Salesforce Crm A Complete Guide 2019 Edition

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Salesforce CRM A Complete Guide - 2019 Edition

Author : Gerardus Blokdyk
Publisher : 5starcooks
ISBN 13 : 9780655547792
Total Pages : 308 pages
Book Rating : 4.5/5 (477 download)

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Book Synopsis Salesforce CRM A Complete Guide - 2019 Edition by : Gerardus Blokdyk

Download or read book Salesforce CRM A Complete Guide - 2019 Edition written by Gerardus Blokdyk and published by 5starcooks. This book was released on 2019-06-18 with total page 308 pages. Available in PDF, EPUB and Kindle. Book excerpt: What are your results for key measures or indicators of the accomplishment of your Salesforce CRM strategy and action plans, including building and strengthening core competencies? How frequently do you track Salesforce CRM measures? Who is the Salesforce CRM process owner? How do you manage unclear Salesforce CRM requirements? How do your measurements capture actionable Salesforce CRM information for use in exceeding your customers expectations and securing your customers engagement? Defining, designing, creating, and implementing a process to solve a challenge or meet an objective is the most valuable role... In EVERY group, company, organization and department. Unless you are talking a one-time, single-use project, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?' This Self-Assessment empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Salesforce CRM investments work better. This Salesforce CRM All-Inclusive Self-Assessment enables You to be that person. All the tools you need to an in-depth Salesforce CRM Self-Assessment. Featuring 950 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Salesforce CRM improvements can be made. In using the questions you will be better able to: - diagnose Salesforce CRM projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices - implement evidence-based best practice strategies aligned with overall goals - integrate recent advances in Salesforce CRM and process design strategies into practice according to best practice guidelines Using a Self-Assessment tool known as the Salesforce CRM Scorecard, you will develop a clear picture of which Salesforce CRM areas need attention. Your purchase includes access details to the Salesforce CRM self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next. You will receive the following contents with New and Updated specific criteria: - The latest quick edition of the book in PDF - The latest complete edition of the book in PDF, which criteria correspond to the criteria in... - The Self-Assessment Excel Dashboard - Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation - In-depth and specific Salesforce CRM Checklists - Project management checklists and templates to assist with implementation INCLUDES LIFETIME SELF ASSESSMENT UPDATES Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Salesforce CRM - The Definitive Admin Handbook

Author : Paul Goodey
Publisher : Packt Publishing Ltd
ISBN 13 : 1789619726
Total Pages : 768 pages
Book Rating : 4.7/5 (896 download)

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Book Synopsis Salesforce CRM - The Definitive Admin Handbook by : Paul Goodey

Download or read book Salesforce CRM - The Definitive Admin Handbook written by Paul Goodey and published by Packt Publishing Ltd. This book was released on 2019-04-27 with total page 768 pages. Available in PDF, EPUB and Kindle. Book excerpt: A definitive guide covering all the core concepts necessary to pass the Salesforce Administrator Certification exam Key Features Understand critical design considerations for setting up Salesforce CRM Facilitate and manage the transition from Salesforce Classic to Lightning Experience Learn key functions of application security to manage user profiles and data Book Description Salesforce's winter '19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform. This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You'll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it'll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you'll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You'll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience. By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM. What you will learn Configure a variety of user interface features in Salesforce CRM Understand the capabilities of the Salesforce CRM sharing model Explore Einstein Analytics - Salesforce's new wave of advanced reporting Get to grips with the Lightning Process Builder workflow Set up user profiles, security, and login access mechanisms Find out how Apex and Visualforce coding can be used in Salesforce CRM Manage the transition from Salesforce Classic to Lightning Experience Implement data manipulation features to apply best practices in data management Who this book is for This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new or experienced professional, this book will enhance your knowledge and understanding of Salesforce CRM features.

Salesforce CRM A Complete Guide - 2020 Edition

Author : Gerardus Blokdyk
Publisher :
ISBN 13 : 9780655963653
Total Pages : 0 pages
Book Rating : 4.9/5 (636 download)

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Book Synopsis Salesforce CRM A Complete Guide - 2020 Edition by : Gerardus Blokdyk

Download or read book Salesforce CRM A Complete Guide - 2020 Edition written by Gerardus Blokdyk and published by . This book was released on with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Mastering Salesforce CRM Administration

Author : Rakesh Gupta
Publisher : Packt Publishing Ltd
ISBN 13 : 1786460769
Total Pages : 405 pages
Book Rating : 4.7/5 (864 download)

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Book Synopsis Mastering Salesforce CRM Administration by : Rakesh Gupta

Download or read book Mastering Salesforce CRM Administration written by Rakesh Gupta and published by Packt Publishing Ltd. This book was released on 2017-03-27 with total page 405 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.

Getting Started with Salesforce Einstein Analytics

Author : Johan Yu
Publisher : Apress
ISBN 13 : 1484252004
Total Pages : 193 pages
Book Rating : 4.4/5 (842 download)

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Book Synopsis Getting Started with Salesforce Einstein Analytics by : Johan Yu

Download or read book Getting Started with Salesforce Einstein Analytics written by Johan Yu and published by Apress. This book was released on 2019-09-11 with total page 193 pages. Available in PDF, EPUB and Kindle. Book excerpt: Build interactive dashboards using Salesforce Einstein analytics. Explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. You will manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards. Because Einstein Analytics is new, the curve to learn this technology can be difficult. This book guides you step-by-step in simple, easy-to-understand terms to get data from the Salesforce platform to the Einstein Analytics platform and also shows you how to import external data (e.g., CSV files). Core chapters focus on understanding data sources, dataflow, dataset, and lens leading up to building dashboards from scratch. Advanced features such as data transformation using computeExpression and computeRelative as well as dataflow with a multi-value lookup are explored. What You Will Learn Use data from Salesforce and external sources Create a dataflow to build a flexible datasetBuild dashboards using Einstein Analytics Explore and analyze data using Einstein Analytics Utilize SAQL and binding to create advance dashboards Who This Book Is For IT users getting started with Einstein Analytics, Salesforce consultants starting new Einstein Analytics projects, and power users familiar with Salesforce reporting and dashboards who want to get up to speed on new analytics features

Salesforce Advanced Administrator Certification Guide

Author : Enrico Murru
Publisher : Packt Publishing Ltd
ISBN 13 : 1838644768
Total Pages : 656 pages
Book Rating : 4.8/5 (386 download)

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Book Synopsis Salesforce Advanced Administrator Certification Guide by : Enrico Murru

Download or read book Salesforce Advanced Administrator Certification Guide written by Enrico Murru and published by Packt Publishing Ltd. This book was released on 2019-11-08 with total page 656 pages. Available in PDF, EPUB and Kindle. Book excerpt: Master advanced Salesforce Administration concepts with expert tips, techniques, and mock tests Key FeaturesLearn advanced features to reduce implementation time and enhance your Salesforce administration skillsDevelop the ability to solve critical issues with a proactive approach and deliver the best solutionExplore complex automation with workflows, approvals, process builder, and custom Apex codingBook Description The Salesforce Advanced Administrator certification extends beyond administrator certification, covering advanced platform features and functions such as configuration, automation, security, and customization. Complete with comprehensive coverage of all these topics and exam-oriented questions and mock tests, this Salesforce book will help you earn advanced administrator credentials. You'll start your journey by mastering data access security, monitoring and auditing, and understanding best practices for handling change management and data across organizations. The book then delves into data model management for improving data quality and lets you explore Sales features such as products, schedules, quotes, and forecasting capabilities. As you progress, this book will guide you in working with content management to set up and maintain Salesforce content. You'll also master organizing your files and data using reports and dashboards. Finally, you'll learn how to use a combination of automation tools to solve business problems. By the end of the book, you will have developed the skills required to get your advanced administrator credentials. What you will learnMaster data security to monitor your org effectivelyExplore best practices for handling change management across orgsExtend the capabilities of Salesforce objects using advanced relationships, validation rules, and duplicate managementHandle file libraries with Salesforce CRM contentUnderstand ways to deliver the best solutions with Sales and Service Cloud applicationsBuild reports and dashboards to visualize data for better decision makingCustomize your CRM with process automation featuresWho this book is for If you've already achieved your Salesforce administrator certification, this book will help you prepare for the Salesforce Advanced Administrator certification. You'll also find this guide useful if you are a Salesforce administrator or developer and want to maximize your administration skills with deeper knowledge of advanced Salesforce declarative features. 1-2 years of experience as a Salesforce administrator or developer is enough to help you to get the most out of the book.

Salesforce CRM - The Definitive Admin Handbook

Author : Paul Goodey
Publisher : Packt Publishing Ltd
ISBN 13 : 1786464527
Total Pages : 635 pages
Book Rating : 4.7/5 (864 download)

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Book Synopsis Salesforce CRM - The Definitive Admin Handbook by : Paul Goodey

Download or read book Salesforce CRM - The Definitive Admin Handbook written by Paul Goodey and published by Packt Publishing Ltd. This book was released on 2016-12-21 with total page 635 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques About This Book See the latest best practice Salesforce administration principles, gain real-world advice, and understand critical design considerations to set up and customize Salesforce CRM This is a pragmatic guide to the key functions of customizing and setting up the application for enterprise security, user and data management, process automation, analytics, and mobile features Step-by-step navigation and descriptions of the features of Salesforce CRM platform and clear guidance on the customization and administration of the application Identify what is covered to create your own improved study guide for the certified administrator examination Who This Book Is For This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new administrator or a more experienced professional, this book will enhance your knowledge and understanding of the features of Salesforce CRM. What You Will Learn Manage and administer user records and password policies Configure and control the various organization-wide user interface features in Salesforce CRM Set up and maintain users, profiles, and permission sets and administer appropriate security and login access mechanisms Apply organization security Understand the capabilities of the Salesforce CRM sharing model Create, delete, and customize fields, page layout, and list views for custom and standard objects Find out how Apex and Visualforce coding can be used in Salesforce CRM Implement the mechanisms for data management Discover the tools to import, update, transfer, and mass delete data In Detail Salesforce CRM's Winter '17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination. Style and approach This book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. Filled with examples and use cases, the book presents the facts along with seasoned advice and real-world examples to ensure you have all the resources you need to become a more informed Salesforce Administrator.

Salesforce For Dummies

Author : Liz Kao
Publisher : John Wiley & Sons
ISBN 13 : 1119576326
Total Pages : 416 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis Salesforce For Dummies by : Liz Kao

Download or read book Salesforce For Dummies written by Liz Kao and published by John Wiley & Sons. This book was released on 2019-12-12 with total page 416 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get up to lightning speed with this fully updated, bestselling guide to using Salesforce.com! Salesforce.com For Dummies, 7th Edition gives you an edge in building relationships and managing your company's sales, marketing, customer service, and support operations. You’ll learn how to maximize the new user interface to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Written by Salesforce.com insiders with years of expertise in CRM services, this new edition covers the latest enhancements to Salesforce.com, the world's most popular customer relationship management software. You’ll find out how to determine the right configuration to suit your business needs, and how to use apps, widgets, and tools to personalize your system. Then, you’ll explore prospecting leads, managing accounts and partners, developing contacts, tracking products, calculating forecasts, and utilizing service and support. Customize the new user interface with apps, widgets, and tools Prospect leads, drive sales, and provide outstanding customer service Manage contacts, identify opportunities, and analyze your results Collaborate with colleagues using Chatter More than 150,000 companies worldwide use Salesforce.com as their CRM solution—if you’re a new or existing user looking to maximize the potential of the new UI, this book has everything you need.

Salesforce for Beginners

Author : Sharif Shaalan
Publisher : Packt Publishing Ltd
ISBN 13 : 1838987002
Total Pages : 457 pages
Book Rating : 4.8/5 (389 download)

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Book Synopsis Salesforce for Beginners by : Sharif Shaalan

Download or read book Salesforce for Beginners written by Sharif Shaalan and published by Packt Publishing Ltd. This book was released on 2020-05-29 with total page 457 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes. Key FeaturesUnderstand how to use core Salesforce objects for maximum efficiencyBuild various dashboards and reports to analyze results and improve visibility in your business processesLearn the basics of Salesforce administration and mobile app set upBook Description 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. What you will learnUnderstand the difference between Salesforce Lightning and Salesforce ClassicCreate and manage leads in SalesforceExplore business development with accounts and contacts in SalesforceFind out how stages and sales processes help you manage your opportunity pipelineAchieve marketing goals using Salesforce campaignsPerform business analysis using reports and dashboardsGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective and flexible Salesforce security modelWho this book is for 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.

Salesforce CRM - The Definitive Admin Handbook - Third Edition

Author : Paul Goodey
Publisher :
ISBN 13 :
Total Pages : 480 pages
Book Rating : 4.:/5 (11 download)

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Book Synopsis Salesforce CRM - The Definitive Admin Handbook - Third Edition by : Paul Goodey

Download or read book Salesforce CRM - The Definitive Admin Handbook - Third Edition written by Paul Goodey and published by . This book was released on 2015 with total page 480 pages. Available in PDF, EPUB and Kindle. Book excerpt: Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios In Detail The book begins by guiding you through setting up users and security settings and then progresses to configuration, data management, and data analytics. Next, you will swiftly move on to how to set up organization-wide features that affect the look and feel of the application. Process automation, and approval mechanisms are then covered, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. At the end of the book, we cover Salesforce mobile apps and mobile administration, along with techniques to further enhance the system and improve the return on investment. Prerequisites include Enterprise, Unlimited, Performance, or Developer edition of Salesforce CRM along with the System Administrator permission. What You Will Learn Configure and control the various organization-wide user interface features in Salesforce CRM Set up and maintain a user and administer appropriate security and login access mechanisms Apply organization security and understand the capabilities of the Salesforce CRM sharing model Create, delete, and customize fields, page layouts, and list views for custom and standard objects Implement the mechanisms for data management and discover the tools to import, update, transfer, and mass delete data Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

Salesforce CRM A Complete Guide - 2020 Edition

Author : Gerardus Blokdyk
Publisher : 5starcooks
ISBN 13 : 9780655913658
Total Pages : 310 pages
Book Rating : 4.9/5 (136 download)

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Book Synopsis Salesforce CRM A Complete Guide - 2020 Edition by : Gerardus Blokdyk

Download or read book Salesforce CRM A Complete Guide - 2020 Edition written by Gerardus Blokdyk and published by 5starcooks. This book was released on 2019-09-05 with total page 310 pages. Available in PDF, EPUB and Kindle. Book excerpt: Could you describe the customer engagement approach your business is currently using? Do employees know who customers are? How does zappos transparency influence relationships with customers and employees? How do customers define value? What should you do about motivation theory? This exclusive Salesforce CRM self-assessment will make you the established Salesforce CRM domain specialist by revealing just what you need to know to be fluent and ready for any Salesforce CRM challenge. How do I reduce the effort in the Salesforce CRM work to be done to get problems solved? How can I ensure that plans of action include every Salesforce CRM task and that every Salesforce CRM outcome is in place? How will I save time investigating strategic and tactical options and ensuring Salesforce CRM costs are low? How can I deliver tailored Salesforce CRM advice instantly with structured going-forward plans? There's no better guide through these mind-expanding questions than acclaimed best-selling author Gerard Blokdyk. Blokdyk ensures all Salesforce CRM essentials are covered, from every angle: the Salesforce CRM self-assessment shows succinctly and clearly that what needs to be clarified to organize the required activities and processes so that Salesforce CRM outcomes are achieved. Contains extensive criteria grounded in past and current successful projects and activities by experienced Salesforce CRM practitioners. Their mastery, combined with the easy elegance of the self-assessment, provides its superior value to you in knowing how to ensure the outcome of any efforts in Salesforce CRM are maximized with professional results. Your purchase includes access details to the Salesforce CRM self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows you exactly what to do next. Your exclusive instant access details can be found in your book. You will receive the following contents with New and Updated specific criteria: - The latest quick edition of the book in PDF - The latest complete edition of the book in PDF, which criteria correspond to the criteria in... - The Self-Assessment Excel Dashboard - Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation - In-depth and specific Salesforce CRM Checklists - Project management checklists and templates to assist with implementation INCLUDES LIFETIME SELF ASSESSMENT UPDATES Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Salesforce CRM

Author : Paul Goodey
Publisher : Packt Pub Limited
ISBN 13 : 9781782170525
Total Pages : 426 pages
Book Rating : 4.1/5 (75 download)

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Book Synopsis Salesforce CRM by : Paul Goodey

Download or read book Salesforce CRM written by Paul Goodey and published by Packt Pub Limited. This book was released on 2013 with total page 426 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide which will help to discover how to setup and configure the Salesforce CRM application. It offers solutions and practical examples on how to further improve and maintain its functionality with clear systematic instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can administer and configure complex Salesforce CRM functionality with absolute ease.This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced admin, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and by the end of the book, you should be ready to administer Salesforce CRM in a real-world environment.

Microsoft Dynamics Crm Online a Complete Guide - 2019 Edition

Author : Gerardus Blokdyk
Publisher : 5starcooks
ISBN 13 : 9780655540823
Total Pages : 320 pages
Book Rating : 4.5/5 (48 download)

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Book Synopsis Microsoft Dynamics Crm Online a Complete Guide - 2019 Edition by : Gerardus Blokdyk

Download or read book Microsoft Dynamics Crm Online a Complete Guide - 2019 Edition written by Gerardus Blokdyk and published by 5starcooks. This book was released on 2019-03-19 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: How do you improve CRM use compliance with your sales team? What role can internal branding and employee engagement play in creating a positive brand experience? Who will have access to your Salesforce CRM Content? Are you leveraging enough Gamification in your digital crm? If mobile technologies are supported, how is the software optimized for use on smartphone, tables, and other mobile devices? Defining, designing, creating, and implementing a process to solve a challenge or meet an objective is the most valuable role... In EVERY group, company, organization and department. Unless you are talking a one-time, single-use project, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are you really trying to accomplish here? And is there a different way to look at it?' This Self-Assessment empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Microsoft Dynamics CRM Online investments work better. This Microsoft Dynamics CRM Online All-Inclusive Self-Assessment enables You to be that person. All the tools you need to an in-depth Microsoft Dynamics CRM Online Self-Assessment. Featuring 974 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Microsoft Dynamics CRM Online improvements can be made. In using the questions you will be better able to: - diagnose Microsoft Dynamics CRM Online projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices - implement evidence-based best practice strategies aligned with overall goals - integrate recent advances in Microsoft Dynamics CRM Online and process design strategies into practice according to best practice guidelines Using a Self-Assessment tool known as the Microsoft Dynamics CRM Online Scorecard, you will develop a clear picture of which Microsoft Dynamics CRM Online areas need attention. Your purchase includes access details to the Microsoft Dynamics CRM Online self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next. You will receive the following contents with New and Updated specific criteria: - The latest quick edition of the book in PDF - The latest complete edition of the book in PDF, which criteria correspond to the criteria in... - The Self-Assessment Excel Dashboard - Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation - In-depth and specific Microsoft Dynamics CRM Online Checklists - Project management checklists and templates to assist with implementation INCLUDES LIFETIME SELF ASSESSMENT UPDATES Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Program Salesforce CRM A Complete Guide - 2020 Edition

Author : Gerardus Blokdyk
Publisher : 5starcooks
ISBN 13 : 9781867310556
Total Pages : 318 pages
Book Rating : 4.3/5 (15 download)

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Book Synopsis Program Salesforce CRM A Complete Guide - 2020 Edition by : Gerardus Blokdyk

Download or read book Program Salesforce CRM A Complete Guide - 2020 Edition written by Gerardus Blokdyk and published by 5starcooks. This book was released on 2020-01-19 with total page 318 pages. Available in PDF, EPUB and Kindle. Book excerpt: How much experience in programming do you have? What are the different types of constructs in any programming language? What are your programming software preferences? What programming languages are used? What is the advantage of machine learning over direct programming? Defining, designing, creating, and implementing a process to solve a challenge or meet an objective is the most valuable role... In EVERY group, company, organization and department. Unless you are talking a one-time, single-use project, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?' This Self-Assessment empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Program Salesforce CRM investments work better. This Program Salesforce CRM All-Inclusive Self-Assessment enables You to be that person. All the tools you need to an in-depth Program Salesforce CRM Self-Assessment. Featuring 2207 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Program Salesforce CRM improvements can be made. In using the questions you will be better able to: - diagnose Program Salesforce CRM projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices - implement evidence-based best practice strategies aligned with overall goals - integrate recent advances in Program Salesforce CRM and process design strategies into practice according to best practice guidelines Using a Self-Assessment tool known as the Program Salesforce CRM Scorecard, you will develop a clear picture of which Program Salesforce CRM areas need attention. Your purchase includes access details to the Program Salesforce CRM self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next. You will receive the following contents with New and Updated specific criteria: - The latest quick edition of the book in PDF - The latest complete edition of the book in PDF, which criteria correspond to the criteria in... - The Self-Assessment Excel Dashboard - Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation - In-depth and specific Program Salesforce CRM Checklists - Project management checklists and templates to assist with implementation INCLUDES LIFETIME SELF ASSESSMENT UPDATES Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Salesforce CRM Administration Handbook

Author : Krzysztof Nowacki
Publisher : Packt Publishing Ltd
ISBN 13 : 183508186X
Total Pages : 328 pages
Book Rating : 4.8/5 (35 download)

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Book Synopsis Salesforce CRM Administration Handbook by : Krzysztof Nowacki

Download or read book Salesforce CRM Administration Handbook written by Krzysztof Nowacki and published by Packt Publishing Ltd. This book was released on 2024-04-30 with total page 328 pages. Available in PDF, EPUB and Kindle. Book excerpt: Master the core concepts of Salesforce administration and gain a holistic understanding of the SF ecosystem that will also help you prepare for the Salesforce certification exam Key Features Understand Salesforce architecture and security model Integrate Flow Builder with other Salesforce components for seamless automation Understand how to create and manage approval workflows in Salesforce Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionDo you aspire to be a successful Salesforce administrator or consultant? If yes, then this step-by-step guide is for you. Written by certified Salesforce professionals, the Salesforce CRM Administration Handbook will take you through the intricacies of Salesforce, covering objects, records, automation, and much more. Starting with an overview of the capabilities and limitations of Salesforce, you’ll progress toward a holistic understanding of system architecture with real-world examples, including workarounds that enable the successful completion of projects. As you delve deeper, you’ll learn about the fundamental concepts of a CRM system, its purpose, and the pivotal role of an administrator in the Salesforce lifecycle. You’ll also explore the basic structures of the entire Salesforce system and navigate confidently through the intricacies of security, automation, and reporting in the Sales/Service Cloud. By the end of this book, you’ll have the confidence you need to navigate Salesforce’s backend seamlessly, implement configuration changes effortlessly, and communicate fluently in Salesforce terminology.What you will learn Discover strategies to stay up-to-date with Salesforce releases Integrate Salesforce products seamlessly to meet diverse business needs Explore Sales and Service Cloud and its transformative impact on sales and customer support operations Master opportunity management for successful deal closures and pipeline forecasting Understand Salesforce Orgs, managing users, settings, and customization Explore data import and export methods and data mapping Discover best practices, mock tests, and valuable tips and tricks to prepare for Salesforce certification Who this book is for This book is for aspiring Salesforce administrators and consultants looking to build a solid foundation in Salesforce products, system setup, and customization as well as advance their careers within the Salesforce ecosystem. It’s also a great resource for those preparing to take the Salesforce ADM 201 certification exam, as it serves as an excellent supplement to the existing learning materials.

Trailblazer

Author : Marc Benioff
Publisher : Currency
ISBN 13 : 1984825208
Total Pages : 272 pages
Book Rating : 4.9/5 (848 download)

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Book Synopsis Trailblazer by : Marc Benioff

Download or read book Trailblazer written by Marc Benioff and published by Currency. This book was released on 2019-10-15 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: NEW YORK TIMES BESTSELLER • The founder and co-CEO of Salesforce delivers an inspiring vision for successful companies of the future—in which changing the world is everyone’s business. “The gold standard on how to use business as a platform for change at this urgent time.”—Ray Dalio, founder of Bridgewater Associates and author of Principles: Life and Work What’s the secret to business growth and innovation and a purpose-driven career in a world that is becoming vastly more complicated by the day? According to Marc Benioff, the answer is embracing a culture in which your values permeate everything you do. In Trailblazer, Benioff gives readers a rare behind-the-scenes look at the inner workings of one of the world’s most admired companies. He reveals how Salesforce’s core values—trust, customer success, innovation, and equality—and commitment to giving back have become the company’s greatest competitive advantage and the most powerful engine of its success. Because no matter what business you’re in, Benioff says, values are the bedrock of a resilient company culture that inspires all employees, at every level, to do the best work of their lives. Along the way, he shares insights and best practices for anyone who wants to cultivate a company culture positioned to thrive in the face of the inevitable disruption ahead. None of us in the business world can afford to sit on the sidelines and ignore what’s going on outside the walls of our workplaces. In the future, profits and progress will no longer be sustainable unless they serve the greater good. Whether you run a company, lead a small team, or have just draped an ID badge around your neck for the first time, Trailblazer reveals how anyone can become an agent of change. Praise for Trailblazer “A guide for what every business and organization must do to thrive in this period of profound political and economic change.”—Jamie Dimon, chairman and CEO of JPMorgan Chase “In Trailblazer, Benioff explores how companies can nurture a values-based culture to become powerful platforms for change.”—Susan Wojcicki, CEO of YouTube

Sales Force Management

Author : Mark W. Johnston
Publisher : Routledge
ISBN 13 : 0415534615
Total Pages : 575 pages
Book Rating : 4.4/5 (155 download)

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Book Synopsis Sales Force Management by : Mark W. Johnston

Download or read book Sales Force Management written by Mark W. Johnston and published by Routledge. This book was released on 2013 with total page 575 pages. Available in PDF, EPUB and Kindle. Book excerpt: In this latest edition of Sales Force Management, Mark Johnston and Greg Marshall continue to build on the tradition of excellence established by Churchill, Ford, and Walker, solidifying the book's position globally as the leading textbook in the field. It's a contemporary classic, fully updated for modern sales management practice. Including the Churchill, Ford, and Walker approach, the new edition also features: A strong focus on leadership, technology, innovation, ethics, and global business New material integrated throughout the book on multifaceted sales communication approaches, leadership, and the relationship between the marketing and sales functions Continued partnership with HR Chally, a global sales consultancy that supplies cutting-edge data for each chapter, allowing students to benefit from understanding and working with real-world applications of current sales force challenges Enhanced learning features, such as short and long cases to stimulate discussion, leadership challenges to assess students' ability to make decisions, role plays to allow students to learn by doing, and more Further resources for instructors and students are available at www.routledge.com/cw/johnston-9780415534628 .