Getting started with Salesforce CRM
Here are a few tips to help you get started.
Overview of Salesforce CRM
All your business contact data in one place, accessible from anywhere.
Overview: Watch it | Read it
Track your customer interactions
Keep track of your calls, emails, conversations, meetings, tasks ...
Activities: Watch it | Read it
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
Manage all your documents online
Store presentations in your Content Library and share online with colleagues and prospects.
Content Library: Watch it | Read it
Import your data
Import your data from Gmail, ACT!, and Outlook.
Gmail: Watch it | Read it Outlook: Watch it | Read it ACT!: Watch it | Read it
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