- [Instructor] As social selling grows

- [指導員]隨著社會化銷售的發展

and becomes integrated into the sales process,

並融入到銷售過程中。

the obvious questions are about metrics.

明顯的問題是關於衡量標準的。

Sales is used to measure everything

銷售是用來衡量一切的

and social is no different.

而社會也不例外。

So what are some of the additional metrics you can measure?

那麼，你可以衡量的額外指標有哪些？

We can measure things like new social media followers

我們可以衡量諸如新的社交媒體追隨者的情況

and subscribers, new leads from social,

和訂閱者，來自社會的新線索。

new opportunities from social,

來自社會的新機會。

close sales from social, and total revenue from social.

來自社會的接近銷售，和來自社會的總收入。

All of these metrics can be easily measured

所有這些指標都可以很容易地測量

in Salesforce reporting.

在Salesforce報告中。

Reports are really an essential feature of Salesforce

報告確實是Salesforce的一個基本功能

and Salesforce has created a lot of options

和Salesforce創造了很多選項

for you to review.

供你審查。

So let's take a look at that now.

所以我們現在來看看這個。

So let's go to the Reports area.

是以，讓我們到報告區去。

You'll see that in this area, Salesforce has already created

你會看到，在這個區域，Salesforce已經創建了

some of the most commonly viewed reports for you.

為你提供一些最常被查看的報告。

There are Opportunity Reports, Sales Reports, Lead Reports.

有機會報告、銷售報告、線索報告。

Salesforce does a good job of creating many

Salesforce很好地創建了許多

of the most frequently used reports.

最經常使用的報告中。

So let's take a look at Opportunity Reports.

是以，讓我們來看看機會報告。

We'll just click here and I want to identify

我們就點擊這裡，我想確定

which of our opportunities came from social.

我們的哪些機會來自於社會。

So you'll see, these are all of the different reports

所以你會看到，這些是所有不同的報告

that Salesforce has come up with.

這也是Salesforce所提出的。

And in my experience, it's always easier to edit

而且根據我的經驗，編輯起來總是更容易一些

an already created report than to create one from scratch.

比起從頭開始創建一個報告，我們更需要一個已經創建的報告。

So here's a great one, Opportunity Sources.

所以這裡有一個很好的，機會源。

What sources are my opportunities coming from?

我的機會來自哪些方面？

So I'm going to click on that

所以我將點擊這個

and you'll see we have some information

你會看到我們有一些資訊

to customize that here.

在這裡定製。

So we can look at the Close Date.

所以我們可以看一下關閉日期。

We can look at the Current Full Year or Full Quarter.

我們可以看一下當前的全年或整個季度。

I'm going to change this to the Current

我打算把這個改為當前的

and Previous Full Year.

和上一整年。

And you'll see you have a lot of options here.

而且你會看到你在這裡有很多選擇。

And then it shows All Opportunities.

然後顯示所有機會。

I want us to go and to look at Closed Opportunities

我希望我們能去看看封閉的機會

and I'll Run the Report.

我將運行該報告。

Now, you'll see I get a quick summary here

現在，你會看到我在這裡得到一個快速的總結

and it shows four records are not attributed

並顯示有四條記錄未被歸屬

to a Lead Source.

到一個線索來源。

We can actually change that if we wanted to

如果我們願意，實際上可以改變這一點

if we talked to our Salesforce admin

如果我們與我們的Salesforce管理員交談

and made it required to add that.

並使之成為必須添加的內容。

That's fairly simple to change.

要改變這一點相當簡單。

We have Web, Phone, we have two leads that came from Social,

我們有網絡、電話，我們有兩個來自社會的線索。

which is great.

這很好。

Now, if we want to see the detail here,

現在，如果我們想看看這裡的細節。

we just go up to show details

我們只是上去展示一下細節

and we'll see a lot more information here.

而我們將在這裡看到更多的資訊。

Now, this is great.

現在，這很好。

These reports are also highly customizable.

這些報告也是高度可定製的。

So if I hit on the customized button,

是以，如果我點擊自定義按鈕。

this brings up a drag and drop screen.

這就出現了一個拖放螢幕。

So I can look at a few different things.

所以我可以看一些不同的東西。

So I have a lot of columns here and scroll down

所以我這裡有很多欄目，向下滾動

and I can take these and I can Remove Columns

我可以拿著這些，我可以刪除列

for example, if I want to, and then I can Add Columns.

例如，如果我想，然後我可以添加列。

So if I want to look at Expected Revenue, for example,

是以，如果我想看一下預期收入，比如說。

I simply hold that down and bring it over, and drag it,

我只需按住它，把它拿過來，然後拖動它。

and that shows up.

並顯示了這一點。

So I have some great information here.

所以我這裡有一些很好的資訊。

I'm going to save this report now.

我現在要保存這份報告。

I'm going to go up here to the Save button

我要去這裡的 "保存 "按鈕

and I can put a Report Description in here.

我可以在這裡放一個報告描述。

And the great thing is that I can save this a few ways.

而最重要的是，我可以用幾種方式來保存這個。

So, first I can save it in My Personal Custom Reports.

所以，首先我可以把它保存在我的個人定製報告中。

That means only I will see it, it's my personal folder.

這意味著只有我才能看到它，這是我的個人文件夾。

I can also save it in Unfilled Public Reports,

我也可以把它保存在未填寫的公共報告中。

which means everyone will have access to it.

這意味著每個人都將有機會獲得它。

If I want to share the report,

如果我想分享報告。

or if I'm creating it for someone else,

或者如果我是為別人創作。

I can put it in there.

我可以把它放在那裡。

And then Salesforce does allow you to create folders

然後Salesforce確實允許你創建文件夾

that are only available to specific people in Salesforce.

只對Salesforce中的特定人員可用。

So I previously created one for a California Team,

所以我之前為一個加州團隊創建了一個。

and that folder is only available to people

而這個文件夾只提供給人們

who've I've assigned access to.

我已將訪問權分配給誰。

So right now I'm going to save it

所以現在我打算保存它

in Personal Customer Reports and you'll see that safe now.

在個人客戶報告中，你會看到現在的安全。

And I can still edit it if I need to, or I can close it.

如果需要的話，我仍然可以編輯它，或者我可以關閉它。

It always gives you a nice reminder, which is helpful.

它總是給你一個很好的提醒，這很有幫助。

And then you'll see it shows up right here.

然後你會看到它在這裡顯示出來。

(upbeat music)

(歡快的音樂)