Einf hrung von Salesforce CRM im gemeinn tzigen Umfeld Planung Architektur und Migration der vorhandenen Daten

Author: Jens Lehmann
Publisher: Diplomica Verlag
ISBN: 9783958505810
Release Date: 2014-09
Genre: Business & Economics

Salesforce.com bietet gemeinnützigen Organisationen im Rahmen der Salesforce Foundation kostenlose Lizenzen für die hauseigene Customer Relationship Management (CRM) Lösung an. Jedoch stellt die Einführung einer Lösung insbesondere für kleinere gemeinnützige Organisationen eine Herausforderung dar, die über die finanziellen Aspekte hinausgehen. Ein Beispiel für diese Herausforderungen ist die technische Umsetzung der CRM Einführung. Die Autoren dieses Buches analysieren die typischen Schwierigkeiten und beschreiben eine Vorgehensweise zur CRM-Einführung, die sich in der Praxis bewährt hat. Das Buch bietet dabei spezifische Beispiele aus einem Projekt, welches bei einer kleineren, gemeinnützigen Organisation im kulturellen Umfeld durchgeführt wurde und mit einer erfolgreichen CRM Einführung geendet hat. Dabei werden verschiedene Aspekte des Projektmanagements und der allgemeinen Vorgehensweise, die Analyse der Geschäftsprozesse sowie die technische Umsetzung näher betrachtet. Bei der technischen Umsetzung wird insbesondere die Anpassung der gewählten CRM Lösung als auch die Migration, d. h. die Übernahme der Daten aus verschiedenen Datenquellen wie zum Beispiel Microsoft Excel, im Detail beschrieben.

Salesforce CRM

Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 9781849683074
Release Date: 2011-10-14
Genre: Computers

A practical guide through which you will discover how to set up and configure the application. Along the way, you will also be presented with solutions and real-life examples on how to further improve and maintain its functionality with clear step-by-step instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can administer and configure complex Salesforce CRM functionality with absolute ease. This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced admin, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform. By the end of the book, you will be ready to configure and administer a Salesforce CRM system in a real-world environment which fully supports your business needs.

Salesforce CRM The Definitive Admin Handbook

Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 9781786464521
Release Date: 2016-12-21
Genre: Computers

Learn how to successfully administer, build, and manage Salesforce CRM and Salesforce mobile solutions using real-world and best practice techniques About This Book See the latest best practice Salesforce administration principles, gain real-world advice, and understand critical design considerations to set up and customize Salesforce CRM This is a pragmatic guide to the key functions of customizing and setting up the application for enterprise security, user and data management, process automation, analytics, and mobile features Step-by-step navigation and descriptions of the features of Salesforce CRM platform and clear guidance on the customization and administration of the application Identify what is covered to create your own improved study guide for the certified administrator examination Who This Book Is For This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new administrator or a more experienced professional, this book will enhance your knowledge and understanding of the features of Salesforce CRM. What You Will Learn Manage and administer user records and password policies Configure and control the various organization-wide user interface features in Salesforce CRM Set up and maintain users, profiles, and permission sets and administer appropriate security and login access mechanisms Apply organization security Understand the capabilities of the Salesforce CRM sharing model Create, delete, and customize fields, page layout, and list views for custom and standard objects Find out how Apex and Visualforce coding can be used in Salesforce CRM Implement the mechanisms for data management Discover the tools to import, update, transfer, and mass delete data In Detail Salesforce CRM's Winter '17 release offers a host of new features for CRM designed to transform your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily acquire deep knowledge of the platform. The book begins by guiding you through setting up users and the security settings and then progresses to configuration, data management, and data analytics. We swiftly move on to the setting up of organization wide features that affect the look and feel of the application. Process automation and approval mechanisms are covered next, along with the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book details Salesforce CRM system administration in a practical way and is an invaluable reference for both new administrators and experienced professionals. At the end of the book, techniques to further enhance the system and improve the return on investment Salesforce mobile apps and mobile administration are covered, along with Salesforce Adoption Manager. Every chapter is complete with a section containing example questions of the type that you might encounter in the certification examination. Style and approach This book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. Filled with examples and use cases, the book presents the facts along with seasoned advice and real-world examples to ensure you have all the resources you need to become a more informed Salesforce Administrator.

Mastering Salesforce CRM Administration

Author: Rakesh Gupta
Publisher: Packt Publishing Ltd
ISBN: 9781786460769
Release Date: 2017-03-27
Genre: Computers

Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.

Salesforce CRM Admin Cookbook

Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 9781788621823
Release Date: 2017-12-22
Genre: Computers

Extend and unleash the power of Salesforce CRM and the advanced features of the Lightning interface to create techniques for user interaction and derive real-world solutions. About This Book Implement advanced user interface techniques to improve the look and feel of Salesforce CRM. Discover hidden features and hacks that extend standard configuration to provide enhanced functionality and customization. Build real-world process automation using detailed recipes to harness the full power of Salesforce CRM. Who This Book Is For If you are a system administrator interested in developing and enhancing your skills with data management, process automation and security enhancements with SalesforceCRM, then this book is for you. Some basic understanding of SalesforceCRM and system administration knowledge would be needed. What You Will Learn Building home page components and creating custom links to provide additional functionality and improve the Home Tab layout Improving the look and feel of Salesforce CRM with the presentation of graphical elements using advanced user interface techniques Improving the data quality in Salesforce CRM and automatic data capture Implement an approval process to control the way approvals are managed for records in Salesforce CRM Increase productivity using tools and features to provide advanced administration Extend Lightning Experience Record Pages to tailor user interaction experience Create Lightning component to implement Search before Create for customer/person accounts In Detail Salesforce CRM is a market-leading customer relationship management (CRM) application that is accessed over the internet. This application greatly enhances a company's sales performance, improves customer satisfaction, and provides a robust customer relationship management system for an organization. Salesforce CRM Admin Cookbook, Second Edition enables you to instantly extend and unleash the power of Salesforce CRM and its Lightning Experience framework. It provides clear, comprehensive instructions along with detailed screenshots and code. Whether you are looking for solutions to enhance the core features, such as data management, process automation, data validation, and home page administration, or are looking for ideas on advanced customization techniques, this book will provide you with immediate, practical, and exciting real-world recipes. This book guides you through interesting topics spanning a variety of functional areas. Recipes are provided that allow you to configure, build and extend the capability of Salesforce CRM using the Lightning Experience framework. Style and approach We will be discussing recipes about several modules, which will help you gain mastery over different modules, such as data management, security enhancements, and so on, which is expected of an administrator.

Salesforce CRM The Definitive Admin Handbook Third Edition

Author: Paul Goodey
Publisher: Packt Publishing Ltd
ISBN: 9781784391485
Release Date: 2015-01-30
Genre: Computers

This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced administrator, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and features.

Salesforce Crm Complete Self assessment Guide

Author: Gerardus Blokdyk
Publisher: Createspace Independent Publishing Platform
ISBN: 1546420541
Release Date: 2017-05
Genre:

Is there a recommended audit plan for routine surveillance inspections of Salesforce CRM's gains? How do we Identify specific Salesforce CRM investment and emerging trends? How are the Salesforce CRM's objectives aligned to the organization's overall business strategy? Does Salesforce CRM create potential expectations in other areas that need to be recognized and considered? Has the direction changed at all during the course of Salesforce CRM? If so, when did it change and why? Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role... In EVERY company, organization and department. Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?' For more than twenty years, The Art of Service's Self-Assessments empower people who can do just that - whether their title is marketer, entrepreneur, manager, salesperson, consultant, business process manager, executive assistant, IT Manager, CxO etc... - they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better. This book is for managers, advisors, consultants, specialists, professionals and anyone interested in Salesforce CRM assessment. Featuring 371 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Salesforce CRM improvements can be made. In using the questions you will be better able to: - diagnose Salesforce CRM projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices - implement evidence-based best practice strategies aligned with overall goals - integrate recent advances in Salesforce CRM and process design strategies into practice according to best practice guidelines Using a Self-Assessment tool known as the Salesforce CRM Index, you will develop a clear picture of which Salesforce CRM areas need attention. Included with your purchase of the book is the Salesforce CRM Self-Assessment downloadable resource, containing all questions and Self-Assessment areas of this book. This enables ease of (re-)use and enables you to import the questions in your preferred management tool. Access instructions can be found in the book. You are free to use the Self-Assessment contents in your presentations and materials for customers without asking us - we are here to help. This Self-Assessment has been approved by The Art of Service as part of a lifelong learning and Self-Assessment program and as a component of maintenance of certification. Optional other Self-Assessments are available. For more information, visit http://theartofservice.com

Salesforce Handbook

Author: Wes Nolte
Publisher: Lulu.com
ISBN: 9781446108536
Release Date: 2011-03-01
Genre: Computers

This book is not intended to be a deep-dive on security, programming, reporting, configuration, etc. but more of a high-level overview on salesforce.com, Force.com development, tools, methodology and other resources. We will not cover all aspects of salesforce.com. We wrote this book to (hopefully) become an invaluable resource for anyone new or inexperienced with the Force.com platform. For new administrators and developers coming on to the platform, we see a gaping hole in existing reference books. This book is not intended for end users or advanced developers. This book is for people somewhere in the middle; let's say a business analyst or a new Java or .NET developer. We would like this to be the first book you pick up after your boss walks in and says, "Let's take a look at salesforce.com and see if we can build some applications in the cloud."This book contains the information that we wish we had when we started developing applications on Force.com.

Google Apps und Salesforce com

Author: Christian Ludwig
Publisher: GRIN Verlag
ISBN: 9783640905027
Release Date: 2011
Genre:

Studienarbeit aus dem Jahr 2010 im Fachbereich Informatik - Angewandte Informatik, Note: 1,3, Friedrich-Schiller-Universitat Jena (Institut fur Informatik), Veranstaltung: Seminar zum Thema Software as a Service, Cloud Computing und aktuelle Entwicklungen," Sprache: Deutsch, Anmerkungen: Arbeit zum Seminar am Lehrstuhl fur Datenbanken und Informationssysteme unter Beteiligung von Fachleuten von der Demandware (Boston) und der IBM Deutschland Research and Development GmbH. Beschrieben und evaluiert wird die aktuelle Entwicklung im Cloud Computing, insbesondere Software as a Servce, examplarisch fur Salesforce.com und den Google Apps. Ein besonderer Schwerpunkt liegt auf der Analyse von Potentialen und Risiken des Modells., Abstract: Das Modell Software as a Service" ist keine Erfindung der heutigen Generation. Schon in den 1980-Jahren begannen die ersten IT-Unternehmen ihre Software als on-demand-Service gegen Gebuhr bereitzustellen. Damit eroffneten sich neue Geschaftsfelder im Bereich der Software-Distribution und IT-Services. Wahrend das noch unausgereifte Vertriebsmodell sich zu dieser Zeit jedoch kaum durchsetzen konnte und uber die Zeit unter verschiedenen Namen bekannt wurde ("Service Bureau," spater "Application Service Providing" und jungst "Software as a Service" (SaaS)), gab es bis heute viele Fortschritte auf diesem Gebiet. Erweitert wurden die Software-Services um die on-demand-Bereitstellung von IT-Infrastruktur (IaaS), Programmierumgebungen (PaaS) oder schlicht alle anderen denkbaren Bereitstellungsservices in der Cloud (XaaS). Zusammengefasst wird der gesamte Ansatz der on-demand-Bereitstellung von Soft- und Hardware-Services in virtualisierten Rechenzentren und uber Webservices als Cloud Computing" bezeichnet. Wahrend die Idee offensichtlich nicht neu ist, ist es doch der in den vergangenen Jahren uberraschend durchschlagende Erfolg des Modells, das mit Wachstumszahlen aufwartet, die die etablierten Anbieter nicht gleichgultig lassen konnen. G"

Salesforce com Customization Handbook

Author: Rakesh Gupta
Publisher: Packt Publishing Ltd
ISBN: 9781849685993
Release Date: 2014-09-12
Genre: Computers

If you want to use Salesforce CRM to automate your business requirements, or you have already adopted Salesforce CRM and want to streamline the sales process, this book is for you. Whether you are new to Salesforce or a seasoned expert, you will be able to master the basic functions as well as the advanced features of Salesforce.com. No previous experience in computer coding or programming is required.

Mobile CRM Nutzung mobiler Technologien im Customer Relationship Management

Author: Fabian Heidenstecker
Publisher: Igel Verlag RWS
ISBN: 9783954850181
Release Date: 2014-04
Genre: Business & Economics

Das CRM (Customer Relationship Management) hat in den letzten Jahren weitlaufig Einzug in die Unternehmen gefunden. Der zugrundeliegende Managementansatz beruht auf der Pramisse, langfristige Beziehungen zu den Kunden aufzubauen, statt auf transaktionale Geschaftsbeziehungen zu setzen. Auf dem Markt bieten zahlreiche Hersteller CRM Systeme an. Die Marktdurchdringung ist in diesem Bereich hoch und die Software in der Regel ausgereift. Ausserdem gab es eine rasante Entwicklung im Bereich der mobilen Endgerate. Diese sind kleiner, leistungsfahiger und zuverlassiger geworden als je zuvor. Endgerate wie das BlackBerry von RIM haben langst den Einzug in den Unternehmensalltag gehalten. Daher ist es aus Unternehmenssicht moglich, den technischen Fortschritt in diesen Bereichen fur sich zu nutzen, und mit Mobile CRM die Prozesse des Kundenbeziehungsmanagements zu unterstutzen. Genauso hat es im Bereich der Endkunden ebenfalls Veranderungen gegebenen: Das Mobiltelefon ist zu einem Alltagsgegenstand geworden und der Verkauf von Smartphones wie dem IPhone boomt. Dadurch bekommen Unternehmen die Chance, die Kunden auf diesen neuen Kanalen anzusprechen. Auch in diesem Bereich liegen die Potentiale des mobilen CRMs. Ziel dieses Buches ist es zum einen, die theoretischen Grundlagen des Mobile CRM auf Smartphones und Tablets darzustellen. Eine Nutzwertanalyse gibt einen vergleichenden Uberblick uber drei CRM Systeme. Die erarbeiteten Grundlagen werden auf praxisnahe Szenarien angewendet, wobei fur die konkreten Losungen das Potential fur Unternehmen sowie die mobilen Mehrwerte bestimmt werden. In einer Fallstudie wird die Umsetzbarkeit des mobilen CRM anhand beispielhafter Anforderungen anhand des CRM Systems SugarCRM untersucht und anschliessend bewertet. Am Ende der Ausarbeitung werden die gewonnen Erkenntnisse in kompakter Form gegenubergestell

Sales Force Management

Author: Mark W. Johnston
Publisher: Routledge
ISBN: 9781317359982
Release Date: 2016-04-14
Genre: Business & Economics

In this latest edition of Sales Force Management, Mark Johnston and Greg Marshall continue to build on the tradition of excellence established by Churchill, Ford, and Walker, increasing the book’s reputation globally as the leading textbook in the field. The authors have strengthened the focus on managing the modern tools of selling, such as customer relationship management (CRM), social media and technology-enabled selling, and sales analytics. It’s a contemporary classic, fully updated for modern sales management practice. Pedagogical features include: Engaging breakout questions designed to spark lively discussion Leadership challenge assignments and mini-cases to help students understand and apply the principles they have learned in the classroom Leadership, Innovation, and Technology boxes that simulate real-world challenges faced by salespeople and their managers New Ethical Moment boxes in each chapter put students on the firing line of making ethical choices in sales Role Plays that enable students to learn by doing A selection of comprehensive sales management cases on the companion website A companion website features an instructor’s manual, PowerPoints, and other tools to provide additional support for students and instructors.