Salesforce CRM Full User Training Tutorial

Introduction

• Full tutorial on Salesforce CRM by Nick
• Covers key components like accounts, contacts, leads, opportunities, cases

Home Screen

• Displays various components showing different data
• Useful to see key information immediately upon logging in
• Components include sales pipeline, revenue sources, tasks, events, recent records
• Home screen setup varies based on user role (e.g., sales, support, marketing)

Navigation Bar

• Used to navigate different areas (objects) in Salesforce

Leads

• Access via 'Leads' button
• May need to change view to see all leads
• Leads: Potential business opportunities not yet qualified
• Capture basic information of potential clients
• Create new lead: enter basic info (name, company, contact)
• Lead stages: New, working, qualified/unqualified
• Convert qualified leads to accounts, contacts, opportunities

Accounts

• Represents businesses
• Create new account: enter info like phone, fax, website
• Add all business-related accounts, not just prospects
• Tracks relationships between accounts, contacts, opportunities, cases

Contacts

• Individuals within an organization
• Associated with an account
• Enter details like name, phone, email

Opportunities

• Sales area, move through stages to close sales
• Different stages: Qualification, proposal, negotiation, closed (won/lost)
• Kanban view for visual management of opportunities
• Record activities and track sales progress

Cases

• Manage customer support, resolve issues
• Stages: New, open, pending, closed
• Log details, update status, use knowledge area for solutions

Tasks

• Create tasks associated with accounts, contacts
• Manage task status and priorities

Calendar

• Sync with Google or Microsoft calendar
• Schedule and manage events

Reporting

• Generate reports on Salesforce data
• Access existing reports or create new
• Reports show data like open leads, opportunity pipeline

Dashboards

• Visual representation of data
• Access and refresh existing dashboards
• Useful for monitoring key metrics

Campaigns

• Manage marketing campaigns
• Track campaign status, type, expected revenue
• Associate opportunities with campaigns for tracking effectiveness

General Admin

• Search lists, create/edit views
• Use charts, filters for data visualization

Additional Features

• Favorites: Quickly access important records
• Global actions: Create tasks/events quickly
• In-app help and setup options

Conclusion

• Overview of Salesforce CRM functionalities
• Encouragement to reach out for further training or setup assistance