Getting started with Salesforce CRM

Here are a few tips to help you get started.

 

buy salesforce crm
Salesforce CRM

Overview of Salesforce CRM

All your business contact data in one place, accessible from anywhere.
Overview: Watch it | Read it

Salesforce CRM

Track your customer interactions

Keep track of your calls, emails, conversations, meetings, tasks ...
Activities: Watch it |  Read it

 
Salesforce CRM

Set up your email to work with Salesforce CRM

Use Outlook? Gmail? Automatically add your emails to Salesforce CRM.
Outlook: Watch it | Read it    Gmail: Watch it | Read it

Salesforce CRM

Customize Salesforce CRM

Create custom fields and custom tabs specific for your business.
Custom Field: Watch itRead it    Custom Object: Watch itRead it

 
Salesforce CRM

Import your data

Import your data from Gmail, ACT!, and Outlook.
Gmail: Watch it | Read it    Outlook: Watch itRead it    ACT!: Watch itRead it

 

See more FAQs & training videos  |  Visit the support community  |  Want more videos? Let us know.

 

Live Chat