How to Use Salesforce: 3 Tutorials
Read content specific to Salesforce. Discover how to get started, browse popular zaps, solve common problems, and more.
One of the features that makes Salesforce one of the most powerful Customer Relationship Management (CRM) platforms is its robust reporting and data visualization. Reports and dashboards in Salesforce help businesses get the most out of their customer and sales data: You can gain granular insights into things like the...read more
When it comes to customer relationship management (CRM) software, Salesforce is one of the most powerful and flexible platforms on the market. Businesses can manage their entire sales cycle in Salesforce, track leads and contacts, generate in-depth reports about customer segments, and much more. But it's easy for those new...read more
As a cloud-based customer relationship management (CRM) tool, Salesforce was originally designed to help businesses keep track of sales-related data like leads, contacts, accounts, quotes, deals, and opportunities. The platform has evolved in scope and functionality over the years to help users conduct an expanding range of activities. Even with...read more