What is Salesforce and what is a CRM system? In this course, learn how to use a CRM system and what a CRM system does to help you, your sales team, and your sales organization.
- [Woman] I've been using Salesforce for over 15 years and in that time, Salesforce has really transformed as a company. When I first started using Salesforce, it was a fairly simple CRM system. But Salesforce has grown, acquired many companies, and now serves a wide variety of industries and really allows users to manage all of their data in one area. Salesforce calls themselves the number one customer relationship management or CMR platform, but what is CRM? As I mentioned before, CRM stands for customer relationship management.
But what does that mean? I'd like to break it down and say it's really managing customer relationships or to make it even more simple, keeping track of your current and future customers. If you work in sales and you're not using a CRM system you're probably keeping track of all of the data that you have in different places. In a really complicated spreadsheet, you might have some information in a calender system, even some information in an address book. What Salesforce does is they take all of that data and all of those systems and combine it in one place.
So, to give you an example, you can see right here there's a visual representation of your pipeline, your quota analysis and history is on the right, and what that boils down to is spending less time working in spreadsheets and more time actually selling.
Christine Pereira walks through the entire process from start to finish as she illustrates the sales flow through Salesforce. She shows how to create leads, convert leads into opportunities, track tasks, build simple reports, and create dashboards to visualize the sales pipeline. Follow along and discover how to use this powerful tool to make your job easier.
- Navigating Salesforce
- Customizing your profile
- Creating accounts and contacts
- Using lead and opportunity reports
- Completing tasks and adding follow-ups
- Improving data quality
- Using Salesforce on mobile devices
- Customizing reports
- Building dashboards