Salesforce for Beginners: A step-by-step guide to creating, managing, and automating sales and marketing processes
bGet a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes./b h4Key Features/h4 ulliUnderstand how to use core Salesforce objects for maximum efficiency /li liBuild various dashboards and reports to analyze results and i...
Gespeichert in:
1. Verfasser: | |
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Format: | Elektronisch E-Book |
Sprache: | English |
Veröffentlicht: |
Birmingham
Packt Publishing Limited
2020
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Ausgabe: | 1 |
Schlagworte: | |
Zusammenfassung: | bGet a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes./b h4Key Features/h4 ulliUnderstand how to use core Salesforce objects for maximum efficiency /li liBuild various dashboards and reports to analyze results and improve visibility in your business processes /li liLearn the basics of Salesforce administration and mobile app set up/li/ul h4Book Description/h4 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. h4What you will learn/h4 ulliUnderstand the difference between Salesforce Lightning and Salesforce Classic /li liCreate and manage leads in Salesforce /li liExplore business development with accounts and contacts in Salesforce /li liFind out how stages and sales processes help you manage your opportunity pipeline /li liAchieve marketing goals using Salesforce campaigns /li liPerform business analysis using reports and dashboards /li liGain a high-level overview of the items in the administration section /li liGrasp the different aspects needed to build an effective and flexible Salesforce security model/li/ul h4Who this book is for/h4 If you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book |
Beschreibung: | 1 Online-Ressource (472 Seiten) |
ISBN: | 9781838987008 |
Internformat
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520 | |a bGet a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes./b h4Key Features/h4 ulliUnderstand how to use core Salesforce objects for maximum efficiency /li liBuild various dashboards and reports to analyze results and improve visibility in your business processes /li liLearn the basics of Salesforce administration and mobile app set up/li/ul h4Book Description/h4 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. | ||
520 | |a 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. | ||
520 | |a h4What you will learn/h4 ulliUnderstand the difference between Salesforce Lightning and Salesforce Classic /li liCreate and manage leads in Salesforce /li liExplore business development with accounts and contacts in Salesforce /li liFind out how stages and sales processes help you manage your opportunity pipeline /li liAchieve marketing goals using Salesforce campaigns /li liPerform business analysis using reports and dashboards /li liGain a high-level overview of the items in the administration section /li liGrasp the different aspects needed to build an effective and flexible Salesforce security model/li/ul h4Who this book is for/h4 If you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book | ||
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Datensatz im Suchindex
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author | Shaalan, Sharif |
author_facet | Shaalan, Sharif |
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illustrated | Not Illustrated |
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isbn | 9781838987008 |
language | English |
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spelling | Shaalan, Sharif Verfasser aut Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes Shaalan, Sharif 1 Birmingham Packt Publishing Limited 2020 1 Online-Ressource (472 Seiten) txt rdacontent c rdamedia cr rdacarrier bGet a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes./b h4Key Features/h4 ulliUnderstand how to use core Salesforce objects for maximum efficiency /li liBuild various dashboards and reports to analyze results and improve visibility in your business processes /li liLearn the basics of Salesforce administration and mobile app set up/li/ul h4Book Description/h4 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. h4What you will learn/h4 ulliUnderstand the difference between Salesforce Lightning and Salesforce Classic /li liCreate and manage leads in Salesforce /li liExplore business development with accounts and contacts in Salesforce /li liFind out how stages and sales processes help you manage your opportunity pipeline /li liAchieve marketing goals using Salesforce campaigns /li liPerform business analysis using reports and dashboards /li liGain a high-level overview of the items in the administration section /li liGrasp the different aspects needed to build an effective and flexible Salesforce security model/li/ul h4Who this book is for/h4 If you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book COMPUTERS / Enterprise Applications / General COMPUTERS / Internet / Application Development |
spellingShingle | Shaalan, Sharif Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes COMPUTERS / Enterprise Applications / General COMPUTERS / Internet / Application Development |
title | Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes |
title_auth | Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes |
title_exact_search | Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes |
title_exact_search_txtP | Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes |
title_full | Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes Shaalan, Sharif |
title_fullStr | Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes Shaalan, Sharif |
title_full_unstemmed | Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes Shaalan, Sharif |
title_short | Salesforce for Beginners |
title_sort | salesforce for beginners a step by step guide to creating managing and automating sales and marketing processes |
title_sub | A step-by-step guide to creating, managing, and automating sales and marketing processes |
topic | COMPUTERS / Enterprise Applications / General COMPUTERS / Internet / Application Development |
topic_facet | COMPUTERS / Enterprise Applications / General COMPUTERS / Internet / Application Development |
work_keys_str_mv | AT shaalansharif salesforceforbeginnersastepbystepguidetocreatingmanagingandautomatingsalesandmarketingprocesses |