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9780133517392

Salesforce.com Secrets of Success Best Practices for Growth and Profitability

by
  • ISBN13:

    9780133517392

  • ISBN10:

    013351739X

  • Edition: 2nd
  • Format: Paperback
  • Copyright: 2013-11-05
  • Publisher: Pearson
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Supplemental Materials

What is included with this book?

Summary

New Tools and Best Practices for Driving More Sales and Profits with Salesforce.com

 

From Chatter to the Service Cloud, Salesforce.com now offers unprecedented opportunities to supercharge business performance. But most SFDC customers won't achieve that potential. Salesforce.com® Secrets of Success, Second Edition, is the one guide that will help you transform these opportunities into profit.

 

Drawing on his personal experience with more than a hundred deployments, David Taber guides you through every aspect of Salesforce.com planning, implementation, and management. Building on a first edition that earned rave reviews, Taber focuses on the most valuable innovations in Salesforce.com’s most recent releases.

 

Reflecting all that’s been learned about making Salesforce.com work, Taber offers results-focused best practices for sales, marketing, customer service, finance, legal, IT, and beyond. You’ll find indispensable new insights into accelerating user adoption, achieving stronger operational results, and overcoming today’s key obstacles to maximizing the value of Salesforce.com.

 

New coverage in this revised edition includes

  • Using the Service Cloud to cut costs, accelerate time to revenue, improve agility, and maximize customer lifetime value
  • Leveraging tablets and smartphones to build your CRM strategy
  • Identifying prospects and delighting customers through Salesforce.com’s Social CRM capabilities
  • Promoting more effective internal and external collaboration with Chatter
  • Identifying best practices for going “all Cloud”—and managing the attendant risks
  • Establishing realistic “hard” and “soft” metrics for everything from productivity and profitability to social CRM performance
  • Discovering today’s most valuable third-party AppExchange products

Together with its companion website (SFDC-secrets.com), this new edition offers updated questionnaires, worksheets, templates, checklists, and other resources for every executive, team member, developer, and stakeholder.  

Author Biography

David Taber is an internationally recognized IT marketing and management consultant with more than twenty-five years' experience, including 12 years at the VP level or above. His company, SalesLogistix, is a certified implementer of Salesforce.com solutions, with 100 clients in North America, Europe, and Asia. Taber also writes for CIO.com, and has a library of more than 150 articles on Salesforce issues.

Table of Contents

Introduction

Executive Summary

1. Planning Ahead

2. Reports and Data

3. Preparing Your Data

4. Implementation Strategy

5. People and Organizational Readiness

6. Working the Politics

7. Products You Will Need

8. Optimizing Business Processes

9. Best Practices for Sales

10. Best Practices in Marketing

11. Best Practices in Customer Support

12. Best Practices in Finance and Legal

13. Best Practices in IT

Supplemental Materials

What is included with this book?

The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.

The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.

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