Best Practices for Implementing Salesforce CRM - Cloud Experts

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Salesforce CRM Getting Started WorkbookDefine Your Opportunity FieldsMy Opportunity FieldsStandard Field Name Data Type Values Want Field?Account Name*Amount*Campaign SourceClose Date*DescriptionExpected Revenue*Lookup(Account)Currency(16,2)Lookup(Campaign)DateLong Text Area(32000)Currency(16,2)Forecast Category Picklist PipelineOmittedBest CaseCommitClosedLead Source Picklist AdvertisementEmployee ReferralExternal ReferralPartnerPublic RelationsSeminar - InternalSeminar - PartnerTrade ShowWebWord of mouthOtherNext StepText(255)Opportunity Name*Opportunity OwnerPrivateProbabilityQuantity*Text(80)Lookup(User)CheckboxPercent(3,0)Number(16,2)Stage* Picklist ProspectingQualificationNeeds AnalysisValue PropositionId. Decision MakersPerception AnalysisProposal/Price QuoteNegotiation/ReviewClosed WonClosed LostType Picklist Existing BusinessNew BusinessCreated By*Lookup(User)Last Modified By*Lookup(User)Custom Field Name Data Type LengthWORKBOOK 13
Page 1 and 2: Best Practices forImplementing Sale
Page 3 and 4: Salesforce CRM Getting Started Guid
Page 26 and 27: Salesforce CRMGetting Started Workb
Page 28 and 29: Salesforce CRM Getting Started Work
Page 42 and 43: Integrating salesforce.com applicat
Page 44 and 45: Meet—and beat—these 8 CRM chall
Page 46: Meet—and beat—these 8 CRM chall
Page 49 and 50: 5 steps to a successful implementat
Page 51 and 52: 5 steps to a successful implementat
Page 53 and 54: Achieving outstanding CRM administr
Page 55 and 56: Achieving outstanding CRM administr
Page 57 and 58: Get these must-have administrator t
Page 59 and 60: Get these must-have administrator t
Page 61 and 62: Using data access design patternsTo
Page 63 and 64: Using data access design patternsDe
Page 65 and 66: Using data access design patternsre
Page 67 and 68: Using data access design patternsTM
Page 69 and 70: Managing your Salesforce CRM storag
Page 71 and 72: How to get big results with a small
Page 73 and 74: Managing your Salesforce CRM storag
Page 75 and 76: 3 tips to get unstuck when creating
Page 77 and 78: 3 tips to get unstuck when creating
Page 79 and 80: Choose the right tools to customize
Page 85 and 86: 4 questions to answer for a success
Page 87 and 88: 4 questions to answer for a success
Page 89 and 90: Create powerful Web sites on Force.
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5 steps to using the content librar
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8 keys to mobile CRM successGiving
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3 steps to managing members and don
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9 steps to effective change managem
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Bring cloud computing to your entir
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6 steps toward top data qualityIndu
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6 steps toward top data qualityStep
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Turbo-charge customer communication
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How to measure and increase custome
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10 tips for a successful training p
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How to develop a comprehensive trai
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How to develop a comprehensive trai
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9 steps to effective change managem
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5 simple steps to reports and dashb
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5 simple steps to reports and dashb
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Best Practices for Implementing Salesforce CRM - Cloud Experts

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