Where Can You Get Proper SalesForce Tutorial

by Emily on September 5, 2015

in Articles

salesforce-logoIf you’re wondering about SalesForce, it’s a brand of Customer Relationship Management (CRM) software that lets you enter detailed information that you can then use to spot trends. If you’re like most people who only show up for work every day, you don’t need it, however, if you have a sales force composed of at least five people who each bring in thousands of sales per month, you will need it.

Unfortunately for you, there’s a learning curve to using SalesForce. In other words, you need to learn how to use it. Fortunately for you, there’s such a thing called SalesForce tutorial that can help you use this tool properly. Remember, it’s not what you’ve got, it’s always, always about how you use it.

So, where can you get a proper SalesForce tutorial? We have two words for you: Getting Started. What we’re referring to here is the Getting Started program that you can see in the user interface. It’s a great tool to help you and your sales team set up your accounts so that you are in sync and on the same page. There are actually four steps to customizing your own SalesForce accounts: Preparation, Creation, Enabling and Deployment.

Salesforce Tutorial – Lets Log On!

Those four words will make sense to you when you login to your account. Try to find it on your dashboard.

Another great learning resource are the live webinars, which offer great opportunities for learning how to use the cloud-based software in the real world. In a live webinar, you can heard different SalesForce experts share what the best practicing are for using the software. You can listen and learn from the expert users who managed hundreds of SalesForce deployments. The webinars are a weekly thing and you can sign up to join them.

These webinars are readily available on the SalesForce official website and you can watch them on-demand and share them with your team. There are also walk-throughs and recorded demonstrations that explore key product features that would be very useful to you.

But webinars and other official resources aside, you can also get a lot of information from users who have uploaded how-to videos on Youtube. You can search for them on the website and check out which ones are really useful.

As we said before, SalesForce is really just a tool for helping you manage the statistics of your sales force. From detailed information that’s inputted daily, the software will then gather them to show a summary on your dashboard.

For us, without the analytics feature on the dashboard, this software is really worthless. Why? Without, what you will get is only information, and information that you will struggle to make sense of.

With analytics, you can point to information at a certain point in time so you can spot trends. With the help of a good Salesforce tutorial and a few clicks, you can also configure the software so that it shows to types of data, which you can then analyze to determine how one affects the other.

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