Higher Education

Maximizing Your Sales with Salesforce.com, 1st Edition

  • Edward Kachinske
  • Stacy Roach
  • Carol Gilliland
  • Timothy Kachinske
  • ISBN-10: 159863562X  |  ISBN-13: 9781598635621
  • 272 Pages
  • © 2009 | Published
  • College Bookstore Wholesale Price = $18.75

About

Overview

With more than 1,000,000 active users, Salesforce.com is the most widely used online CRM application worldwide. Targeted to busy sales professionals, Salesforce.com can be used to manage sales, accounts, contacts, correspondence, activities, and more. If you’re one of these busy sales professionals, you need an easy reference tool to maximize your use of Salesforce.com’s complex feature set. “Maximizing Your Sales with Salesforce.com” is that tool. This book explains, in concise, easy-to-understand language, how to get the most out of this revolutionary software. Topics like creating contacts and accounts, adding opportunities, managing schedules, writing letters, sending e-mails, and more are explored in-depth. This book also covers some administrative tasks geared toward IT professionals looking to set up and configure preferences for their Salesforce.com users. With this quick, to-the-point resource, you won’t just be “up and running” in Salesforce.com; you’ll be an expert!

Features and Benefits

  • Helps sales professionals and managers quickly gain productivity using Salesforce.com.
  • Provides an easy-to-use reference tool, providing corporate sales representatives or sales managers
  • The format of the book, with step-by-step instructions to complete specific tasks (one per page), is
  • Explores topics such as creating contacts and accounts, adding opportunities, managing schedules,

Table of Contents

Chapter 1: Working with Accounts
Chapter 2: Creating Contacts
Chapter 3: Working with Leads
Chapter 4: Scheduling Activities
Chapter 5: Sending E-mail
Chapter 6: Managing Templates
Chapter 7: Managing Opportunities
Chapter 8: Tracking Products
Chapter 9: Sales Forecasting
Chapter 10: Managing Partners
Chapter 11: Administering Campaigns
Chapter 12: Using the Document Library
Chapter 13: Using Salesforce Service & Support
Chapter 14: Running Reports
Chapter 15: Using Dashboards
Chapter 16: Linking External Systems with Salesforce
Chapter 17: Database Maintenance
Chapter 18: Customizing Salesforce.com

Meet the Author

Author Bio

Edward Kachinske

Edward Kachinske has written or co-written more than 25 books on CRM-related topics, including Maximizing Your Sales with Microsoft Dynamics CRM 4.0, Maximizing Your Sales with Salesforce.com, and Managing Contacts with Outlook. He is a frequent speaker at CRM-related conferences and is on the Microsoft Dynamics EC Advisory Board. Edward is the President of Innovative Solutions, a Gold Certified Microsoft Dynamics CRM Partner. He is certified in Microsoft Dynamics CRM and is a Microsoft Certified Trainer.

Stacy Roach

Stacy is co-author of Managing Contacts with Microsoft Outlook 2007 Business Contact Manager, published by Cengage Learning. Stacy is also a frequent author of articles in various newsletters for CRM publications. Stacy has been involved in the CRM industry for almost 10 years and a well known speaker on contact management subjects. In 2001, Stacy, along with Edward, started the annual conference, now called Mastering your Small Business. Stacy is the President of Power of 3 Consulting, Inc., a firm that helps customers choose, implement, and be trained on contact management CRM solutions, as well as working with customers on their business and sales processes. Stacy lives and works in the San Francisco Bay Area.

Carol Gilliland

Carol Gilliland is a frequent author of articles for publication in CRM newsletters.Carol’s background is sales and sales management and as a result, takes a very practical, “how to” approach to leveraging tools like CRM solutions. Carol is the COO of Power of 3 Consulting, Inc., a firm that helps customers choose, implement and be trained on contact management CRM solutions, as well as working with customers on their business and sales processes. Carol lives and works in the San Francisco Bay Area.

Timothy Kachinske

Timothy Kachinske has written more than a dozen books on CRM and non-profit management topics. Titles written by Tim include Maximizing Your Sales with Microsoft Dynamics CRM 4.0 and 90 Days to Success in Fundraising. He has 17 years of experience as a development officer for various non-profit organizations, and he has been designing CRM solutions for NFP organizations for more than a decade. Tim teaches an online class on Microsoft Dynamics CRM and a class on non-profit fundraising through a consortium of colleges and universities. He is a Microsoft Certified Trainer and is certified in Microsoft Dynamics CRM and SharePoint.