Summary  
This chapter highlights the limitations of manual spreadsheet-based workflows and demonstrates the need for a centralized, automated system to manage customer records, coordinate team processes, and enable data-driven segmentation and automation.

General domain of usage  
Customer relationship management for an e-commerce delivery service.

## EcoMarket Deliveries: a Practical Case Study

To make our learning experience practical, we'll follow the journey of a fictional company called **EcoMarket Deliveries**.

What challenges does EcoMarket Deliveries face with Google Sheets for customer data management?

How does the LACK of customer segmentation impact EcoMarket Deliveries' marketing efforts?

Dies ist ein Einführungskurs für Anfänger, die bisher noch kein CRM verwendet haben, Salesforce jedoch als zentralen Bestandteil ihrer Arbeit nutzen müssen. Zu den Zielgruppen gehören Business-Analysten, Marketer, PR-Fachleute, Content Writer und alle, die in unterschiedlichen Funktionen mit Salesforce arbeiten können (ein Marketer könnte sich auf die Qualifizierung von Leads konzentrieren, ein anderer auf den Abschluss von Opportunities, ein weiterer auf die Verwaltung des E-Mail-Zeitplans). Immer mehr dieser Berufe erfordern Kenntnisse in Salesforce (oder anderen CRMs), was eine Hürde bei der Einstellung darstellt.

You'll get crystal clear on why Salesforce is such a game-changer for businesses by diving into a relatable real-world scenario. Through the story of EcoMarket Deliveries, you'll explore the common pain points businesses face without a structured CRM system—from disorganized data to missed opportunities—and discover exactly how Salesforce solves these challenges with powerful, streamlined solutions.

How does Salesforce improve customer data management at EcoMarket Deliveries?

Why is customer segmentation an essential feature for effective marketing?

In what way does Salesforce streamline customer service operations?

How can Salesforce help EcoMarket Deliveries make data-driven marketing decisions?

Learn to navigate and customize the Salesforce interface while mastering key concepts like leads, opportunities, accounts, and contacts. Tackle real-world challenges with EcoMarket Deliveries, from adding new leads manually to bulk importing them efficiently. Gain practical skills to qualify and convert leads, moving them through the sales funnel to drive business success.

Learn to turn prospects into customers using EcoMarket strategies, understand what opportunities signify, and get hands-on with creating and editing opportunity records. Explore sales stages for revenue forecasting and discover how to associate products or services with deals to enhance your sales workflow.

Learn to set up Salesforce Service Cloud, manage cases, and leverage the Knowledge Panel for enhanced customer support.

Discover how to segment emails, apply advanced filters, and automate communications using Merge Mail. Improve response times and maintain consistency in messaging with Salesforce's built-in email optimization features.

Master Salesforce reporting and analytics by creating reports, dashboards, and leveraging data insights.

Problems Faced Without a CRM

EcoMarket Deliveries: a Practical Case Study

1. What challenges does EcoMarket Deliveries face with Google Sheets for customer data management?

2. How does the LACK of customer segmentation impact EcoMarket Deliveries' marketing efforts?

Awesome!

Problems Faced Without a CRM

EcoMarket Deliveries: a Practical Case Study

1. What challenges does EcoMarket Deliveries face with Google Sheets for customer data management?

2. How does the LACK of customer segmentation impact EcoMarket Deliveries' marketing efforts?