SalesForce is a brand of Customer Relationship Management (CRM) software that’s fast becoming the standard in sales across the different industries. It does take some effort to learn how to use it, but fortunately for you, there are tons of resources out there that teach you how to customize SalesForce for your team.
In this article, we’re going to tell you the best sources of information on how you to do just that, that is:
How to Customize SalesForce
When you login to the website where you can access the user interface, find that section that says How To Get Started. It will teach you everything there is to know about properly setting up the software and customizing it.
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Of course, if you’re like most customers, you don’t just want to know the basics, you want to know how you can actually use it to so you can get an unfair advantage over your clients. To that, we suggest that you use sign up for the weekly SalesForce webinar. During webinars, expert users are featured and from there you can learn what are the best ways to using this cloud-based software, so you don’t just get numbers, you also get useful information that tells you where you business is at and how you can take it to the next level.
These online seminars are easily found on the SalesForce site, and you may see them and share them with your staff. In addition to webinars, there are also step-by-step walk-throughs and recorded demonstrations that explore crucial product or service features that could be very helpful to you.
Along with webinars and other official sources of information, you may also learn from user that have uploaded how-to video tutorials on Youtube.
SalesForce is really just a tool for helping you manage the statistics of your sales force. From detailed information that’s inputted everyday, the program will then accumulate these to show a summary on your own dashboard.
For all of us, in the absence of this analytics function, this software program is definitely ineffective. Why?Because data is only useful when you can gain insights from it.
With SalesForce analytics, you can tell right off the bat how your business doing for a single time frame. You can configure the application so that it displays different types of data, so you can assess how one type of data can affect the others.
While it’s obvious that SalesForce is not the only software of its kind, we think it should be the only that people should use. Why? For one, it’s web-based meaning there’s software that needs to be downloaded and synchronized across different computer machines.
Also, it’s not terribly expensive, and for five users you can use it for less than $30 per month (billed annually). If you’re still not sure if you should use it or don’t know how to customize Salesforce yet, you can use it for free for one month, which is enough time to determine if you will subscribe to the service or not.