SalesforceIQ is a turn-key solution for small and medium businesses looking for a customer relationship management (CRM) system. In this course, Chris Mattia quickly gets you up and running with SalesforceIQ to manage your customers, sales, services, leads, accounts, and opportunities. Learn how to customize the account settings to meet the needs of your growing business, and build detailed records to track leads, opportunities, and existing customers throughout the sales pipeline. Discover how to track multiple pipelines with lists, and build event and communication logs to make sure everyone on the team has the latest information. Then find out how to build to-do lists with tasks, filter sales data, and run reports to track past performance and build accurate forecasts about future potential.

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Weiterführende Informationen

• Leseprobe

Personen: Mattia, Chris