Accelerating Nonprofit Impact with Salesforce. Implement Nonprofit Cloud for efficient and cost-effective operations to drive your nonprofit mission

Melissa Hill Dees

Salesforce Nonprofit Cloud enables a 360-degree view of people related to your nonprofit to connect fundraising, program management, and grantmaking. With a single, unified view of every interaction with constituents, nonprofits can create strong relationships with the community and streamline internal processes.The book starts by covering the tools and features that make up Nonprofit Cloud, helping you understand their standard functionalities and how Nonprofit Success Pack's (NPSP) data architecture is critical to implementation. You’ll learn how the Nonprofit Cloud Program Management Module can connect your programs, automate case management, and track client progress. Next, you’ll explore the tools for creating a change management process to increase user adoption. Moving ahead, you’ll understand how to configure necessary permissions for NPSP administration and explore how declarative tools help better align the goals of a nonprofit organization. Toward the concluding chapters, you’ll cover customizations, deployment, custom reports, and dashboards for fundraising analytics, as well as best practices for data management to maintain its integrity.By the end of this Salesforce book, you’ll be able to build and configure the Nonprofit Cloud for a variety of use cases to achieve maximum social impact with the least amount of technical debt.

Becoming a Salesforce Certified Technical Architect. Prepare for the review board by practicing example-led architectural strategies and best practices

Tameem Bahri

Salesforce Certified Technical Architect (CTA) is the ultimate certification to validate your knowledge and skills when it comes to designing and building high-performance technical solutions on the Salesforce platform. The CTA certificate is granted after successfully passing the CTA review board exam, which tests your platform expertise and soft skills for communicating your solutions and vision.You’ll start with the core concepts that every architect should master, including data lifecycle, integration, and security, and build your aptitude for creating high-level technical solutions. Using real-world examples, you’ll explore essential topics such as selecting systems or components for your solutions, designing scalable and secure Salesforce architecture, and planning the development lifecycle and deployments. Finally, you'll work on two full mock scenarios that simulate the review board exam, helping you learn how to identify requirements, create a draft solution, and combine all the elements together to create an engaging story to present in front of the board or to a client in real life.By the end of this Salesforce book, you’ll have gained the knowledge and skills required to pass the review board exam and implement architectural best practices and strategies in your day-to-day work.

Building Expert Business Solutions with Zoho CRM. An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

Dominic Harrington

Zoho CRM is one of the most user-friendly, configurable, and competitively priced CRM systems for managing all your customer relationships. When tailored effectively to your business, it empowers your team to work smarter and helps your business to achieve more profitable and scalable growth. This book will show you how to make the most of Zoho CRM to increase productivity.You’ll start by learning about the foundation modules of Zoho CRM such as Leads, Deals, Contacts, and Accounts, and understand their functionalities that enable you to build effective solutions. Then, you’ll explore innovative workflows that will help you to save time and make sure that your sales teams are proactively managing opportunities and clients. The book also focuses on Zoho Marketplace, as well as how to extend the functionality of Zoho CRM using custom functions. You’ll cover real-world use cases that will inspire you to extend your Zoho adoption by integrating Zoho CRM with other Zoho apps such as Zoho Campaigns, Zoho Forms, Zoho Survey, and SalesIQ. Finally, you’ll discover best practices for adapting and evolving your CRM solutions and maintaining your CRM to achieve continuous improvement.By the end of this CRM book, you’ll have set up a CRM solution that will be fit for the next 10 years of business growth.

Customer Success with Microsoft Dynamics Sure Step. Having invested in Microsoft Dynamics, your enterprise will want to make a success of it, which is where this guide to Sure Step comes in, teaching you how to apply the methodologies to ensure optimum results

Chandru Shankar, Vincent Bellefroid, Nilesh Thakkar

Fundamentals of CRM with Dynamics 365 and Power Platform. Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

Nicolae Tarla

Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience.With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You’ll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you’ll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you’ll delve into core administration concepts that will help you to manage extensions added to the platform.By the end of this book, you’ll have learned how to tailor Microsoft Dynamics 365 to fit your organization’s requirements and tweak the platform to meet your business needs.

Implementing Order to Cash Process in SAP. An end-to-end guide to understanding the OTC process and its integration with SAP CRM, SAP APO, SAP TMS, and SAP LES

Chandrakant Agarwal

Using different SAP systems in an integrated way to gain maximum benefits while running your business is made possible by this book, which covers how to effectively implement SAP Order to Cash Process with SAP Customer Relationship Management (CRM), SAP Advanced Planning and Optimization (APO), SAP Transportation Management System (TMS), SAP Logistics Execution System (LES), and SAP Enterprise Central Component (ECC).You’ll understand the integration of different systems and how to optimize the complete Order to Cash Process with mySAP Business Suite. With the help of this book, you'll learn to implement mySAP Business Suite and understand the shortcomings in your existing SAP ECC environment. As you advance through the chapters, you'll get to grips with master data attributes in different SAP environments and then shift focus to the Order to Cash cycle, including order management in SAP CRM, order fulfillment in SAP APO, transportation planning in SAP TMS, logistics execution in SAP LES, and billing in SAP ECC.By the end of this SAP book, you'll have gained a thorough understanding of how different SAP systems work together with the Order to Cash process.

Infusionsoft Cookbook. Over 88 recipes for effective use of Infusionsoft to mitigate your CRM needs, marketing automation, conducting online business optimally

Paul Sokol

Keap Cookbook. Over 75 effective recipes for CRM optimization, marketing automation, and workflow mastery

Michelle Bell, Lesley Oliver

Say goodbye to feeling overwhelmed by Keap Pro/Max! This guide is your ultimate companion, taking you from the initial setup to daily usage and routine maintenance, showing you how to leverage the system’s features for business success. We start by building a solid foundation for Keap Pro/Max, guiding you through the setup and helping you navigate the features with ease. As you progress, you'll uncover advanced strategies and tricks that will elevate your business.Imagine managing your customer relationships effortlessly, delighting them at every step. Learn how to organize your contacts, track sales, and enhance the customer experience. Say goodbye to manual tasks and hello to efficiency by automating your marketing campaigns. You'll target your audience with precision and create personalized customer journeys.Need to generate leads? This book reveals proven techniques to attract, capture, and nurture leads effectively. You'll master campaign management, ensuring every step is seamlessly executed for maximum conversions.By the end of this book, you’ll be a Keap Pro/Max wiz, ready to dominate your niche and scale your business using the power of automation to supercharge your marketing efforts and achieve workflow mastery.