CRM
Peter Ries
NetSuite For Consultants takes a hands-on approach to help ERP and CRM consultants implement NetSuite quickly and efficiently, as well deepen their understanding of its implementation methodology.During the course of this book, you’ll get a clear picture of what NetSuite is, how it works, and how accounts, support, and updates work within its ecosystem.Understanding what a business needs is a critical first step toward completing any software product implementation, so you'll learn how to write business requirements by learning about the various departments, roles, and processes in the client's organization. Once you've developed a solid understanding of NetSuite and your client, you’ll be able to apply your knowledge to configure accounts and test everything with the users. You’ll also learn how to manage both functional and technical issues that arise post-implementation and handle them like a professional.By the end of this book, you'll have gained the necessary skills and knowledge to implement NetSuite for businesses and get things up and running in the shortest possible time.
Daniel Reis
Odoo continues to gain worldwide momentum as the best platform for open source ERP installations. Now, with Odoo 11, you have access to an improved GUI, performance optimization, integrated in-app purchase features, and a fast-growing community to help transform and modernize your business. With this practical guide, you will cover all the new features that Odoo 11 has to offer to build and customize business applications, focusing on the publicly available community edition.We begin with setting up a development environment, and as you make your way through the chapters, you will learn to build feature-rich business applications. With the aim of jump-starting your Odoo proficiency level, from no specific knowledge to application development readiness, you will develop your first Odoo application. We then move on to topics such as models and views, and understand how to use server APIs to add business logic, helping to lay a solid foundation for advanced topics.The book concludes with Odoo interactions and how to use the Odoo API from other programs, all of which will enable you to efficiently integrate applications with other external systems.
Daniel Reis
Odoo is one of the best platforms for open source ERP and CRM. Its latest version, Odoo 12, brings with it new features and updates in Python packages to develop more customizable applications with additional cloud capabilities.The book begins by covering the development essentials for building business applications. You will start your journey by learning how to install and configure Odoo, and then transition from having no specific knowledge of Odoo to being ready for application development. You will develop your first Odoo application and understand topics such as models and views. Odoo 12 Development Essentials will also guide you in using server APIs to add business logic, helping you lay a solid foundation for advanced topics. As you progress through the chapters, you will be equipped to build and customize your applications and explore the new features in Odoo 12, such as cloud integration, to scale your business applications. You will get insights into building business logic and integrating various APIs into your application.By the end of the book, you will be able to build a business application from scratch by using the latest version of Odoo.
Parth Gajjar, Alexandre Fayolle, Holger Brunn, Daniel...
With its latest iteration, the powerful Odoo framework released a wide variety of features for rapid application development. This updated Odoo development cookbook will help you explore the new features in Odoo 14 and learn how to use them to develop Odoo applications from scratch. You'll learn about the new website concepts in Odoo 14 and get a glimpse of Odoo's new web-client framework, the Odoo Web Library (OWL).Once you've completed the installation, you'll begin to explore the Odoo framework with real-world examples. You'll then create a new Odoo module from the ground up and progress to advanced framework concepts. You'll also learn how to modify existing applications, including Point of Sale (POS) applications. This book isn't just limited to backend development; you'll discover advanced JavaScript recipes for creating new views and widgets. As you progress, you'll learn about website development and become a quality Odoo developer by studying performance optimization, debugging, and automated testing. Finally, you'll delve into advanced concepts such as multi-website, In-App Purchasing (IAP), Odoo.sh, the IoT Box, and security.By the end of the book, you'll have all the knowledge you need to build impressive Odoo applications and you'll be well versed in development best practices that will come in handy when working with the Odoo framework.
Dmitri Khanine
Salesforce Industries brings out-of-the-box solutions tailored to specific industries, making it easy for customers to install, configure, and slash their time-to-value. It stands as one of Salesforce's strategic pillars with the number of installations growing rapidly.While customizing the out-of-the-box solutions can pose performance challenges, this book provides a fail-safe system with proven best practices, tools, and precise metrics to enhance performance and scalability for efficient outcomes.Kicking off with an overview of the Salesforce Industries Vlocity platform and OmniStudio, you’ll explore the tools and techniques used to manage code and measure performance. Delving into performance optimization, you’ll uncover methods for improving performance in OmniStudio's Service Layer (Integration Procedures and DataRaptors) and Presentation Layer (OmniScripts and FlexCards). Further, the book will guide you through achieving maximum performance by leveraging best practices in both layers.By the end of this book, you’ll have mastered the intricacies of Salesforce Industries on the Vlocity OmniStudio Platform, enhancing your skills to navigate and optimize tailored solutions effectively.
Lars Malmqvist
While Salesforce is a powerful platform, it is prone to common pitfalls that can result in suboptimal performance, increased costs, and reduced user satisfaction. Known as anti-patterns, these problems can arise from design flaws, poor implementation choices, or a lack of understanding of best practices.Written by a seasoned Salesforce professional and 33-time certified Salesforce Certified Technical Architect, this revised edition will teach you how to identify and avoid common issues, optimize your Salesforce architecture, and ensure successful implementation. This second edition is updated with a comprehensive exploration of Salesforce, along with the addition of the most common Salesforce anti-patterns, providing in-depth analysis and practical solutions. These key learnings will further refine your skills to help you build more robust, scalable, and efficient Salesforce architectures. The chapters offer an expanded coverage of emerging technology trends such as AI and DevOps, updated examples, and additional case studies to ensure that you have the latest information and insights.By the end of this book, you’ll have gained the confidence and expertise needed to design and implement effective Salesforce solutions.
Mike King
There’s a huge demand on the market for Salesforce professionals who can create a single view of the customer across the Salesforce Customer 360 platform and leverage data into actionable insights. With Salesforce B2C Solution Architect's Handbook, you’ll gain a deeper understanding of the integration options and products that help you deliver value for organizations. While this book will help you prepare for the B2C Solution Architect exam, its true value lies in setting you up for success afterwards.The first few chapters will help you develop a solid understanding of the capabilities of each component in the Customer 360 ecosystem, their data models, and governance.As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You’ll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond.Once you’ve mastered the core knowledge, you'll also learn about tools, techniques, and certification scenarios in preparation for the B2C Solution Architect exam.By the end of this book, you’ll have the skills to design scalable, secure, and future-proof solutions supporting critical business demands.
Mike King, Melissa Murphy
In today’s competitive landscape, the ability to create a unified view of the customer and turn data into actionable insights is a game-changer for businesses. With Salesforce B2C Solution Architect's Handbook, you’ll gain a deeper understanding of the integration options and products that help you deliver value for organizations. The book will guide you through the tools, techniques, and scenarios needed to confidently tackle the B2C Solution Architect exam. You’ll start by building a robust understanding of each component within the Customer 360 ecosystem, diving into their capabilities, data models, and governance structures. As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You’ll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond. By the end of this journey, you’ll not only be prepared to ace the exam but also to excel as a Salesforce B2C Solution Architect, ready to shape the future of customer engagement.
Paul Goodey
Salesforce’s winter ’19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform.This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You’ll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it’ll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you’ll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You’ll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience.By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM.
Krzysztof Nowacki, Mateusz Twarożek
Do you aspire to be a successful Salesforce administrator or consultant? If yes, then this step-by-step guide is for you. Written by certified Salesforce professionals, the Salesforce CRM Administration Handbook will take you through the intricacies of Salesforce, covering objects, records, automation, and much more while also prepping you for the Salesforce certification exam.Starting with an overview of the capabilities and limitations of Salesforce, you’ll progress toward a holistic understanding of system architecture with real-world examples, including workarounds that enable the successful completion of projects. As you delve deeper, you’ll learn about the fundamental concepts of a CRM system, its purpose, and the pivotal role of an administrator in the Salesforce lifecycle. You’ll also explore the basic structures of the entire Salesforce system and navigate confidently through the intricacies of security, automation, and reporting in the Sales/Service Cloud.By the end of this book, you’ll have the confidence you need to navigate Salesforce’s backend seamlessly, implement configuration changes effortlessly, and communicate fluently in Salesforce terminology.
Mohith Shrivastava, Mohit Shrivatsava
Sharif Shaalan
Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment.You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce Administrator.By the end of the book, you'll have learned how to use Salesforce effectively to achieve your business goals.
Kerry Townsend
Salesforce Sales Cloud is a system rich in functionality, addressing many sales business challenges such as sales productivity, forecast visibility, and sales enablement. However, unlocking the full value of the system and getting maximum returns pose a challenge, especially if you’re new to the technology.This implementation handbook goes beyond mere configuration to ensure a successful implementation journey. From laying the groundwork for your project to engaging stakeholders with sales-specific business insights, this book equips you with the knowledge you need to plan and execute.As you progress, you’ll learn how to design a robust data model to support the sales and lead generation process, followed by crafting an intuitive user experience to drive productivity. You’ll then explore crucial post-building aspects such as testing, training, and releasing functionality. Finally, you’ll discover how the solutions’ capability can be expanded by adding and integrating other tools to address typical sales use cases.By the end of this book, you’ll have grasped how to leverage Sales Cloud to solve sales challenges and have gained the confidence to design and implement solutions successfully with the help of real-world use cases.
Salesforce.com Customization Handbook. Customize Salesforce to automate your business requirements
Rakesh Gupta, Sagar Pareek
Michael Missbach, George Anderson
System SAP jest uznanym zintegrowanym systemem informatycznym do zarządzania firmą. Charakteryzuje się ogromnym bogactwem funkcjonalności i elastycznością, ułatwiającą zmianę skali lub profilu działalności przedsiębiorstwa. Użytkownikami SAP są firmy o różnej wielkości i o różnych modelach biznesu. Szczególnie cenną możliwością SAP jest optymalizacja komunikacji i współpracy z otoczeniem: SAP CRM ułatwia zarządzanie relacjami z klientami, SAP SCM — zarządzanie łańcuchem dostaw, a SAP SRM pomaga w zarządzaniu relacjami z dostawcami. Niniejsza książka pozwala w bardzo krótkim czasie zapoznać się z systemami SAP. Składa się z 24 rozdziałów-lekcji. Przyswojenie materiału każdej z tych lekcji nie powinno trwać dłużej niż godzinę. Ten niezwykle praktyczny przewodnik umożliwia solidne opanowanie podstaw, a następnie zapoznanie się z bardziej zaawansowanymi zagadnieniami. Dzięki temu szybko można zrozumieć, na czym polega planowanie, wdrażanie systemu SAP i korzystanie z niego. Aby umożliwić utrwalenie materiału, każdy rozdział zakończono praktycznym studium przypadku. W książce omówiono: podstawy SAP oraz opis aplikacji i komponentów systemu, instalację systemu SAP w wersji stacjonarnej i w wersji systemu w chmurze, SAP z punktu widzenia biznesu i z punktu widzenia informatyki, najnowsze rozwiązania: bazy HANA, nowy interfejs użytkownika, Software as a Service i inne, operacje biznesowe w SAP, praktyczne podejście do implementacji, migracji i aktualizacji systemu SAP, SAP a internet rzeczy, media społecznościowe, wielkie zbiory danych i inne zagadnienia najbliższej przyszłości. SAP — zostań ekspertem w 24 godziny! Dr Michael Missbach jest dyrektorem Cisco SAP Competence Center. Opracowuje zbiór dobrych praktyk związanych z korzystaniem z aplikacji SAP HANA i innych ważnych usług biznesowych implementowanych w chmurach publicznych i prywatnych. Dr George Anderson jest starszym architektem i dyrektorem programowym w Microsoft Services, specjalizuje się w projektowaniu i implementowaniu ważnych rozwiązań biznesowych SAP i Microsoft Dynamics.
The Art of CRM. Proven strategies for modern customer relationship management
Max Fatouretchi
CRM systems have delivered huge value to organizations. This book shares proven and cutting-edge techniques to increase the power of CRM even further.In The Art of CRM, Max Fatouretchi shares his decades of experience building successful CRM systems that make a real difference to business performance.Through clear processes, actionable advice, and informative case studies, The Art of CRM teaches you to design successful CRM systems for your clients.Fatouretchi, founder of Academy4CRM institute, draws on his experience over 20 years and 200 CRM implementations worldwide.Bringing CRM bang up to date, The Art of CRM shows how to add AI and machine learning, ensure compliance with GDPR, and choose between on-premise, cloud, and hybrid hosting solutions.If you’re looking for an expert guide to real-world CRM implementations, this book is for you.
Victor Dantas, Chris Huntingford
Written by Victor Dantas, a five-time Microsoft MVP, and Chris Huntingford, MVP, Microsoft Certified Trainer, and FastTrack Recognized Solution Architect, this book distills the collective wisdom of two global thought leaders at the forefront of technological innovation. The Power Platform Playbook for Digital Transformation is your guide to strategizing, implementing, and scaling digital transformation using Power Apps, Power Automate, Power BI, Power Pages, and Copilot Studio. It equips you with tools to streamline operations, enhance decision-making, and scale automation without deep coding expertise.Unlike technical manuals that focus only on implementation, this book takes a holistic approach, combining strategy and execution. You’ll learn how to build enterprise-grade applications, automate repetitive tasks, and integrate Power Platform with Microsoft 365, Dynamics 365, and third-party services. Real-world case studies, best practices, and step-by-step guidance equip you to implement governance, security, and compliance while ensuring long-term success.Whether you’re a business leader driving transformation, an IT professional managing enterprise automation, or a business analyst optimizing processes, this book provides a clear roadmap to leveraging Power Platform for scalable, AI-enhanced digital innovation.
Tworzenie doświadczeń klientów. Wydanie II poszerzone
Artur Urbański, Lucyna Dziewa
W świecie nieograniczonej konkurencji postaw na klientocentryczność Klientocentryczność to strategia orientująca działania firmy na potrzeby klienta, czyli tego, kto rzeczywiście ją żywi. To jego decyzje zakupowe: kupić – nie kupić, wrócić po kolejne towary lub usługi – nie wrócić, decydują o przyszłości Twojego biznesu. W zglobalizowanym, cyfrowym świecie handlu wygrywają ci, którzy potrafią odpowiednio zadbać o odbiorcę swojej oferty. Jeśli chcesz należeć do tego grona ― ta książka jest dla Ciebie! Kluczowym zwrotem, wokół którego koncentruje się treść poradnika napisanego przez Artura Urbańskiego i Lucynę Dziewę, jest customer experience (CX), co definiuje się jako wszystkie doświadczenia, emocje i wrażenia klienta, jakie pojawiają się u niego w trakcie korzystania z usług lub zakupu produktów. W drugim wydaniu autorzy jeszcze mocniej skupiają się na cyfrowych aspektach CX. Znajdziesz tu więc między innymi wskazówki dotyczące zastosowania map doświadczeń klientów w różnych działaniach firm, a także informacje o tym, jak dzięki sztucznej inteligencji poprawić doświadczenie klienta. Poznasz również przykłady użycia kanwy projektowania doświadczeń w projektach cyfrowych. Wreszcie ― dowiesz się, jak korzystać z wiedzy o klientach w projektowaniu systemów informatycznych. Mamy nadzieję, że ta książka będzie stanowiła przewodnik i pierwsze źródło informacji dla wszystkich, którzy chcą ze zrozumienia i lepszego zaspokojenia potrzeb klientów poprzez cyfrowe rozwiązania uczynić swoją przewagę konkurencyjną. ze wstępu
Using CiviCRM. Click here to enter text. - Second Edition
Erik Hommel, Joseph Murray, Brian P Shaughnessy
CiviCRM provides a powerful toolbox of resources to help organizations manage relationships with constituents. It is free, open source, web-based, and geared specifically to meet the constituent relationship management needs of the not-for-profit sector.Beginning with broader questions about how your organization is structured, which existing workflows are critical to your operations, and the overarching purpose of a centralized CRM, the book proceeds step by step through configuring CiviCRM, understanding the choices when setting up the system, importing data, and exploring the breadth of tools available throughout the system. You will see how to best use this software to handle event registrations, accept and track contributions, manage paid and free memberships and subscriptions, segment contacts, send bulk e-mails with open and click-through tracking, manage outreach campaigns, and set up case management workflows that match your organization’s roles and rules. With specific emphasis on helping implementers ask the right questions, consider key principals when setting up the system, and understand usage through case studies and examples, the book comprehensively reviews the functionality of CiviCRM and the opportunities it provides.With this book, you can help your organization better achieve its mission as a charity, industry association, professional society, political advocacy group, community group, government agency, or other similar organization and position yourself to become a power user who efficiently and effectively navigates the system.
Working with Odoo 11. Configure, manage, and customize your Odoo system - Third Edition
Greg Moss
Odoo is an all-in-one management software that offers an array of business applications, forming a complete suite of enterprise management applications. Odoo 11 comes with advances on usability, speed, and design.Working with Odoo 11 starts with how to set up Odoo, both online and on your own server. You’ll then configure the basic company settings required to quickly get your first Odoo system up and running. Later, you’ll explore customer relationship management in Odoo and its importance in a modern business environment. You'll then dive into purchasing applications with Odoo, learn some of the primary functionalities of ERP systems for manufacturing operations, and use analytic accounting to provide better reporting. After that, you'll learn how to work with Odoo for mobile, and finally, you will walk through the recent Odoo 11 features with respect to the community and enterprise edition, giving you a complete understanding of what Odoo can do for your business.