Salesforce.com For Dummies

Chapter 9

Developing Contacts

IN THIS CHAPTER

Customizing the contact record

Creating and updating contacts

Putting your contacts in order

Viewing Contact related lists

Building organizational charts

If you’ve been selling for more than a few years, you probably have a big golden list overflowing with business contacts. And if you’re just starting out, you probably wish you had one. But how much do you know about those contacts? Where do you keep track of the personal and business information that you’ve collected throughout the years?

Salesforce enables you to plan, manage, and capture all the important interactions that you normally have with your prospects and customers. Just imagine the value that keeping this shared information in one place can have for you and your teams.

By using the Contacts section in Salesforce, you can effectively keep all your most important contacts together in one place, easily link them with the accounts they work for, gain insight into the relationships between contacts, and capture the critical personal drivers of each contact that are so key to your selling success.

In this chapter, we discuss how to use Salesforce for your contact management needs. You can also find out how to build your contact database by adding information directly or by importing your existing files. Later in the chapter, we describe how to organize your contacts lists so that you can quickly find the people you want to talk to. We also show you how to maintain the integrity ...