29 Mar 2016

SFDC Functionality- Contact Management

Contact Management is Carried out using felicities found in Contacts Tab.In Contact Management.the  Sales Team contains peoples such as Purchases and Key decision Makers.For Market Teams,Contact Management includes Managers,CEO's and Other influences. 

Contact Management provides users to store:
===View Filters------->To maintain Filter conditions and Manage the Filters.
===Sort Records------>Sorting the Records order and Provide Operations.
===Edit Records------>Edit the Records and provide Conditions to manage Operations.
===Delete Records--->Delete Records of what you want not necessary to the Objects.
===Information--------->Find the Information provide by Contact Object in Contact Management.

Each Contact is Recorded with Deals such as:
 ----Title
 ----Date of Creation
 ----Contact Details  and 
 ----Modifications

Contact Manager Edition – Manage Customer Interactions in the Cloud:
Contact Manager Edition enables any company to jump-start their business by tapping into the power of the cloud and provides users with a wealth of features including:

  • Contacts and Accounts – With Contact Manager Edition, users can store and manage all contacts and accounts in the cloud. Now users can access this vital information regardless of location - all you need is an Internet connection.
  • Outlook and Email Integration – Now, anyone using Contact Manager Edition can easily track email communications from Microsoft Outlook, Email, Yahoo or any email system, keeping a complete record of customer interactions for better sales execution and improved customer satisfaction.
  • Reporting - Run pre-configured and customized reports on your contacts, accounts and associated activities to gain powerful insights.
  • Customization – Contact Manager Edition is a solution that can be tailored to fit a user’s unique needs. Users can customize Contact Manager Edition to track the data that is most important to them.
  • Google Apps – Companies using Contact Manager Edition benefit from an out of the box integration with Google Apps, combining essential applications for productivity (email, calendaring, documents, spreadsheets, presentations, instant messaging, video) and CRM.  This combination introduces an entirely new way for users to communicate, collaborate, and work together in real time over the Web.