1. Acquire New Customers and Grow Your Business
Generate leads by advertising your business online with Google AdWords.
Turn those leads into new customers with Salesforce CRM.
Convert leads into Manage customer
Manage the customers relationships
follow-up process Update deal information, Acquire deep knowledge
Log calls, send emails, track opportunity of every account,
Capture leads
from your Web site and update the status of milestones, and record facilitate collaboration,
your leads so that you all opportunity-related and build and maintain
Prospects fill out a Web interactions. strong, lasting customer
People click on never miss an
form, which creates a relationships.
your ad opportunity.
lead in Salesforce that is
When people search routed to your sales
on Google, your ad is team.
displayed and traffic is
Advertise your driven to your site.
business on Google
Take five minutes
to write your ad
and select a couple
keywords—even target
your ad locally.
Measure what’s working
• A real-time view of your business
• A single solution for insight
• Customizable reports

2. Manage Customer Relationships
When you get a call, start by searching Salesforce. You can quickly review the account and see who else at your company has been working with them.
You can then use Salesforce to capture call notes and create a follow-up task if need be.
Gather Insight Update Information
Assign Tasks
By clicking on a contact or Salesforce provides a place
Search Salesforce Often times you’ll need
account, you can view all to log call notes, save
The first thing you want important emails, and to assign a follow-up
their activity history,
A Customer Calls to do is search update information so task for yourself or Follow Up
outstanding follow-up
Salesforce to see what everyone knows where someone else on your
The customer may be items, and other pertinent Assigning tasks in
information is things stand. team.
calling you directly or information. Salesforce improves
available.
they may have been collaboration and
transferred to you. creates true
accountability.
Measure what’s working
• A real-time view of your business
• A single solution for insight
• Customizable reports

3. Streamline Your Service and Support Organization
Effective customer service benefits everyone—customers, agents, supervisors, and the company’s bottom line. Deliver outstanding and consistent
service and support across many channels including phone, email, Web, and chat.
Customer Logs a Case Case Is Routed
When a customer has a Cases can be Gather Insight
problem, they can log a case automatically routed to An agent works the case,
online or call your support a queue based upon reviewing account Find Solutions
team. business rules. information such as The agent can quickly solve
entitlements and activity the case using suggested
history. Case Closed
solutions from the
knowledgebase. The agent
communicates the
solution over the phone
uses an email template
and closes the case. Customer Portal
The customer has 24/7
self-service access to
their case history, the
knowledgebase, and the
online community
through the customer
portal.