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TABLE OF CONTENTS
Home Tab...................................................................................................
Take the first step. Salesforce is how sales
are made. It’s knowing your customers like
the back of your hand. It’s having...
Follow Salesforce

Home tab. The home tab is the perfect place to start your day. Login and
get a quick snapshot of the st...
Watch the Salesforce Demo

Contacts tab. The contacts tab is where you can keep tabs on the contacts you
have at companies...
Follow Salesforce

Contact Record. This is the place where you track detailed contact information
and all interactions you...
Watch the Salesforce Demo

Account Record. Each contact and opportunity is associated with an account.
Accounts are how Sa...
Follow Salesforce

Opportunity Record. The opportunity record is where you track all of the
information you need to know a...
Watch the Salesforce Demo

Lead Record. In Salesforce, leads are defined as prospects, or potential customers —
people tha...
Follow Salesforce

Reports tab. The reports tab is where you can build and run reports on your
key business metrics. Sales...
Watch the Salesforce Demo

Dashboards tab. Once you’ve created your reports, you can pull them into
dashboards for a quick...
Follow Salesforce

Chatter
Left Navigation

Chatter keeps me in the loop on
my top deals, competitive intel
and updates fr...
Follow Salesforce

Forecasts tab. Your forecast gives
you a rolled-up view of all sales
opportunities so you can predict
r...
Follow Salesforce

Files tab. Easily store and share
files with your coworkers and
customers, right from Salesforce.
You c...
Home tab. The home tab is the perfect place to start your day. Login and
get a quick snapshot of the state of your busines...
Sales Cloud Quick Peek at Salesforce
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Sales Cloud Quick Peek at Salesforce

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Transcript of "Sales Cloud Quick Peek at Salesforce"

  1. 1. TABLE OF CONTENTS Home Tab................................................................................................4 Contacts Tab............................................................................................5 Contact Record.......................................................................................6 Account Record.......................................................................................7 Opportunity Record................................................................................8 Lead Record............................................................................................9 Reports Tab........................................................................................... 10 Dashboards Tab.................................................................................... 11 Salesforce1 Mobile App ...................................................................... 12 Forecasts & Chatter.............................................................................. 13 Files Tab & Sales Console.................................................................... 14 Take the Next Step................................................................................ 15 A Quick Peek at the Salesforce App 2
  2. 2. Take the first step. Salesforce is how sales are made. It’s knowing your customers like the back of your hand. It’s having a single place to update and track milestones and record all interactions. Salesforce is visibility into your business — in real-time. All in the cloud. Accessible from anywhere at any time. Get a glimpse into how you can use Salesforce to benefit your business. Get started here. A Quick Peek at the Salesforce App 3
  3. 3. Follow Salesforce Home tab. The home tab is the perfect place to start your day. Login and get a quick snapshot of the state of your business. Then go to your tasks and calendar and start planning for a productive day. Dashboards can be customized to your liking to make it easier for you to see how you’re tracking against key business metrics, and also log upcoming tasks and meetings to stay organized and on top of your business. Help & Training This link takes you to our help portal where you can search for help on specific topics, or ask questions that you have in our customer community. Tabs Tabs help you quickly navigate around Salesforce to find information, like your contacts or sales opportunities. salesforce.com A Quick Peek at the Salesforce App 4
  4. 4. Watch the Salesforce Demo Contacts tab. The contacts tab is where you can keep tabs on the contacts you have at companies you do business with. Views Views are ways to see groupings of your data that fit specific criteria. Salesforce comes with pre-set views for each tab, and you can also create your own custom views. Reports On each tab are quick links to pre-built reports for that data. Tools Each tab has links to tools that help you perform specific tasks in Salesforce related to that data, like importing your contacts. salesforce.com A Quick Peek at the Salesforce App 5
  5. 5. Follow Salesforce Contact Record. This is the place where you track detailed contact information and all interactions you have with your contacts. You can also create custom fields to track any specific information that you need to run your business. Social Contacts These are links to connect Salesforce to your social networks so that you can view additional public information about your contacts, like their Twitter feed, directly in Salesforce. Contact Information You can view and edit all contact information that you track directly on the contact record. Complete History of All Interactions The related lists on the contact instantly give you a complete history of all interactions that you, or anyone you’ve worked with, has had with this contact. Including all emails and phone calls, meetings, campaigns, and even files that were sent. salesforce.com A Quick Peek at the Salesforce App 6
  6. 6. Watch the Salesforce Demo Account Record. Each contact and opportunity is associated with an account. Accounts are how Salesforce refers to companies that you’re working with, or that you’ve worked with in the past. Social Accounts Gain insights from popular social media sites — like Facebook, Twitter, LinkedIn, YouTube, and Klout — right within the Salesforce app to help you sell more effectively. Account Information You can view and edit all account information that you track directly on the account record. 360-Degree Customer View Quickly access all critical account data and see a complete history of all communications you, or anyone you’ve worked with, has had with this account. salesforce.com A Quick Peek at the Salesforce App 7
  7. 7. Follow Salesforce Opportunity Record. The opportunity record is where you track all of the information you need to know about that deal, including the stage the deal is at in the sales cycle, when it’s expected to close, and how much the deal is worth. Opportunity Information You can view and edit all opportunity information that you track directly on the opportunity record. Manage Sales Process Easily edit critical deal information, like what stage your deal is in and how much it’s worth. Updates are automatically reflected in management forecasts giving you a real-time view of your business. Complete History of All Interactions The related lists on the opportunity instantly give you a complete history of all interactions that you, or anyone you’ve worked with, has had for this sales deal. Including all emails and phone calls, meetings, campaigns, and even files that were sent. salesforce.com A Quick Peek at the Salesforce App 8
  8. 8. Watch the Salesforce Demo Lead Record. In Salesforce, leads are defined as prospects, or potential customers — people that you hope to do business with. Perhaps you met them at a trade show or they filled out a form on your website, but they are not yet customers. Converting Leads Once you’ve qualified that a lead is interested in buying your products and is an active sales opportunity, that’s when you convert them. By converting the lead, you create a contact, account, and a sales opportunity. Lead Information You can view and edit all lead information that you track directly on the lead record. salesforce.com A Quick Peek at the Salesforce App 9
  9. 9. Follow Salesforce Reports tab. The reports tab is where you can build and run reports on your key business metrics. Salesforce comes with pre-built reports, or you can create your own. salesforce.com A Quick Peek at the Salesforce App 10
  10. 10. Watch the Salesforce Demo Dashboards tab. Once you’ve created your reports, you can pull them into dashboards for a quick, visual way of seeing how your business is performing. salesforce.com A Quick Peek at the Salesforce App 11
  11. 11. Follow Salesforce Chatter Left Navigation Chatter keeps me in the loop on my top deals, competitive intel and updates from coworkers. The left navigation window gives a view into all of your apps and custom objects. Contact Info Review and edit contact information on the fly. Salesforce1 Mobile App. Turn every mobile device into a portable sales office. Create tasks, log calls, check dashboards, and move your opportunities forward from anywhere. Track every lead, contact, and opportunity, and get the latest updates in Chatter no matter where you are — so you can follow up faster than your competition. salesforce.com A Quick Peek at the Salesforce App 12
  12. 12. Follow Salesforce Forecasts tab. Your forecast gives you a rolled-up view of all sales opportunities so you can predict revenue. You can click to see details on each rep or override their estimates. Chatter tab. Chatter is a private, secure collaboration platform for your company. Chatter helps you collaborate with your coworkers on presentations and in groups to close sales deals, crowd-source answers to key business questions, and work more efficiently. salesforce.com A Quick Peek at the Salesforce App 13
  13. 13. Follow Salesforce Files tab. Easily store and share files with your coworkers and customers, right from Salesforce. You can make comments on files, track different versions, and subscribe to receive updates the minute anything changes. Console for Sales. Give inside sales teams an experience that matches how they work, so they can build pipeline and close deals faster. With the Console for Sales, you can see your queue of sales leads on one screen, complete with detailed customer info, sales intelligence, and any customizations you choose. salesforce.com A Quick Peek at the Salesforce App 14
  14. 14. Home tab. The home tab is the perfect place to start your day. Login and get a quick snapshot of the state of your business. Then go to your tasks and calendar and start planning for a productive day. Dashboards can be customized to your liking to make it easier for you to see how you’re tracking against key business metrics, and also log upcoming tasks and meetings to stay organized and on top of your business. TAKE THE NEXT STEP. See Salesforce in action. Watch the demo and see the top Salesforce features in action. Watch demo Check out the AppExchange--the world’s leading cloud computing application marketplace with over 1,700 ready-to-deploy sales applications, tools, and expert services. Visit the AppExchange > salesforce.com/salescloud A Quick Peek at the Salesforce App 15

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