lightning sales ops building salesforce for sales development teams

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Lightning Sales Ops

Author : Matt Bertuzzi
ISBN : 0692844058
Genre :
File Size : 77. 7 MB
Format : PDF, Docs
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In recent years, sales development has emerged as a critical discipline and lever for revenue growth. It has been billed as "the hottest job in sales" and "the most important sales process innovation in 10 years." For all the attention and buzz the SDR role has received, the way companies support sales development in Salesforce hasn't advanced much in a decade. Ask yourself, do your SDRs often remark about how much they love using Salesforce? Do they feel bad for peers at other companies with poorly configured CRMs? Are they thankful that, unlike those poor sods, they aren't drowning in manual steps and byzantine processes?This probably isn't a sentiment you hear very often. The focus of this book is making Salesforce work for your reps. Lightning Sales Ops shares strategies and stories for streamlining process, boosting productivity, and achieving "legendary" status as a button-click admin.

Salesforce Com Secrets Of Success

Author : David Taber
ISBN : 9780133517392
Genre : Computers
File Size : 78. 38 MB
Format : PDF, Kindle
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A guide to every aspect of Salesforce.com covers such topics as using the service cloud, promoting collaboration through Chatter, and establishing metrics for social CRM performance.

Learn Salesforce Lightning

Author : Felicia Duarte
ISBN : 9781484229941
Genre : Computers
File Size : 67. 96 MB
Format : PDF, Docs
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Refer to this invaluable how-to guide for basic training on Salesforce Lightning. Salespeople and technical users and consultants will no longer have to resort to learning the interface on their own, which is very time consuming. Learn Salesforce Lightning is a step-by-step visual guide that offers immediate and valuable solutions to the new set of UI tools included in Lightning. With chapters broken down into easily absorbed topics, you walk through the entire process of managing your daily activities within Salesforce, as well as basic customizations and system management. The book explains the primary use cases for Lighting, and simplifies some of the more complex features, such as opportunity stage management and the new dashboard builder. Topics covered include: Sales and service management Lightning Apps on the AppExchange Lightning dashboards and reports Lightning security Lightning Process Builder and more What You’ll Learn Navigate the Salesforce Lightning interface Know where to go in the setup area to make customizations Create dynamic reports and dashboards View Lightning on a mobile device Train other users on common day-to-day activities within Lightning Who This Book Is for Salespeople, managers, and executives who are currently evaluating Salesforce.com, who recently purchased a license with Salesforce.com, or recently upgraded to the Lightning user interface. This book is also for Salesforce administrators, consultants, project managers, and technical users looking for basic training on Salesforce Lightning.

Salesforce Service Cloud For Dummies

Author : Jon Paz
ISBN : 9781119010692
Genre : Business & Economics
File Size : 33. 5 MB
Format : PDF, Mobi
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Learn how to provide top-grade customer service anywhere, anytime with Salesforce Service Cloud Salesforce Service Cloud empowers your service organization to interact with customers through any channel and provide an individualized experience that will be worth sharing—for your customers and for your company. Salesforce Service Cloud For Dummies is one the first books to focus specifically on Salesforce Service Cloud software. With it, you'll discover how to set up a sophisticated support center for your business in a matter of a few hours. Whether you're a service executive, manager, support agent, or system administrator, you will discover how to maximize usage of Service Cloud through best practices and step-by-step guidelines. This book will help your customer service departments gain a holistic view of the customers they serve, and provide your customers with meaningful, efficient interactions. Examines how to enable your agents to provide efficient service Discusses how to interact with customers through any channel Offers insights on improving internal communication and collaboration Shows how to resolve customer's questions in a timely manner Take advantage of this opportunity to be heard above your competition with the help of Salesforce Service Cloud For Dummies.

The Sales Operations Handbook

Author : W. W. Chee
ISBN : 1978061986
Genre :
File Size : 73. 43 MB
Format : PDF, Mobi
Download : 399
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Are you considering a career in sales operations? Perhaps you have just started such employment and are eager to know as much as possible? If that is the case, then this book is perfect for you. Sales Operations Handbook: A Primer on the Sales Operations Function, delivers the basics of sales operations for people just like you and is a 'must read' to help answer your questions.Inside these pages, you will find all the information you wanted, written in an easy-to-follow format and including: The role of sales operations Primary functions Secondary functions Sales tools Trends And much more...There is also a handy case study at the end of the book, which examines a scenario that is common in this line of business, to help you better understand what you could encounter and how to find a solution.When it comes to sales operations you cannot afford to leave anything to chance. The competition is just too intense. That's why you MUST read the Sales Operations Handbook now. It will make all the difference in your new career.UPDATE!!! Case Study updated on 7th October.

Salesforce Reporting And Dashboards

Author : Johan Yu
ISBN : 9781784395209
Genre : Computers
File Size : 30. 34 MB
Format : PDF
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This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.

Teach Yourself Visually Salesforce Com

Author : Justin Davis
ISBN : 9781119047667
Genre : Computers
File Size : 25. 46 MB
Format : PDF, Docs
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The highly visual, step-by-step guide to getting the most out of Salesforce.com Teach Yourself VISUALLY Salesforce.com, 2nd Edition is your ideal guide to getting up to speed on the world's number-one on-demand customer relationship management (CRM) system. With full color screenshots and step-by-step instructions, this highly visual manual shows you everything you need to know to get the most out of Salesforce.com. You'll be walked through each step of the entire process, from choosing the right edition and customizing your service to capturing leads, inputting contacts, tracking correspondence, reviewing reports, and more. This updated edition covers the newest features and tools that make your business run more smoothly, so you can get up and running quickly. This book is your ultimate guide to optimizing Salesforce.com capabilities, helping you leverage your data into added value for your business. Choose the right Salesforce.com edition to suit your needs Master the latest and most helpful features Personalize your system for a tailor-made CRM solution Manage accounts, develop contacts, track inventory, and more

Salesforce Com Lightning Process Builder And Visual Workflow

Author : Jonathan Keel
ISBN : 9781484216910
Genre : Computers
File Size : 23. 84 MB
Format : PDF, ePub
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Learn how to build logic into your apps by configuring Salesforce.com Lightning Process Builder and Visual Workflow software tools to meet the needs of your organization without the use of code. You will be able to build workflow diagrams on the Salesforce.com platform and perform complex logic. Individuals who have created workflow diagrams in other applications (e.g., Microsoft Visio) will feel very comfortable using these two tools from Salesforce. If you find yourself in a situation where a standard Salesforce configuration does not meet your needs, you can always rely on a developer to extend the functionality through Visualforce and Apex code. What if you could take back that control and not rely on a developer or consultant? With two new technologies—Process Builder and Visual Workflow—introduced onto the Salesforce.com platform, you can accomplish much of what was normally handled with Apex code. Lightning Process Builder and Visual workflow both allow for advanced logic that standard configuration such as Salesforce.com Workflow cannot do. Salesforce.com Lightning Process Builder and Visual Workflow details how these technologies can be used to: Create a call center application that guides operators through a call with screens that change based on the caller’s responses. Automatically submit approvals to speed up and streamline your business. Update related records for any object being modified, including standard and custom objects.

Salesforce Marketing Cloud For Dummies

Author : Wiley
ISBN : 9781119122098
Genre : Business & Economics
File Size : 25. 66 MB
Format : PDF, Docs
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Salesforce Marketing Cloud For Dummies will help you make the most of your investment in this exciting digital marketing suite of products. Use Salesforce Marketing Cloud to personalize your customers' journey, whether they are visiting you on the web, via their mobile device, or on Facebook. Discover how you can set-up and establish the data sets that are most important to your job function, use the robust e-mail tool for your direct marketing campaign, engage your customers on mobile devices, and use predictive intelligence to achieve optimal engagement across the customer journey.

Salesforce Com For Dummies

Author : Tom Wong
ISBN : 9781118825846
Genre : Computers
File Size : 35. 51 MB
Format : PDF, ePub, Docs
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Your fun and easy introduction to Salesforce.com and its latest tools The frontrunner in the customer relationship management (CRM) market, Salesforce.com has a rapidly expanding influence over the way companies across the globe interact with their clientele. Salesforce.com For Dummies lends you an edge in building those relationships and managing your company?s sales, marketing, customer service, and support operations. With this accessible guide, you will learn how to organize contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Covers the latest enhancements to Salesforce.com, the world?s most popular customer relationship management software, and explains how to choose the right configuration to suit your business needs Written by Salesforce.com insiders with years of expertise in CRM services Details how to personalize your system, prospect leads, manage accounts and partners, develop contacts, track products, calculate forecasts, drive demand, utilize service and support, share insights with Chatter, enhance your online marketing, and more Close deals faster, gain real-time visibility into sales, and collaborate instantly with help from Salesforce.com For Dummies.

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