Quick peek salesforce app e-book

2A Quick Peek at the Salesforce App
table of contents
Home Tab................................................................................................4
Contacts Tab............................................................................................5
Contact Record.......................................................................................6
Account Record.......................................................................................7
Opportunity Record................................................................................8
Lead Record............................................................................................9
Reports Tab........................................................................................... 10
Dashboards Tab....................................................................................11
Forecasts, Chatter, and Files Tab......................................................... 12
Take the Next Step................................................................................ 13

Take the first step. Salesforce is how sales
are made. It’s knowing your customers like
the back of your hand. It’s having a single
place to update and track milestones and
record all interactions. Salesforce is visibility
into your business — in real-time. All in the
cloud. Accessible from anywhere at any
time. Get a glimpse into how you can use
Salesforce to benefit your business.
Get started here.

4A Quick Peek at the Salesforce Appsalesforce.com
Home tab. The home tab is the perfect place to start your day. Login and
get a quick snapshot of the state of your business. Then go to your tasks
and calendar and start planning for a productive day. Dashboards can be
customized to your liking to make it easier for you to see how you’re tracking
against key business metrics, and also log upcoming tasks and meetings to
stay organized and on top of your business.
Help & Training
This link takes you to our help portal where you can
search for help on specific topics, or ask questions
that you have in our customer community.
Tabs
Tabs help you quickly navigate around
Salesforce to find information, like your
contacts or sales opportunities.
Follow Salesforce

Contacts tab. The contacts tab is where you can keep tabs on the contacts you
have at companies you do business with.
Reports
On each tab are quick links to
pre-built reports for that data.
Views
Views are ways to see groupings of your data
that fit specific criteria. Salesforce comes with
pre-set views for each tab, and you can also
create your own custom views.
Tools
Each tab has links
to tools that help
you perform specific
tasks in Salesforce
related to that data,
like importing your
contacts.
Watch the Salesforce Demo

Contact Record. This is the place where you track detailed contact information
and all interactions you have with your contacts. You can also create custom
fields to track any specific information that you need to run your business.
Social Contacts
These are links to connect Salesforce to your social networks
so that you can view additional public information about
your contacts, like their Twitter feed, directly in Salesforce.
Contact Information
You can view and edit all contact
information that you track directly
on the contact record.
Complete History
of All Interactions
The related lists on the contact
instantly give you a complete
history of all interactions that
you, or anyone you’ve worked
with, has had with this
contact. Including all emails
and phone calls, meetings,
campaigns, and even files
that were sent.
Follow Salesforce

Account Record. Each contact and opportunity is associated with an account.
Accounts are how Salesforce refers to companies that you’re working with, or
that you’ve worked with in the past.
360-Degree Customer View
Quickly access all critical account data and see a
complete history of all communications you, or anyone
you’ve worked with, has had with this account.
Social Accounts
Gain insights from popular social media sites — like
Facebook, Twitter, LinkedIn, YouTube, and Klout — right
within the Salesforce app to help you sell more effectively.
Account Information
You can view and edit all account
information that you track directly on
the account record.

Opportunity Record. The opportunity record is where you track all of the
information you need to know about that deal, including the stage the deal is at
in the sales cycle, when it’s expected to close, and how much the deal is worth.
Complete History of All Interactions
The related lists on the opportunity instantly give you a
complete history of all interactions that you, or anyone
you’ve worked with, has had for this sales deal. Including
all emails and phone calls, meetings, campaigns, and
even files that were sent.
Opportunity
Information
You can view and edit all
opportunity information
that you track directly on
the opportunity record.
Manage Sales Process
Easily edit critical deal information, like
what stage your deal is in and how much
it’s worth. Updates are automatically
reflected in management forecasts giving
you a real-time view of your business.
Follow Salesforce

Lead Record. In Salesforce, leads are defined as prospects, or potential customers —
people that you hope to do business with. Perhaps you met them at a trade show or
they filled out a form on your website, but they are not yet customers.
Converting Leads
Once you’ve qualified that a lead is interested in buying your
products and is an active sales opportunity, that’s when you
convert them. By converting the lead, you create a contact,
account, and a sales opportunity.
Lead Information
You can view and edit all lead
information that you track directly
on the lead record.

Reports tab. The reports tab is where you can build and run reports on your
key business metrics. Salesforce comes with pre-built reports, or you can
create your own.
Follow Salesforce

Dashboards tab. Once you’ve created your reports, you can pull them into
dashboards for a quick, visual way of seeing how your business is performing.

Forecasts tab. Your forecast gives
you a rolled-up view of all sales
opportunities so you can predict
revenue. You can click to see
details on each rep or override
their estimates.
Chatter tab. Chatter is a private,
secure collaboration platform for
your company. Chatter helps you
collaborate with your coworkers
on presentations and in groups to
close sales deals, crowd-source
answers to key business questions,
and work more efficiently.
Files tab. Easily store and share
files with your coworkers and
customers, right from Salesforce.
You can make comments on
files, track different versions, and
subscribe to receive updates the
minute anything changes.
Follow Salesforce

Home tab. The home tab is the perfect place to start your day. Login and
get a quick snapshot of the state of your business. Then go to your tasks
and calendar and start planning for a productive day. Dashboards can be
customized to your liking to make it easier for you to see how you’re tracking
against key business metrics, and also log upcoming tasks and meetings to
stay organized and on top of your business.
salesforce.com/salescloud
See Salesforce in action.
Watch the demo and see
the top Salesforce features
in action.
Take the next step.
Check out the AppExchange--the world’s leading cloud computing application marketplace with over
1,700 ready-to-deploy sales applications, tools, and expert services. Visit the AppExchange >
Watch demo

Quick peek salesforce app e-book

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Quick peek salesforce app e-book