Part II. Keeping Track of Customer Relationships
In this part . . .
The usefulness of Salesforce is directly related to the quality of the data you enter into it. Just like any database, you have to take an active role in creating and maintaining records to ensure that your business can operate efficiently. Some key objects are the focal point to customer relationship management (CRM) and it's critical that you are familiar with them.
In this part, you find out how to manage your customer data. We discuss logging all activity with these customers to ensure a complete perspective. We explain what Chatter is, and how your sales, marketing, and customer service organizations can benefit from it. You discover configuration changes you can make to custom tailor Salesforce to work for your business.
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