How do I download the Salesforce PDF documentation and online training?
The Salesforce PDF documentation and online training courses use free plug-ins like Adobe Reader and Macromedia Flash Player. •Adobe Reader—For viewing PDF documentation. Go to the Adobe Reader download page to download a free copy. •Macromedia Flash Player —For taking online training courses.
What do I need to know to get started with Salesforce?
As you get started with Salesforce, it’s helpful to learn some key concepts and terms. They come up frequently when you interact with the product, our documentation, and our service professionals. The concepts and terms here help you understand how Salesforce works.
What software do I need to read Salesforce documentation?
EDITIONS Available in: Salesforce Classic (not available in all orgs) Available in: All editions except Database.com The Salesforce PDF documentation and online training courses use free plug-ins like Adobe Reader and Macromedia Flash Player. •Adobe Reader—For viewing PDF documentation.
What is the purpose of this book Salesforce?
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.
Why is it so hard to keep salespeople accountable?
Not only do you lack visibility into how your customers are connecting with employees, but you also lose track as to what your salespeople are doing. This makes it difficult to help them be successful and keep them accountable.
What is the foundation of a successful enterprise?
successful enterprise starts with a foundation of great customer relationships. It is never just a transaction between the buyer and seller, but more so a relationship in which you, as the seller, connect with people who need your product or service.
How to fix time traps in sales?
Some of the time traps faced by salespeople are hard to overcome, but others can be easily fixed: • Automation of repetitive tasks gives salespeople more time to concentrate on closing de als. • Providing one channel for reps to share information and connect eliminates endless email loops and phone tags. • Making the switch to mobile can eliminate downtime and increase communication, which is a big challenge for a sales team on the go. The right CRM system syncs with mobile devices anywhere, anytime via the cloud, so the entire team has the most current information at their fingertips.
Why is finding time to bring in a steady flow of new customers a challenge for a small business sales team?
This is often caused by issues such as: • Inability to direct leads to the appropriate sales rep • Lack of information on potential clients • Inadequate knowledge about a prospect before calling • Poor visibility and forecasting of the future pipeline A CRM allows sales reps to store the data on prospects to ensure relevant information is ready at each interaction along the customer purchase process. Plus, it quickly provides metrics related to visibility and forecasting.
Is it hard to create reports?
Reports are hard to create and share
Can a sales rep work from home?
In recent times, working from home has become the norm. Your sales reps will be communicating with potential customers and obtaining valuable information away from the office. However, if this new data is stored on personal computer files and handwritten notes and is not properly transferred, the rest of the sales team will not be up to date on important details. These notes can also be easily lost - especially if an employee leaves the company.
What is Salesforce support?
This part of Salesforce platform is focused on providing support and help to the customers. This helps in retaining the customers, increasing their satisfaction and loyalty. Its uniqueness lies in providing faster service compared to traditional methods, giving individual attention to each customer needs and taking a proactive approach to customer issues. That ultimately enhances the customer’s experience hence loyalty which in turn creates a good impact on sales.
Why is the availability of reports and dashboards important?
The availability of reports and dashboards gives a very detailed picture of the business scenario and also increases accuracy of sales forecasting. So the business decisions are taken quickly.
Why is a unified platform for managing all cases assigned to an agent?
It is a unified platform for managing all cases assigned to an agent so that it can help in prioritizing the tasks at hand. This also helps give personalized experience to the customer of each case.
What is metadata driven platform?
The metadata driven platform makes it easy for customization and scaling up as the amount of data or concurrent user instances increase.
Does Salesforce require software?
As Salesforce is a cloud based system it does not need any software installation on your part. All you have to do is signup for a free trial and get started. The free trial account provides nearly all features which you need to learn to understand the basics of Salesforce platform. Let us now discuss the steps to get started with the Salesforce environment.
