Скачать или смотреть Salesforce Free CRM Tutorial: How to Get Started with Setup | Free CRM Training Guide

Welcome to the first video in our Free CRM Training series! Master the basics of the Salesforce Free Suite and start managing your customer data with this easy setup guide.

If you're a small business (SMB) looking for a powerful customer relationship management tool or just need a simple Free CRM, the Salesforce Free CRM Suite is always $0 and gives you everything you need to start growing.

In this tutorial, we walk you through a quick introduction to get set up and onboarded with your new account. Learn how to navigate the homepage, set up your first contact, and see how a true Free CRM can replace those confusing spreadsheets.

What You'll Learn in This Free CRM Training:
The importance of the initial quick setup survey.
Navigating the Free Suite homepage and finding suggested next steps.
A quick walkthrough for setting up your first Contact and Account.
Why CRM data is better than using spreadsheets.

TIMESTAMPS
0:00 - Getting Started with Salesforce Free CRM Suite (Your Free CRM)
0:05 - Quick Free CRM Setup Survey: Starting Your Free CRM
0:19 - Your Free CRM Dashboard
0:33 - Quick Tips from Personalized Recommendations
0:45 - How to Add Your First Contact in the Free CRM
1:11 - Free CRM vs. Spreadsheets: Why CRM Data is Better
1:28 - Viewing the Contact Record Page

RESOURCES & LINKS
Start with the Free CRM Today: https://www.salesforce.com/crm/free-crm/
Access the Free CRM Guide: https://www.salesforce.com/crm/free-c...

Watch the Next Video in the Setup Playlist:    • Salesforce for Small Businesses  

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