'Salesforce.com for Dummies' Excerpt

541 KB | 3 files | 
PDFDOC

This book chapter shows you how to build case rules and databases in the leading on-demand sales and customer relationship management toolset. Salesforce.com is a key asset is supporting current sales and making new ones.


Partner logo

With more than 200 million books in print and more than 1,600 titles, For Dummies is the most widely recognized and highly regarded reference series in the world. Now, Dummies.com is bringing the how-to brand you know and trust online, where you'll find our proven experts presenting even the most complex subjects in plain English. You can trust Dummies.com to tell it like it is, without all the technical jargon. Each and every day, the how-to videos, illustrated step-by-steps, and articles on Dummies.com are helping customers turn "I can't" into "I can." Dummies.com. Making everything easier... online.

All IT Downloads from For Dummies » | Visit For Dummies »

From For Dummies | Aug 13, 2010

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.

This excerpt is the entirety of chapter 16, entitled "Managing Your Customer Service Solution." This chapter shows you how to:

  • Customize cases
  • Use case queues and assignment rules
  • Build a knowledge base
  • Automate support processes
  • Improve team productivity

The attached Zip file includes:

  • Intro Page.doc
  • Cover Sheet and Terms.pdf
  • Salesforce.com for Dummies Excerpt.pdf
IT Downloads help you save time and money while executing essential IT management tasks. Download this useful resource now and put it to work for your business.

White Papers, Events, and Resources

Electronic Signature Solutions for Salesforce.com

This solution brief describes how salesforce.com improves productivity throughout the organization by integrating automated processes into existing systems, resulting in increased customer satisfaction and reduced costs.

Automating User Management and Single Sign-on for Salesforce.com

This white paper focuses on the challenges of integrating Salesforce.com logins for single sign-on (SSO) and automating provisioning/de-provisioning from on-premise directories like Active Directory.