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Building a Salesforce-Powered Front Office: A Quick-Start Guide de Rashed A. Chowdhury

Building a Salesforce-Powered Front Office: A Quick-Start Guide

Autor Rashed A. Chowdhury
en Limba Engleză Paperback – 5 mar 2021
Harness the power of Salesforce to manage and grow your business. This book shows you how to use the Salesforce CRM tool to consolidate consumer data into a single place to gain better insight into your business and more easily manage data. Data (such as email, spreadsheets, databases) is generated through the front office or face of your business, where your company interacts with customers and revenue is generated. In a hotel, for instance, the front office is the lobby where guests are greeted, their problems are handled, and room payments are made. Another example is a coffee shop, where the front office is an employee taking a customer's order or serving a drink.
Salespeople connect to customers by selling your company’s goods or services. Marketing team members connect with them through advertising and promotional activities. Service and support staff assist customers with problems and provide help with products.

This book introduces the many ways Salesforce-based innovations are transforming the technology landscape and the strategies that may be used for designing and launching a digital front office. The book examines how organizations can launch and grow digital solutions and strategies for the governance of the platform and provides an overview of digital transformation across industries. 



What You Will Learn
  • Understand basic Salesforce concepts, including the digital front office process tower, lead to cash journey, core CRM functions, best practices, and more
  • Review data management concepts, integrated sales, customer service, marketing operations, and proposal and business development needs in a systematic way
  • Use frameworks to build a business architecture and multi-year technology roadmap
  • Get familiar with Salesforce business processes and concepts such as account, contact, lead, and opportunity management; marketing campaigns; master data management (MDM); and lead scoring, grading, and activity management across the front office
  • Define and develop digital marketing challenges and strategy (people, process, brand, messaging, and ROI), measure campaign data, and create an end-to-end campaign in Salesforce


Who This Book Is For
Business executives, C-suites, IT management, and Salesforce managers and professionals working in IT, business development, sales operations, program management, marketing operations, and proposal development
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Specificații

ISBN-13: 9781484266755
ISBN-10: 1484266757
Pagini: 287
Ilustrații: XXV, 287 p. 156 illus.
Dimensiuni: 178 x 254 mm
Greutate: 0.6 kg
Ediția:1st ed.
Editura: Apress
Colecția Apress
Locul publicării:Berkeley, CA, United States

Cuprins

Chapter 1: Lead to Cash: Front Office Process Tower.- Chapter 2: Leads.- Chapter 3: Opportunity.- Chapter 4: Accounts.- Chapter 5: Activities.- Chapter 6: Digital Marketing.- Chapter 7: Marketing Campaigns.- Chapter 8: Front Office Concepts, Enterprise Framework and Design Thinking.- Chapter 9: Data Management.- Chapter 10: Proposal Development and Sales Pipelines.- Chapter 11: Configuration Best Practices, Customization and DevOps.- Chapter 12: Salesforce Platform .- Chapter 13: Helping Companies Grow as a Salesforce Partner.- 

Notă biografică

Rashed Chowdhury is Senior Principal at Infosys where he consults with Fortune 500 companies on Salesforce strategy and front office development. He has 20+ years of experience in designing, developing, and architecting solutions in enterprise applications and Salesforce CRM.
Rashed played a critical role in Salesforce CRM implementations, involving requirements gathering, solution design, configuration, deployment, and data migration in functional areas such as leads management, master data management (MDM), account management, campaign management, Miller Heiman Sales Management, and partner relationship management.
Rashed is a part-time adjunct faculty member at the Robinson College of Business, Georgia State University, where he teaches masters-level students customer relationship management (CRM) and digital platform courses. He is a Salesforce Certified Administrator as well as a Certified Scrum Master.

Textul de pe ultima copertă

Harness the power of Salesforce to manage and grow your business. This book shows you how to use the Salesforce CRM tool to consolidate consumer data into a single place to gain better insight into your business and more easily manage data. Data (such as email, spreadsheets, databases) is generated through the front office or face of your business, where your company interacts with customers and revenue is generated. In a hotel, for instance, the front office is the lobby where guests are greeted, their problems are handled, and room payments are made. Another example is a coffee shop, where the front office is an employee taking a customer's order or serving a drink.
Salespeople connect to customers by selling your company’s goods or services. Marketing team members connect with them through advertising and promotional activities. Service and support staff assist customers with problems and provide help with products.

This book introduces the many ways Salesforce-based innovations are transforming the technology landscape and the strategies that may be used for designing and launching a digital front office. The book examines how organizations can launch and grow digital solutions and strategies for the governance of the platform and provides an overview of digital transformation across industries. 

You will:
  • Understand basic Salesforce concepts, including the digital front office process tower, lead to cash journey, core CRM functions, best practices, and more
  • Review data management concepts, integrated sales, customer service, marketing operations, and proposal and business development needs in a systematic way
  • Use frameworks to build a business architecture and multi-year technology roadmap
  • Get familiar with Salesforce business processes and concepts such as account, contact, lead, and opportunity management; marketing campaigns; master data management (MDM); and lead scoring, grading, and activity management across the front office
  • Define and develop digital marketing challenges and strategy (people, process, brand, messaging, and ROI), measure campaign data, and create an end-to-end campaign in Salesforce

Caracteristici

Teaches you how to build a business and technology roadmap for your organization with Salesforce tools Shows you how to maximize external-facing customer and lead interaction with the front office process tower (business development, marketing, sales, and operations/customer service) Covers how to create a 360-degree view of your customers to view data in one place and gain valuable business insights