Introduction to CRM and Salesforce
Friday, February 9
9:00 am — 12:00 pm
Residence Inn - Marriott 570 Arsenal Street, Conference Room, Lobby, Watertown MAP
Cost: $70 ($65 + $5 materials fee)
Presenter: Lee Daum
SalesForce has become today’s product of choice in workplaces using Customer Relationship Management (CRM) software, especially with firms where sales, marketing, and customer support are crucial. Non-profits are also utilizing Salesforce for fundraising, managing donor relations and providing compelling data for grant submissions. Today it’s crucial to know how to use CRM type software to stay productive in your role.
This workshop is designed for people new to Salesforce. It introduces you to CRM and to Salesforce.com, a CRM software product that allows you to share customer information across the organization and between external stakeholders. You’ll gain introductory-level skills and master the basic practices, strategies, and technologies that organizations use to analyze, manage, and improve their relationships with customers. Knowing Salesforce’s innovative platform of business applications will help you stay on the cutting edge of cloud, mobile, social, and data science technologies. When you learn the fundamentals of using Salesforce and CRM, doors of opportunity open for you.
In this workshop, you’ll learn:
- How specific organizations are using CRM – and their results
- What areas of business CRM impacts
- Guiding principles of CRM & Salesforce
- How to get started with Salesforce
- How to create Accounts, Contacts, and Leads in Salesforce
Lee Daum has been a user and administrator on many different CRM packages, including Salesforce.com, Vantive, Microsoft CRM, and Sugar CRM. He was one of the first people to recognize the value of CRM and to embrace it. He’s also a passionate software and professional services sales executive with a successful track record of selling complex software systems and services to Fortune 1000 companies. A skilled presenter, Lee has been able to instruct all levels of CRM and Salesforce users, from senior executives to hands-on sales professionals.