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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Lead management


Lead represents prospects that are interested in purchasing your product or someone who is interested in doing business with your organization. A campaign is one way to generate leads for your organization. Salesforce provides numerous ways to capture leads from different sources, for example, scan business cards and save the information in Salesforce as a lead, or through web-to-lead, and so on. You can easily access leads through any device, such as mobile, tablet, or workstation. If you want to increase inside sales productivity by assigning qualified leads to them, follow these best practices:

Follow these best practices to build a strong funnel of marketing qualified leads:

  1. Before you start managing a qualified lead, you have to define it. A qualified marketing lead is nothing but a person or an organization who has shown interest in buying your product or doing business with your organization and passed a set of lead qualifications criteria in order to progress further...

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