Join Chris Mattia for an in-depth discussion in this video Understanding the core object relationships, part of Salesforce for Small Business.
- Now, before we dive in to setting up SalesforceIQ,…let's take a minute and talk about…the core objects in IQ and how they relate to each other.…Now, the central core of IQ are lists.…Lists represent the workflows, pipelines,…and funnels of your business.…Lists contain all of the relevant data…that you and your team needs to be successful…in managing the relationships of your customers…along whatever stage of your customer life cycle…in a particular list represents for you.…
These data may include customer details,…collaborative internal notes, communication logs,…and handoffs of customers between sales reps or teams.…For example, if you run a small consulting business,…then your customer pipeline will likely include…collecting leads on new customers that would be interested…in the products or services that you provide.…Then, identifying specific opportunities…where your products or services would be of value to them.…Negotiating the terms of a contract…and then signing the contract to begin work.…
All of these data would be contained…
- Creating a SalesforceIQ CRM account
- Adding team members
- Creating contacts and accounts
- Editing profiles
- Creating and customizing lists
- Using the stream view
- Scheduling tasks and meetings
- Creating event and meeting logs
- Creating filters
- Running reports
Skill Level Beginner
1. Getting Started with Salesforce for Small Business
Adding team members3m 2s
2. Accounts and Contacts
3. Lists and Views
4. Tasks and Workflows
5. Filters and Reports
Next steps2m 31s
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