Professional Development Collaborative

Training Today’s Professional for Tomorrow’s Workplace

Introduction to CRM and Salesforce

Friday, June 16

9:00 am — 12:00 pm

Career Source Career Center  186 Alewife Brook Parkway, 3rd Floor, Cambridge MAP

Cost: $60   ($55 + $5 materials fee)

Presenter: Lee Daum

Salesforce has become today’s product of choice for Customer Relationship Management (CRM) software. 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.


  • How specific organizations are using CRM – and their results;
  • What areas of business CRM impacts;
  • Guiding principles of CRM and Salesforce;
  • How to get started with Salesforce;
  • How to create accounts and leads in Salesforce.

This workshop is designed for people new to Salesforce.


Lee Daum, has been a user and administrator on many different CRM packages, including, 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.