Introduction to SalesForce

Introduction to SalesForce

SalesForce is one of the best selling web-based contact management system on the market. It combines the functions of a database, word processing, and scheduling software into a fully integrated package.

Users can schedule Calls, Meetings, and Things To Do using the calendar feature, and be reminded automatically by SalesForce.

Customizable form letters, envelopes, and fax cover sheets are automatically addressed and can be printed, or faxed, from within SalesForce. Various progress reports can be customized and printed to monitor and maximize the use of the user's time.

This course includes tips and short cuts to make maximum use of the software as soon as possible. Over 75% of the class involves hands-on practice. By the end of the course, the participants will be able to:

Introduction to Webware

Launch SalesForce

Lookup contacts by name, company, city, and other standard fields

Edit contact information, correcting and adding data

New contacts, and delete unwanted records

Schedule calls, meetings, and things to do

Clear and record completed calls, meetings, and things done

Write a customized form letter to one or many contacts

Print envelopes, fax cover sheets

Adjust the field variables on form letters and reports

Lookup contacts by constructing your own criteria

Use the phone feature to automatically dial contacts

View today's, tomorrow's, or past things to do

Create and view progress reports and forms

Make maximum use of SalesForce to make maximum use of time.