Each of the tabs
in Salesforce dashboard called as Objects which represents major module or data
element in an interconnected database. Each object is defined with set of
fields.
Leads are
defined as business deals. It maintains all details with respect to customer
requests which include customer’s company details, customer details and the specific
business request. Once lead is converted to opportunity, respective data will
be moved to Accounts, contacts and opportunities module accordingly.
Accounts are companies that we do
business with. We can track all types of accounts, including customers,
prospects, partners, and competitors.
Contacts are individuals associated
with accounts.
Opportunities are the
deals that we pursue to drive revenue for our company.
Cases are customer inquiries that our
support teams work to manage and resolve.
Solutions are answers to cases and
other frequently asked questions.
Documents are the sales and marketing
collateral and documents that we use as part of our selling or service
processes.
Reports are data analyses for us and our
entire organization. Salesforce provides a variety of best practices reports, and
we can build custom reports on the fly to better measure our business.
Dashboards are
graphs, charts, and tables based on our custom reports. We can use dashboards
to visually measure and analyze key elements of our business.
Products are our company’s products
and services, associated with the prices for which we offer them. We can link
products and their prices to our opportunities.
Forecasts are our best estimates of how
much revenue or product we can close in a fiscal period, depending on the way we
forecast.
Campaigns are specific marketing
activities that we manage to drive leads, build a brand, or stimulate demand.
Contracts are the agreements involved
in our selling or support process. We can use contracts in Salesforce to manage
our approval and renewal processes and keep important documents in one place.
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