Download or read book Building a Salesforce Powered Front Office written by Rashed A. Chowdhury and published by Apress. This book was released on 2021-03-05 with total page 287 pages. Available in PDF, EPUB and Kindle. Book excerpt: Harness the power of Salesforce to manage and grow your business. This book shows you how to use the Salesforce CRM tool to consolidate consumer data into a single place to gain better insight into your business and more easily manage data. Data (such as email, spreadsheets, databases) is generated through the front office or face of your business, where your company interacts with customers and revenue is generated. In a hotel, for instance, the front office is the lobby where guests are greeted, their problems are handled, and room payments are made. Another example is a coffee shop, where the front office is an employee taking a customer's order or serving a drink. Salespeople connect to customers by selling your company’s goods or services. Marketing team members connect with them through advertising and promotional activities. Service and support staff assist customers with problems and provide help with products. This book introduces the many ways Salesforce-based innovations are transforming the technology landscape and the strategies that may be used for designing and launching a digital front office. The book examines how organizations can launch and grow digital solutions and strategies for the governance of the platform and provides an overview of digital transformation across industries. What You Will Learn Understand basic Salesforce concepts, including the digital front office process tower, lead to cash journey, core CRM functions, best practices, and more Review data management concepts, integrated sales, customer service, marketing operations, and proposal and business development needs in a systematic way Use frameworks to build a business architecture and multi-year technology roadmap Get familiar with Salesforce business processes and concepts such as account, contact, lead, and opportunity management; marketing campaigns; master data management (MDM); and lead scoring, grading, and activity management across the front office Define and develop digital marketing challenges and strategy (people, process, brand, messaging, and ROI), measure campaign data, and create an end-to-end campaign in Salesforce Who This Book Is For Business executives, C-suites, IT management, and Salesforce managers and professionals working in IT, business development, sales operations, program management, marketing operations, and proposal development

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.

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.

Download or read book Salesforce CRM Admin Cookbook written by Paul Goodey and published by Packt Publishing Ltd. This book was released on 2017-12-22 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: Extend and unleash the power of Salesforce CRM and the advanced features of the Lightning interface to create techniques for user interaction and derive real-world solutions. About This Book Implement advanced user interface techniques to improve the look and feel of Salesforce CRM. Discover hidden features and hacks that extend standard configuration to provide enhanced functionality and customization. Build real-world process automation using detailed recipes to harness the full power of Salesforce CRM. Who This Book Is For If you are a system administrator interested in developing and enhancing your skills with data management, process automation and security enhancements with SalesforceCRM, then this book is for you. Some basic understanding of SalesforceCRM and system administration knowledge would be needed. What You Will Learn Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout Improving the look and feel of Salesforce CRM with the presentation of graphical elements using advanced user interface techniques Improving the data quality in Salesforce CRM and automatic data capture Implement an approval process to control the way approvals are managed for records in Salesforce CRM Increase productivity using tools and features to provide advanced administration Extend Lightning Experience Record Pages to tailor user interaction experience Create Lightning component to implement Search before Create for customer/person accounts In Detail Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework. Style and approach We will be discussing recipes about several modules, which will help you gain mastery over different modules, such as data management, security enhancements, and so on, which is expected of an administrator.

Download or read book Salesforce com For Dummies written by Tom Wong and published by John Wiley & Sons. This book was released on 2010-09-24 with total page 548 pages. Available in PDF, EPUB and Kindle. Book excerpt: The ideal introductory reference on salesforce.com—now fully updated throughout! As the global leader in on-demand customer relationship management (CRM), salesforce.com helps companies all over the world manage their sales, marketing, and customer service and support operations. Written by two salesforce.com insiders, this straightforward introduction clearly explains how to organize contacts, log activities with contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projects based on past performance, and more. Walks you through the benefits and capabilities of the world’s most popular customer relationship management (CRM) software—salesforce.com Covers the latest enhancements to salesforce.com and explains how to choose the right edition of salesforce.com to suit your business needs Details how to personalize your system, manage accounts, develop contacts, manage activities, track products, calculate forecasts, drive demand, utilize service and support, and more Addresses extending salesforce.com beyond CRM as well as migrating and managing your data Get started solving common sales, marketing, client, and customer service challenges with salesforce.com—and make your business a force to be reckoned with!

Download or read book Handbook of Research on Social Impacts of E Payment and Blockchain Technology written by Lai, P.C. and published by IGI Global. This book was released on 2021-12-10 with total page 561 pages. Available in PDF, EPUB and Kindle. Book excerpt: The social landscape is undergoing a global change with the emergence of e-payment and blockchain technology. This new technology changes the ways in which consumers and businesses interact with each other. This dynamic offers both opportunities and challenges to the socioeconomic landscape. It is important to understand the strategies, opportunities, and challenges contained in the e-payment and blockchain sector. The Handbook of Research on Social Impacts of E-Payment and Blockchain Technology is a comprehensive reference source that examines the strategies, opportunities, and challenges contained in the value creation of e-payment and blockchain technology, which lead to economic and social progression. Further delving into topics such as mobile financial services, technopreneurship, and cryptocurrencies, this dynamic resource is essential for students, academicians, entrepreneurs, corporate managers, business executives, researchers, blockchain professionals, technologists, systems engineers, policymakers, and government officials.

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

Download or read book People Powered written by Jono Bacon and published by HarperCollins Leadership. This book was released on 2019-11-12 with total page 321 pages. Available in PDF, EPUB and Kindle. Book excerpt: What if you discovered a blueprint that could grow your brand’s reputation and loyalty, dramatically reduce customer service issues, produce content and technology, and cement a powerful, lasting relationship between you and your customers? Communities have been a popular topic since the rise of the Internet and social media, but few companies have consistently harnessed their power, driven tangible value, and effectively measured their return on investment (ROI) like Salesforce.com, Star Citizen via Kickstarter, and Red Hat. Companies such as PayPal, Facebook, Bosch, Microsoft, CapitalOne, and Google, have also built communities inside their organizations, which have fostered innovation, broken down silos, and helped their organizations to operate more efficiently and collaboratively. People Powered helps C-suite leaders, founders, marketers, customer advocates, and community leaders gain a competitive advantage by answering the following questions: What is the key value proposition of building a community? What kind of community do we need and how do we build and integrate it into our organization? How do we incentivize and encourage people to get involved, build reliable growth, and keep community members engaged? How do we develop authentic, productive relationships with community members both online and in person? How do we get departmental buy-in, hire effectively, and create consistent, reliable community engagement skills in our organization? What are the strategic and tactical pitfalls and roadblocks we need to avoid? How do we make sure that our community continues to grow with us—and more importantly, how do we make sure that we continue to grow with them? People Powered pulls together over 20 years of pragmatic experience into a clear, simple methodology and blueprint to not just answer these questions, but deliver results. Don’t get left behind—become an industry trailblazer and ensure your company’s longevity by tapping into the most dynamic force both outside and inside your organization: the people.

Download or read book Salesforce For Dummies written by Liz Kao and published by John Wiley & Sons. This book was released on 2024-04-02 with total page 423 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your easy-to-follow guide to the world’s leading cloud-based CRM software Salesforce gives your business an edge in tracking relationships and managing sales, marketing, customer service, and support operations. Salesforce For Dummies help you take advantage of key platform functionality and focus on making the most of its many features. Learn best practices to determine the right configuration to suit your business needs, and how to use apps, build widgets, and configure features to personalize your system for your business. Explore prospecting for leads, managing accounts, maintaining contacts, tracking products, calculating forecasts, and monitoring each customer’s service and support interactions with your business. Collaborate with colleagues by sharing information across a 360-degree view of all customer interactions, enhance your online marketing, gain real-time visibility into sales, and close deals faster. Get started with configuring Salesforce and set up the apps that your business needs Discover the latest updates to Salesforce, including Flow Builder, Lightning, and Einstein Improve business performance with reporting insights, collaborative communication features, and integrated sales and marketing processes Find new ways to improve productivity and reduce administration time Salesforce For Dummies is the fully updated, best-selling guide that helps new and existing users get up to speed with the world’s top CRM.

Download or read book Practical Guide to Salesforce Experience Cloud written by Philip Weinmeister and published by . This book was released on 2022 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you are brand new to the world of digital experiences on the Salesforce platform or you are looking to take your Experience Cloud (previously "Community Cloud") knowledge to the next level, this detailed guide will help you build and manage a Salesforce site by leveraging the declarative power of the platform with clicks, not code. Each Salesforce site/community is a part of a widespread ecosystem, with thousands of sites and millions of users active today on Experience Cloud. Through valuable social and business tools, this online platform enables companies to empower and equip their customers, partners, and employees in new, powerful ways. Author Philip Weinmeister, Salesforce MVP and the only recipient of the "Community Cloud MVP" Trailblazer award from Salesforce, leads you through the ins and outs of Salesforce Experience Cloud and provides you with an array of best practices to deliver top-notch business portals on the Salesforce platform. This completely revised edition updates all content to reflect the new "experience-centric" branding and a slew of platform updates from the last few years (including screenshots, terminology, features, etc.). Net new content includes Salesforce CMS, the Experience Cloud Consultant certification exam, and Mobile Publisher, among other topics. The book takes you through the entire process: from planning and designing a site to configuration/build, setup, and administration, all the way to deployment. Detailed explanations are provided for key components, templates, and features such as Experience Builder, Audience Targeting, Lightning Bolts, and much more. What You Will Learn Plan and design a site using Experience Cloud Conceptualize how employees, partners, and customers use and benefit from Salesforce sites Use Experience Builder and Lightning components within an Experience Builder template Apply topics and knowledge articles to a site to increase value and adoption Build and display rich content within a site using Salesforce CMS Create dynamic and personalized user experiences with audience targeting Build, export, and import unique templates with the Lightning Bolt solution framework Provide site data for members or site managers.

Download or read book Lightning Sales Ops written by Matt Bertuzzi and published by . This book was released on 2017-02-17 with total page 194 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book The Power of Positive Destruction written by Seth Merrin and published by John Wiley & Sons. This book was released on 2016-11-14 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: It's no longer good enough to build a company to last; today it's about building a company to ignite change. The Power of Positive Destruction reveals how to start a new business, disrupt an industry, and adapt to changing environments by leveraging technology and a new mindset. Serial entrepreneur Seth Merrin has built businesses by seeing issues with the status quo and introducing positive changes that have disrupted—and revolutionized—industries. In this book, he breaks down his process step-by-step to show you what you need to know to successfully start a company and transform an industry. Merrin's incredible story, coupled with real, actionable advice, will resonate with anyone who wants to be a catalyst of change. With this book, readers will learn to see the inefficiencies, ineptitudes, and everyday problems that others dismiss as the cost of doing business and create "unfair competitive advantages" to stack the deck—and win. You'll see how problems in current business models are really opportunities of which to take advantage and learn what you need to know and do to seize those opportunities —no matter where you work. Seth Merrin saw Wall Street as it was, then built a company to turn it into what it could be—safer and more efficient for investors. This book shows you how he did it, and how you can too, with the power of positive destruction. Discover how to turn status quo into disruption Understand how to stack the deck in your favor to achieve the best possible chances of success Learn how to build and run a company and design a culture for constant change Acquire new skills to create strategy, sell your disruptive product or service, and negotiate effectively Technology and innovation can disrupt or transform any industry. It's happening faster and more broadly now than ever, creating myriad opportunities for everyone. But winning in this new world is not easy. The incumbents will fight mightily against it and even those who would benefit from change may first express fear. This book reveals the techniques from identifying the opportunities to designing and executing the strategy you'll need to succeed. With The Power of Positive Destruction you can to tap into your inner change agent and transform your company, your industry, and the world.

Download or read book Recreating the Power Grid written by Jagoron Mukherjee and published by Taylor & Francis. This book was released on 2023-01-31 with total page 158 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book helps power industry executives to systematically navigate the complex technological and organizational changes necessary to recreate power grids. This is especially pertinent in the current environment characterized by volatility, uncertainty, complexity, and ambiguity conditions. Across the globe, the electric power sector is facing many forces of change as it transitions from a fossil-based system to cleaner sustainable resources. Leaders in the power sector face unprecedented challenges in responding to these changes while continuing to provide safe, reliable, clean, and affordable electricity. Recognizing that historical and existing ways will not work, Jagoron Mukherjee and Marco C. Janssen present a new paradigm for industry leaders to tackle some of the key questions to determine the best path forward: What will the business be like in the future? What technologies will likely prevail? How should my company respond to constant change? How expensive will the transition be? Will the customer expectations be met? How fast do we need to change? Drawing on well-known management principles, the book helps industry leaders to provide a methodology to tackle these questions and sharpen their decisions as they embrace innovation, new customer expectations and digitization in their efforts to steer the energy transition. Taking a holistic problem-solving approach, which addresses the power company as a whole, Recreating the Power Grid will be a valuable resource for all professionals working in this quickly evolving field.

Download or read book Technology Tools for Today s High Margin Practice written by David J. Drucker and published by John Wiley & Sons. This book was released on 2013-01-29 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: Revolutionize your financial advisory practice with the latest cutting-edge tools Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software. This revised edition includes new information on SaaS and cloud computing, software integrations, mobile devices/apps, social media tools, portfolio accounting and outsourcing, collaborative tools, digital signatures, workflow management, marketing technology and much more. Perfect for successful practices seeking greater efficiencies and healthier profit margins The authors are well-known financial advisors, each with more than 30 years of experience in financial services Addresses the evolution of the virtual office and its impact on advisory firms If you're looking for new systems and efficiencies to transform and streamline your private practice, look no further than Technology Tools for Today's High-Margin Practice. *Chapter 1 Selecting the Right CRM System, Davis D. Janowski Chapter 2 The Future of Financial Planning Software, Bob Curtis Chapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan Chapter 4 Portfolio Management Software, Mike Kelly Chapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo Chapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski Chapter 7 Managing Your Online Presence, Marie Swift Chapter 8 Client Portals and Collaboration, Bill Winterberg Chapter 9 The Cloud, J. D. Bruce Chapter 10 Digital Signature Technology, Dan Skiles Chapter 11 Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms, Louis P. Stanasolovich Chapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman Chapter 13 ROI—The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh Chapter 14 Building an Efficient Workflow Management System, David L. Lawrence

Download or read book BoogarLists Directory of Software Solutions written by and published by BoogarLists. This book was released on with total page 39 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book CIO written by and published by . This book was released on 2006-01-15 with total page 94 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book 10 Simple Secrets of the World s Greatest Business Communicators written by Carmine Gallo and published by Sourcebooks, Inc.. This book was released on 2006 with total page 241 pages. Available in PDF, EPUB and Kindle. Book excerpt: Speak--and drive sales, increase market share and generate buzz.