

By: Paul Goodey

Overview of this book

<p>As an industry-leading Customer Relationship Management (CRM) application, Salesforce CRM helps the enterprise to improve client relations. It greatly enhances sales performance and provides your business with a robust CRM system. In order to achieve optimum performance from the Salesforce CRM system, there are a lot of things for you as the Salesforce Administrator to tackle. This is the only book which focuses on the administrative aspect of Salesforce CRM.<br /><br />Salesforce CRM: The Definitive Admin Handbook will give you all the information you need to administer this powerful CRM application. It is the definitive 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 the maximum benefit from this exciting product.<br /><br />This book provides a practical, step-by-step experience. You will start with the initial user, move on to security setup, and then progress to higher level tasks such as configuration, data management, and data analytics. You will also be presented with ways to improve the setup and avoid some common pitfalls using tips and tricks gained from real-world experiences. And finally you will be presented with ways in which the core platform can be further extended and enhanced to provide the maximum return on investment for your organization.<br /><br />This book is focused on the needs of the enterprise, providing a solution-driven approach for both business and IT specialists to get the most from this powerful and popular CRM application. It will enhance your understanding of the features and functionality of the CRM application and get you completely ready to administer Salesforce CRM.</p>
Table of Contents (17 chapters)
Salesforce CRM: The Definitive Admin Handbook
Credits
About the Author
Acknowledgements
About the Reviewers
www.PacktPub.com
Preface
Index

User adoption


In Chapter 7, Salesforce CRM Functions, we looked at the core functionality that Salesforce CRM provides, and also at how the complete sales process, from campaign and lead capture, right through to customer service and support, can be captured. Here we looked in detail at how Salesforce provides the facilities to obtain a full 360-degree view of customers' past, present, and future relationships within our organization.

We looked at how this information enables: marketing to measure the return on investment for marketing campaigns; sales to optimize the sales pipeline and sell more to each customer; support to track customer support incidents, and requests to ensure that each one is resolved appropriately and in a timely fashion.

Having this process in place is one thing, but to ensure that the information is captured to support the process is another issue altogether. After all, processes and technology are only as good as the people who use them. So it is vital that users...