Harness the power of Salesforce to manage and grow your business.
This book shows you how to use the Salesforce CRM tool to
consolidate consumer data into a single place to gain better
insight into your business and more easily manage data. Data (such
as email, spreadsheets, databases) is generated through the front
office or face of your business, where your company interacts with
customers and revenue is generated. In a hotel, for instance, the
front office is the lobby where guests are greeted, their problems
are handled, and room payments are made. Another example is a
coffee shop, where the front office is an employee taking a
customer's order or serving a drink. Salespeople connect to
customers by selling your company's goods or services. Marketing
team members connect with them through advertising and promotional
activities. Service and support staff assist customers with
problems and provide help with products. This book introduces the
many ways Salesforce-based innovations are transforming the
technology landscape and the strategies that may be used for
designing and launching a digital front office. The book examines
how organizations can launch and grow digital solutions and
strategies for the governance of the platform and provides an
overview of digital transformation across industries. What You Will
Learn Understand basic Salesforce concepts, including the digital
front office process tower, lead to cash journey, core CRM
functions, best practices, and more Review data management
concepts, integrated sales, customer service, marketing operations,
and proposal and business development needs in a systematic way Use
frameworks to build a business architecture and multi-year
technology roadmap Get familiar with Salesforce business processes
and concepts such as account, contact, lead, and opportunity
management; marketing campaigns; master data management (MDM); and
lead scoring, grading, and activity management across the front
office Define and develop digital marketing challenges and strategy
(people, process, brand, messaging, and ROI), measure campaign
data, and create an end-to-end campaign in Salesforce Who This Book
Is For Business executives, C-suites, IT management, and Salesforce
managers and professionals working in IT, business development,
sales operations, program management, marketing operations, and
proposal development
General
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