Your Sales Cloud Free Trial

Welcome to our one-stop resource center for helping you make the most of your Sales Cloud free trial. Use the arrow navigation at the top of the page to get familiar with your free trial in easy-to-digest stages. As you watch the videos, follow along with your own free trial to get up and running quickly.

    Getting Around

    Welcome to Sales for the Social Enterprise™

    Thanks for your interest in the world’s # 1 sales application.

    Over the coming weeks, you’ll be able to walk through a series of video tutorials to help you get the most out of your trial.

    This week, we’ll start with the basics and show you how to navigate around the Sales Cloud. You’ll learn how to get around, what’s on each of the tabs, and how to set up the application just for you.

    Jump to next tutorial >>


    Track Interactions

    Track every customer interaction – all in one place

    Keeping track of all your customer interactions in one place is critical to having a complete 360 degree view of your customer. The more you know about what’s happened, the easier it is to build strong relationships with your customers.

    This week, we’ll show you how to log calls, schedule meetings, send emails, and create tasks from within the Sales Cloud. You’ll see how easy it is to schedule and stay on top of your customer interactions when you can manage everything in one place.

    Jump to next tutorial >>

    Working with Email

    Set up your email to work with Salesforce CRM

    The Sales Cloud comes with a complete set of tools that help you use email to communicate with your prospects and customers.

    In this week’s tutorial, you’ll learn how to integrate with Microsoft Outlook or Gmail, create and use custom email templates, and automatically log emails you receive inside the application.

    Jump to next tutorial >>

    Import Data

    Importing your data

    By now, you’ve got the basics of the Sales Cloud down, so it’s time to bring in your own data.

    We’ll start by showing you how to import your contacts from Outlook, Gmail, or ACT! Then we’ll introduce you to some tools for bringing in data for other things, like cases or solutions.

    Jump to next tutorial >>


    Customize the Sales Cloud

    In this week’s tutorial, you’ll start tapping into the full power of the Sales Cloud.

    You’ll learn how quick and easy it is to customize the application to fit your business. We’ll show you how to create a custom field along with the tools available to customize your page layouts and your sales process.

    Jump to next tutorial >>

    Sign Up
    Call us to get started

    It's time to sign up!

    Over the past few weeks, you’ve had the chance to take the Sales Cloud for a spin. We hope it’s been a great experience…but the best is yet to come!

    When you sign up, you’ll see how the Sales Cloud really impacts the success of your sales organization. You’ll be able to put everything you’ve learned into practice, improving your team’s productivity and overall sales effectiveness.