Salesforce.com For Dummies

Chapter 16

Driving Sales Effectiveness with Salesforce Content

IN THIS CHAPTER

Using Salesforce Content

Sharing and managing Salesforce Content

Using Salesforce Content with Chatter

Using the Documents tab

If you, as a sales or marketing manager, expect to get the most out of your sales reps, you have to put the best tools at their fingertips. Aside from a desk, chair, phone, and some caffeine, reps need accurate and compelling documentation: sell sheets, white papers, case studies, and so on. All too often, however, sales documents reside in multiple places: network drives, emails, laptops, and so on.

If your reps are losing business because they can’t access the right documents, take advantage of Salesforce Content, which you can use to store the latest sales collateral in an easy-to-use, searchable library. And as long as your reps have an Internet connection, they can access Content, even if they’re sitting in an airport in Omaha, Nebraska.

What does an easily accessible library mean? If you’re a sales rep or manager, this means spending more time in front of your customers and less time chasing information. If you’re in marketing or product management, you can better control the message to customers with the confidence that sales reps are providing customers with the most up-to-date information available. And regardless of your role, you can individually store documents in your own personal folder.

In this chapter, we show you how to use Salesforce Content, as well as how ...