Quick peek salesforce app e-book

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Quick peek salesforce app e-book

  1. 1. 2A Quick Peek at the Salesforce App 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 Forecasts, Chatter, and Files Tab......................................................... 12 Take the Next Step................................................................................ 13
  2. 2. 3A Quick Peek at the Salesforce App 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.
  3. 3. 4A Quick Peek at the Salesforce Appsalesforce.com 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. Follow Salesforce
  4. 4. 5A Quick Peek at the Salesforce Appsalesforce.com Contacts tab. The contacts tab is where you can keep tabs on the contacts you have at companies you do business with. Reports On each tab are quick links to pre-built reports for that data. 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. Tools Each tab has links to tools that help you perform specific tasks in Salesforce related to that data, like importing your contacts. Watch the Salesforce Demo
  5. 5. 6A Quick Peek at the Salesforce Appsalesforce.com 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. Follow Salesforce
  6. 6. 7A Quick Peek at the Salesforce Appsalesforce.com 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. 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. 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. Watch the Salesforce Demo
  7. 7. 8A Quick Peek at the Salesforce Appsalesforce.com 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. 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. 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. Follow Salesforce
  8. 8. 9A Quick Peek at the Salesforce Appsalesforce.com 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. Watch the Salesforce Demo
  9. 9. 10A Quick Peek at the Salesforce Appsalesforce.com 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. Follow Salesforce
  10. 10. 11A Quick Peek at the Salesforce Appsalesforce.com 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. Watch the Salesforce Demo
  11. 11. 12A Quick Peek at the Salesforce Appsalesforce.com 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. 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. Follow Salesforce
  12. 12. 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. 13A Quick Peek at the Salesforce App salesforce.com/salescloud See Salesforce in action. Watch the demo and see the top Salesforce features in action. Take the next step. 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 > Watch demo

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