Are you looking to bring the power of Salesforce to your organization? Whether you are an experienced end user, or completely new to Salesforce, this workshop will show you how Customer Relationship Management (CRM) systems can help you keep better track of prospective clients, manage accounts and opportunities, manage their workflow, communicate with clients, and run reports.
*Lunch will be provided
- What is Salesforce?
- Salesforce vs. CRM
- CRM Benefits
- Improved Informational Organization
- Enhanced Communication
- Automation of Everyday Tasks
- Instant Analytical Data + Reporting
- Integration with Third Party Apps
- Data Available Anywhere (Mobile App)
- Next Steps: Implementation + Ongoing Support
This workshop is for all – from newbies to experienced Salesforce users