MicroNugget: Salesforce Basics & Overview | CBT Nuggets

In this video, CBT Nuggets trainer Jim Anthony explains the customer relationship management (CRM) tool Salesforce. Jim covers Salesforce basics and provides an overview of the tool. Follow along and get an idea of what Salesforce can do for your leads and sales.

When you hear Jim explain it, the world of business just makes perfect sense: a salesperson sells things. Those things are usually stuff, and stuff is important because that’s what you sell to people. And people often work for companies.

And those companies tend to have projects and initiatives, so there’s information about those projects and initiatives that you need to keep organized. The more information about those companies that you have, the better.

But you also need that information organized so that you don’t have information about a different company’s initiatives associated with the wrong company.

Keeping track of the people, the companies, their initiatives, and all the stuff you can sell them to make their problems go away is complicated – but that’s why Salesforce is great.

Watch as Jim navigates the customer relationship manager and shows you why you need to be using Salesforce to keep all the parts of your business straight.

0:30: The simple relationship between you, your stuff, your customers, their companies and their initiatives and projects
1:20: Your boss wants forecasts, reports and analysis so they can make expectations
2:10: Seeing Salesforce first-hand
3:30: Using the Chatter tab
4:05: How Salesforce helps you organize your information
5:35: Organizing Leads in the Leads tab
6:15: Understanding the profile of each lead
8:15: Converting Leads into Accounts, Contacts, Opportunities, and more

Start learning with CBT Nuggets:

[robertjennings]

This has been extremely informative. Keep up the great work. I especially love that drawing and explanation at the beginning. Cool!!

[cbtnuggets]

Glad you liked the video and thanks for the feedback.

[kikezulia]

I just love your video! Perfect!! Fits perfect for my team!

[loganwestberg]

The best explanation of Salesforce I’ve seen

[cbtnuggets]

Thanks for the feedback! Glad you liked it.

[tracyedwards]

Look forward to utilizing the Salesforce Platform in our company. Great video to understand the very basics of a solid business building tool.

[richiehobagger]

Really well done. Just what I was looking for to get an overview.

[aishwaryasridhar]

Really liked the presentation!!! Exact;y the way I do!

[TheTraumaFactor]

This is GREAT! at first I thought the Voice was Jeremy C. from the Cisco trainings!!  Is there any Salesforce development/ administrator training offered by CBT nuggets?

[TonyCharity]

What is the application that is shown at 0:09 seconds into the video? Is that a really app? :) It looks very cool!

[BTrichelandfamily]

I was looking for the tool I saw at one time that allows for transparency on hunting "other locations" of the same company name..kind of like cross selling..anyone know what that's called and if there's a video that better explains it?

[rohitagl]

HAha.. You are awesome.. love your style of presentation

[shogunfogun]

If you want to suck up to your boss, and his boss and his boss...use salesforce. Lesson learned.

[oscarmonroy]

basically this dude is talking about managerial and financial accounting

[nicklowiczcomputers]

I used to use this software. Still has lots of issues .. One problem is loosing the ticket when the connection drops

[aishwaryasridhar]

He is Marc Benioff+ Jesersks in Bible !!!!

[cptroger]

greed is bad, it's the downfall of capitalism
great video btw

[managedmarketing]

Accidentally watched this . . . 1 minute of my life (plus 30-seconds for comment) that I'll never get back.

[yalandolan]

The part where you talk about the sales person's stuff, it reminded me of George Carlin's "stuff" piece :)