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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

Creating and Managing Leads

Leads are the first step of the sales and marketing cycle—they keep opportunities flowing into our sales funnel. Leads are prospects or people that may be interested in your product or service. The goal of working with them is to move them through the sales cycle and assess them as either unqualified or qualified for workable opportunities. Understanding how leads work is beneficial as it familiarizes you with how a lead starts off the sales cycle and how to move from a lead to the next step in the sales cycle. This is what we will explore in this chapter.

The following topics are covered in this chapter:

  • What are leads and what are they used for?
  • What is Lead Status and how is it used in the sales cycle?
  • What is lead conversion and what happens when you convert a lead?
  • What is web-to-lead and how is this feature used?
  • What are lead auto-response...
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