Find reviews of and resources to learn today’s Digital Marketing Tools.
Free Salesforce Tips and Tricks
Salesforce calls itself the word’s best CRM. In my opinion, it is. It started its success as an extremely efficient and customizable CRM Software for sales, but has recently proven itself to be a great CRM system for marketers and customer service representatives too. Salesforce offers a great end-user experience. It allows you to build various custom reports and dashboards to predict and monitor crucial trends for your sales and service success. Salesforce lets you easily create needed fields and page layouts, and customize visibility according to your unique enterprise business needs. Now with artificial intelligence in Einstein, Salesforce has become the best CRM for building and keeping great customer relationships. Read on to learn more Salesforce for marketers.
Coming Soon!
Salesforce’s Best Features
Free Salesforce Admin Practice Exam
Below are what I find are the best resources for learning Salesforce. You’ll soon learn that Salesforce is very important for marketers.
I don’t list every great resource, so contact me if you would like to know more about how I become Salesforce Admin certified.
- Salesforce Trailhead: This is by far the best training resource. Request a free developer org and use this with the well-built trailhead modules to quickly learn about Leads, Accounts, and Opportunities.
- Salesforce Trailblazer Community: This is also a wonderful resource in general, but the best to get personal answers as you are learning Salesforce. Because Salesforce has such a large community, its users will likely have walked through your same issue. Post to the community and get as many as three responses within three hours.
- Salesforce Ben: This is a great resource to understand Salesforce in general. Salesforce Ben posts enlightening articles to help you understand how Salesforce components operate.
- Certified on Demand: This is a great comprehensive overview of Salesforce. Some tutorials are fre
- e. Pay $50 to access all the tutorials and a partial admin test at the end.
Learn more about Salesforce for marketers from Digital Marketing Techie:
Below are my other resources related to Salesforce as a marketing tool. Stay tuned or subscribe to emails for more information:
The Complete Guide to Marketo Salesforce Campaign Syncing and Reporting
Aligning Marketing and Sales Using Salesforce Lead Lifecycle Reporting
Cracking the Code on Salesforce Campaign and Multiple Campaign Influence Reporting
Image courtesy of MANI via Salesforce Everywhere.