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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to creating, managing, and automating sales and marketing processes

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Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781838986094
Length 472 pages
Edition 1st Edition
Concepts
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Author (1):
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Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (23) Chapters Close

Preface 1. Section 1: Salesforce for Sales, Marketing, and Customer Relationship Management
2. Getting Started with Salesforce and CRM FREE CHAPTER 3. Understanding Salesforce Activities 4. Creating and Managing Leads 5. Business Development with Accounts and Contacts 6. Using Opportunities Effectively 7. Achieving Business Goals Using Campaigns 8. Enhancing Customer Service Using Cases 9. Business Analysis Using Reports and Dashboards 10. Section 2: Salesforce Administration
11. Setup and Configuration 12. An Overview of Sharing and Visibility 13. Using Sandboxes and Change Sets 14. Configuring Objects for Your Business 15. Third-Party Applications and Salesforce Mobile 16. Section 3: Automating Business Processes Using Salesforce
17. Understanding the Workflow Rules 18. Implementing Process Builder 19. Approval Processes 20. Assignment Rules 21. Assessments 22. Other Books You May Enjoy

Achieving Business Goals Using Campaigns

Campaigns are outbound marketing initiatives that target leads and contacts. They can take the form of direct mail, events, print ads, emails, or any other marketing outreach where you are trying to get a response from the recipients. This response can take the form of interest in a product, attending an event such as a seminar or a webinar, or clicking on an ad. Campaigns tie marketing and sales together as they help generate leads and track those leads as they convert into opportunities and, finally, into opportunity closure. This closure can either be Closed Won—a sale—or Closed Lost—a lost sale. Campaigns use campaign members to track who is associated with a campaign. Campaign members can be leads or contacts that have been contacted for a specific marketing campaign. Campaigns can also be nested in a hierarchy...

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