Salesforce CRM Full Training Tutorial For Beginners | 2022

In this video I explain how to use the key features inside Salesforce CRM.

00:00 - Intro
00:49 - Home
02:33 - Leads
09:42 - Accounts
13:22 - Contacts
14:32 - Opportunities
19:53 - Cases
24:19 - Tasks
26:14 - Calendar
27:50 - Reports
29:44 - Dashboards
31:15 - Campaigns
33:38 - General Admin
39:39 - Outro

Telephone: [phone]

CRMCrew provides CRM training solutions for businesses around the world. We offer bespoke online video training courses based on your CRM system & business processes, as well as 1-1 and group training. We also provide valuable free training content on our YouTube channel.

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[anamsaifi]

You explained the concepts clearly and concisely, making it easy to follow along. I really appreciate how you covered everything in such a short amount of time. Thanks for sharing this helpful content! 🙌

[DesiTalesUSA]

I am very new to Salesforce and can’t imagine that I have learnt it by watching just a single video. Hats off to you for making such a perfect and an easy to understand video for beginners like me.👍

[StevieSaysHey]

11.5k views and only 261 likes?? Crazy. This was an absolutely helpful tutorial and walkthrough of a standard Salesforce Sales dashboard. Super clear, straight to the point, and gives any newbie a ton of info. Thanks for offering this, subscribed!


Edit: I totally forgot I left this comment but wanted to shout out - I got the client who asked about needing an assistant with Salesforce knowledge and been working with them since 2022, so THANK YOU! ❤

[barbarashapiro]

Wonderful! Easy to understand and to go to sections that pertain to what you need to know. Happy to see you work within the platform several times (many presenters don't provide enough visuals). Thanks, Nick!

[williamsatish]

I have 1.6 years in CRM dynamics and my organization wanted me to suddenly Salesforce as there is a new project coming up, your video was good enough for me to understand.

[thejayeshmuley]

Hi Nick, Being in sales I'm familiar with all the terminologies but I'm new to salesforce. The way you did the presentation is absolute perfect and very simplified. Keep up the hard work man !

[hassenahmed]

Thank you so much Nick, this video was on point and very much helpful. The details on each par and how you broke it down was just so helpful. Thank you again and again!

[rickyfno]

I just needed a quick refresher and this was great! You are great. Very simple and easy to understand but yet very detailed. You have a great voice and pace. Thank you.

[danengeljr]

I'm considering working for Salesforce. Watching these videos definitely help me understand the job and company. Thank you for making them.

[bridgeth]

Excellent video! Very clear and succinct. I have never seen Salesforce before and had no clue what kind of company it was, and now, thanks to your video, I feel like I could walk into any job and begin using it. Thank you!

Incidentally, it looks like a great product! I have worked several jobs where we tried to use Excel to capture sales lead info and it was a clunky and clumsy way to capture this process, to say the least. Salesforce looks like they have captured the entire sales process perfectly.

[asifadnan]

THANK U SO MUCH, NICK. NOW I CAN ADD SALESFORCE CRM IN MY RESUME AS A QA TESTER.

[jabronirigatoni]

I have become a QA tester within my company, which is switching from old legacy systems to Salesforce and puts me in a weird position where i dont mnow this new system i will have to test for. I have been doing auto training by myself for about a week, and watching this video has unlocked knowledge for me, it all just clicks now, plus all the training i was doing was mostly setup stuff, but i could not wrap my brain around how Salesforce works, this was the base knowledge i needed.

I will also recommend to my manager that they add this video as part of training for new users. Thanks for the video!

[charrylee]

Thank you for your video. You saved me lot of time to know such a complicated system within a short time. You saved my interview. :)

[tommyreece]

Absolute great overview. Wonderful style and delivery for teaching.

[dihett]

So well-done. Thank you. I have used SF in the past but it's been a while and this was just what I needed.

[lexminikins]

This video was so useful. Your training and walkthrough was pitched at the right level for me for a refresh as it's been a while. Thanks, top content!!

[melissas.]

This video was amazing! The last time I worked with SalesForce was in 2018. The new company I'm currently interviewing with just started using the system so that's another leg up for my prospects.
Nick, you have greatly updated my knowledge from the changes made within the past 4-5 years. I look forward to watching more tutorials. If I get the job or have an opportunity in the followup interview thank you note, I'll be sure to forward them your information. Thank you so much!!

[karinetekelch]

I’m so happy I found your video, I’m new to salesforce and trying to study and understand as much as I can before my first exam😅
Thank you so much!

[claudiaramirez]

Thank you for being straightforward and delivering exactly what we need to understand the basic UX! You just earned a new subscriber :)

[romijaiswal-]

Really a great training video. Thanks a lot for taking out time and helping those who are need of knowledge for CRM and SalesForce. God Bless you. I subscribed to your channel and will also recommend others who are in need for help with CRM and SalesForce. 5 stars for you 🥰. I got to learn a lot from it and will go through all of your videos