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Salesforce.com For Dummies [Paperback]

Tom Wong , Liz Kao
4.0 out of 5 stars  See all reviews (1 customer review)

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Paperback, Nov 22 2006 --  
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Salesforce.com For Dummies Salesforce.com For Dummies 4.0 out of 5 stars (1)
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Book Description

Nov 22 2006 For Dummies (Lifestyles Paperback)
So you have something to sell or you work for a business using salesforce.com, but you’re not quite sure how to maximize your profits with it? Never fear! Salesforce.com for Dummies shows you the quick-and-easy way to start selling your product or service online without the confusion or fuss.

With an emphasis on customer relationship management, this hands-on guide helps you manage accounts, market your products, and improve service. Whether you’re a salesperson, channel manager, marketing mogul, customer rep, or executive, you’ll find secrets here for making your job easier, your day more productive, and your business more successful. This second edition has been revised to include Salesforce.com’s latest product and feature offerings as of the Summer 2006 release, giving you the tools you need to:

  • Build a product catalog
  • Manage price books
  • Calculating and customizing forecasts
  • Drive demand up with campaigns
  • Stimulate sales effectiveness with documents
  • Deliver excellent service
  • Analyze data with reports
  • Verify your company profile
  • Add users to salesforce
  • Customize your page and search layout
  • Extend your usage of Salesforce beyond CRM

This guide makes suggestions on how to dive more productivity and improve communication with standard templates from the Dummies Web site. With this book you’ll get up to speed fast and manage your business information more effectively with Salesforce.com today!


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Product Details


Product Description

From the Back Cover

Customize Salesforce for all your business needs

See how Salesforce helps manage accounts, market products, and improve service

Got something to sell? Work for somebody who does? You need salesforce.com, and this book tells you how to use it. Whether you're a salesperson, channel manager, marketing mogul, customer service rep, or executive, you'll find secrets here for making your job easier, your day more productive, and your business more successful with Salesforce.

Discover how to

  • Set up and personalize your system
  • Manage relationships with partner companies
  • Execute marketing campaigns
  • Analyze data with reports
  • Improve customer service
  • Calculate sales forecasts

About the Author

Tom Wong is Senior Director, Customer Marketing Programs at salesforce.com and a leading authority on CRM applications.

Liz Kao is a Certified salesforce.com Consultant.


Inside This Book (Learn More)
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Front Cover | Copyright | Table of Contents | Excerpt | Index | Back Cover
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Most helpful customer reviews
4.0 out of 5 stars Good book for a complete overview of Salesforce. Mar 13 2013
Format:Kindle Edition
I needed to get up to speed on Salesforce for my new job. This book helped me to understand what Salesforce was all about. It helped me to understand what was out of the box (standard to Salesforce) and what me company had customized for our company. Easy to skim and return to for step by step, when needed.
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Most Helpful Customer Reviews on Amazon.com (beta)
Amazon.com: 4.0 out of 5 stars  27 reviews
25 of 26 people found the following review helpful
5.0 out of 5 stars Great help for the new user. Sep 22 2005
By John Brooke - Published on Amazon.com
Format:Paperback
I purchased several copies of the book for my sales team whose technical proficiency was across the board. While all of the material is covered in the online help available from Salesforce.com, several team members felt much more comfortable with a book that they could hold. It is a great help in getting all of the team members to use the same nomenclature which is the first step in any sales "methodology" becoming effective.

Those wishing a deeper dive, should look at the author's other books targeted towards a more advanced and technical audience.
22 of 26 people found the following review helpful
2.0 out of 5 stars Wouldn't recommend the Kindle Edition Feb 8 2008
By Leland Sainty - Published on Amazon.com
Format:Kindle Edition
If you're considering this title in the Kindle edition - think twice. There are numerous screenshots which are simply too small to read. Text can be enlarged on the Kindle, but images cannot. Stick with the paper edition.
25 of 31 people found the following review helpful
5.0 out of 5 stars Dumming it down for an admitted dummy Feb 6 2005
By Richard - Published on Amazon.com
Format:Paperback
As a new user to the CRM program, Salesforce.com, I was overwhelmed by the amount of information presented on the website. My first thought was, "I wish somebody would writed a "Dummy" book for the program. I was pleasantly surprised to find out that it was being released and ordered my copy immediately. I received my copy shortly and began reading and applying the data presented in the book.

While I will continue to avail myself of the training presented on the Salesforce.com site, the presentation of the data in Salesforce.com for Dummies has given my use of the program a real kick-start.

The writer (Mr. Wong), has written this book for users of the program, not for computer programmers. The data is laid out in concise, easy-to-understand terms which even "sales-types" like myself can understand. Applying the suggestions in the chapter on customization has saved me hours of "hair-pulling" work.

I will continue to reference this book and will make it required reading for all those in my company using Salesforce.com. It makes a great CRM program even better, because we will now be able to use all of the features, rather than a few basic one.
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