Getting Started with SalesForce CRM

Getting Started with SALESFORCE Part XIV

Description:

BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginner’s G ide !or Sales"orce. The doc ment !oc ses on Sales"orce #$%. &oin o r pro!essional training program and learn !rom e'perts.

Histor :
Version Date $%& $%& Description Change Initia# Dra't Re*iew+& A!thor Chandra Pra(ash Shar)a P!"#ish

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Contents
#ontents.......................................................................................................................... * +hat is #$% in Sales "orce.............................................................................................. , ). #ampaigns -.............................................................................................................. . *. /eads -...................................................................................................................... 0 +eb-to-/ead Set p....................................................................................................... 1 How To Go +eb-to-/ead Set p -................................................................................ 1 ..................................................................................................................................... 2 ..................................................................................................................................... 2 ..................................................................................................................................... 3 ,. 4cco nts - ................................................................................................................ 3 .. #ontract -................................................................................................................ )5 0. 6pport nit( -.......................................................................................................... )* 7. "orecasts -.............................................................................................................. ), 1. #ontacts -............................................................................................................... ). 2. #ases -.................................................................................................................... )0 3. Sol tions -............................................................................................................... )1

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,hat is CR- in Sa#es Force
Sales!orce.com provides enterprise clo d comp ting applications s ch as c stomer and collaboration relationship management 8#$%9 to b sinesses o! vario s si:es and ind stries. #$% clo d apps provide real-time visibilit( into their team’s activities so the( can !orecast sales with con!idence. "or sales reps, #$% clo d apps ma;e it eas( to manage c stomer in!ormation so reps spend less time handling data and more time with c stomers.

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&% Ca)paigns :
4 campaign is an o tbo nd mar;eting pro<ect that (o want to plan, manage, and trac; within Sales"orce. It can be a direct mail program, seminar, print advertisement, email, or other t(pe o! mar;eting initiative. =o can organi:e campaigns into hierarchies !or eas( anal(sis o! related mar;eting tactics. E'ample -i! plan want to sell new cell phone in mar;et. !irstl( introd ce this cell phone in mar;et (o need to mar;eting o! this phone. In mar;eting (o can se advertisement, news paper, road show etc. =o can all process manage b( #ampaigns. =o can see below.

How .o Create Ca)paigns :
#lic; on Ca)paigns Tab then clic; on /ew b tton.

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0% Leads :
Sales"orce is a #$% so!tware compan(, which allows its sers to ;eep trac; o! correspondence, data and sales !or their b siness contacts in ) place. #are! ll( managing leads be!ore the( convert into acco nts, contacts and opport nities can res lt in a more streamlined selling process, with sales reps wor;ing more prod ctivel( and e!!icientl(.

How .o create Leads :
4!ter login (o can see some tab there is one tab is Leads clic; on this tab a!ter then clic; on /ew b tton.

Step & :1

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Step 0 :1 4!ter #lic; Save b tton (o can see new page on this page clic; on "ollow lin; b tton. /eads can be converted to acco nts clic; on Con*ert b tton.

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Step 2 :1 /eads can be converted to acco nts, contacts, opport nities, and !ollow p tas;s. =o sho ld onl( convert a lead once (o have identi!ied it as > ali!ied. 4!ter this lead has been converted, it can no longer be viewed or edited as a lead, b t can be viewed in lead reports.

,e"1to1Lead Set!p
?sing pre-e'isting pages on (o r compan(@s website, (o can capt re contact and pro!ile in!ormation !rom sers and a tomaticall( generate new leads in sales!orce.com, enabling (o to respond in real-time to c stomer re> ests.

How .o Go ,e"1to1Lead Set!p :
#lic; Set!p -A C!sto)i3e -A ,e"1to1Lead

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Step & :1 Select "ields in available list clic; on add b tton enter $et rn ?$/ name then clic; on Generate b tton.

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Step 0 :1 Select all code and cop( and paste with in BhtmlA There is paste all code BChtmlA a!ter paste this code ma;this code all (o can add an( web page !or advertisement.

2% Acco!nts :
Sales"orce provide to (o manage (o r c stomers, organi:ation Detail b( sing 4cco nts. Each acco nt stores in!ormation s ch as name, address, and phone n mbers. "or each acco nt, (o can store related in!ormation s ch as opport nities, activities, cases, partners, contracts, and notes. How to Create Acco!nts : 4!ter login in Sales"orce.com, Then #lic; on Acco!nts Tabs A #lic; on /ew b tton. (o can see below.

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Step & :1 "ill all !ields then clic; on Save b tton.

4% Contract :
?se Sales"orce.com to handle (o r internal process !or contracts, give sers contract privileges, design contract stat s val es !or di!!erent stages in the contract li!e-c(cle, and design page la(o ts !or di!!erent t(pes o! contract administrators. How .o Create Contracts in Sa#esForce%co) : #lic; on Contracts Tab then clic; on /ew b tton.

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Step & :1

5ser Contact Pri*i#eges :1 4dministrator@s Pro!ile #ontains the !ollowing contact permissions 5ser Per)ission on contracts 1 To create, edit, and contracts that are not (et activated. Appro*e Contracts 1 To appl( an approved stat s to a contacts. Acti*ate Contracts 1 To activate, create, edit, and delete contracts. De#ete Acti*ated Contracts 1 To delete contracts regardless o! stat s.

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6% Opport!nit :
6pport nit( records displa( critical details abo t the deals (o r teams are wor;ing on, li;e how m ch each one is worth, who (o @re competing against, and what stage the deal is in. =o can !ollow the opport nit( !eed to receive a tomatic pdates via #hatter, pl s trac; all associated activities as the( happen to close deals !aster.

How .o Create Opport!nit

in Sa#esForce%co) :

#lic; on Opport!nit Tab then clic; on /ew b tton.

Adding -e)"ers to an Opport!nit

.ea) :

5ser Per)issions /eeded .o add tea) )e)"ers to an E$eadE on sers opport!nit 4FD E$eadE on opport nities 4FD 6wner o! opport nit( record, or above owner in (o r organi:ation@s role hierarch(. .o *iew an opport!nit 'or which o!7re a tea) )e)"er E$eadE on the opport nit(.

). 6pen the opport nit( and navigate to the 6pport nit( Team related list, then clic; 4dd. *. Enter the member’s name in the ?ser col mn. I! the partner portal is enabled, choose whether the member is a Partner ?ser or ?ser, and then enter the member’s name. ,. +hen (o add an opport nit( team member, the member is a tomaticall( granted read access to the associated acco nt. .. Select the member’s opport nit( team role. 0. Select the member’s opport nit( access level. The access level can’t be less than (o r organi:ation’s de!a lt opport nit( sharing access. www.bispsol tions.com Page )* www.bisptrainigs.com www.h(periong r .com

7. Speci!( val es !or an( c stom !ields that (o r administrator has created !or opport nit( teams. 1. #lic; Save.

8% Forecasts :
Predict and plan the sales c(cle !rom pipeline to closed sales, and manage sales e'pectations thro gho t the organi:ation with "orecasts. 4 !orecast is an e'pression o! e'pected sales reven e based on the gross roll p o! a set o! opport nities. "orecasts incl de ad< stments made b( !orecast sers to their s bordinates@ !orecasts as well as ad< stments made b( these s bordinates on the !orecasts o! the sers below them in the !orecast hierarch(. In the roll p table on the !orecasts page, !orecasts are organi:ed b( !orecast categor(, time period, and optionall( b( prod ct !amil(. www.bispsol tions.com Page ), www.bisptrainigs.com www.h(periong r .com

#lic; on "orecasts Tab

9% Contacts :
In Sales"orce.com #ontact (o can store complete in!ormation o! (o r c stomer with ever(thing (o need in one placeGincl ding acco nt histor( ;e( contacts, c stomer comm nications, and internal acco nt disc ssions. Gain insight into activit( on social media sites li;e "aceboo; ,/in;edIn and Twitter so (o alwa(s ;now what (o r c stomers Eli;e,E ma;ing it eas( to b ild stronger, longer-lasting relationships and close more deals.

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How .o Create Contact in Sa#esForce%co) : #lic; on #ontacts Tab then clic; on Few b tton.

:% Cases :
4 case is a description o! a c stomer’s problem, !eedbac;, or > estion. ?se cases to trac; and solve (o r c stomers’ iss es. =o can > ic;l( create, edit, locate, and view cases !rom the #ases tab. To gather c stomer !eedbac; !rom (o r compan(’s website and c stomer emails.

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How .o Create Case :

Step & :1

4!ter clic; on save b tton then (o can see new web page (o can see below. There is (o can !ind sol tion !or cases.

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Step 0 :1 #lic; on Se#ect lin;

;% So#!tions :
+ith Sales"orce #$% sol tions and o r clo d-comp ting model, (o can mind (o r c stomers and (o r b dget at the same time. 6 r b siness #$% prod cts incl de applications !or critical areas o! (o r b siness li;e sales and c stomer service. There’s no need to see; individ al #$% sol tions !or sales !orce a tomation, c stomer service, partner management, mar;eting and campaign management, etc. Sales"orce.com #$% sol tions provide ever(thing in one neat pac;age. www.bispsol tions.com Page )1 www.bisptrainigs.com www.h(periong r .com

=o can !ind sol tion clic; on "ind sol tion b tton and i! (o want to see all $eviewed Sol tion clic; on Go b tton in sol tion views section. and all so (o can create recent Sol tions list clic; on Few b tton.

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