7. What Do we get ? Customers Succeed Across Every Major Metric Source: Salesforce.com Customer Relationship Survey conducted April 2011, by an independent third-party, MarketTools Inc., on 4,500+ customers randomly selected. Response sizes per question vary. Average Percentage Improvements Reported by Customers
11. Role visibility Company Country/ Division Area / Department Team 1 Team 1 Area / Department In Role the default is, that upper Role in the hierarchy has visibility to all underneath record information but NOT for same level information. NOTE this can be widen by sharing rules
13. Header Application List Help and Training Global Search Application List content depends of User Profile Own information, set up and logout
14. Terminology, Sidebar Shortcut to create new records. NOTE always use search before crating new records to avoid duplicates
15. Terminology, Sidebar Recent Item List of the 10 latest record you have used From the icon you will see what kind of record it is Mouse over show the details of the record
16. Terminology, Sidebar Custom Links Administrator can add links to documents, web pages etc. Messages and Alerts Administrator can use this to inform all users
20. Applications TAB Home Home page, chatter, charts, tasks calendar Chatter Internal media for sharing and following information Leads Sales Leads from different sources Accounts Accounts = Company information Contacts Contact information for Accounts Opportunities Sales opportunities Dashboards Dashboards for following up the status of the issues Documents Documents saved to system Products Products that are can be linked to opportunities Reports Reports
21. Modifying tabs Rest of the records/objects can be viewed by pressing “ + “ at end of tab line.
22. Page Layouts List view Short cut to page help Short cuts to reports and Page Tools
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25. How to use browser based solutions Right Mouse Click Right Mouse Click
26. How to use browser based solutions Right Mouse Click Right Mouse Click
27. Global Search With Search Options you can limit your search results (make it quicker) NOTE system remembers you options and uses them as long you change them
28. Search Results NOTE search results orders are optimized based on user own usage and user rights. There for you can get different kind of views with same search results .
30. How to navigate Chatter and Following Top of the record pages you have Chatter feed related to this record You can hide it or Mark Follow or remove from following.
31. Standard icons and marks RED line before field mar it as mandatory field Look up to other record Standard List view lookup
32. How to navigate Chatter and Following From the triangle icon you can hide or show page details Hover over the mark and you get filed level help text
33. Standard Buttons Make total clone of the record. Remember to change fields that need to be changed At contact page you can ask the contact update their own information Save and new will keep the look up and other information same as in this original
34. Customizing record page By selecting Customize page you can defined what related list you will see on related to this record.
35. Customizing record page Printable view open new window where you can print the view. NOTE not all pages has printable view
36. How to navigate Hover over Top of the record page are links to related lists Hovering over will open the window for content
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38. History and System information Under each page you have system information of creation and last modified information If Record has history tracking enable one of the related lists shows the change history of the records and old values.
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That ’s what this session is all about. We ’re here to do 2 things: 1.Share best practices associated with how our customers are succeeding with the Sales Cloud. 2. Show you how the best practices have gotten even better with the new features that have come out since we were last here in New York.
As I mentioned, we survey our customers every 6 months as a way to learn how they are doing. Consistently we find that our customers are really succeeding in the Sales Cloud 2. You can see the results of the survey of over 6,000 customers that they are improving along every major metric in Sales by using Salesforce. We ’re seeing that Sales teams are improving productivity, generating high revenue and closing more deals. Uses mobile devices, customers are seeing a 28% increase in team productivity. They ’re seeing an average of 26% revenue increase and 23% faster sales cycles. Now, the question is: “How is Salesforce making such a dramatic impact for these companies?”
![Our position in the market place ,[object Object],[object Object],[object Object],[object Object],[object Object],” Partnership with Fluido has made our salesforce.oom development more efficient ” Janne Löytänä, Director](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)