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SUCCESS WITH SALES CLOUD ESSENTIALS

CONNECT WITH EXPERTS, GET BEST PRACTICES, AND LEARN WITH TRAILS

Plan

Are you ready to connect to your customers in a whole new way? Watch how Sales Cloud Essentials can help your business.

LEARN WITH TRAILHEAD

Get familiar with Sales Cloud Essentials the fun way with interactive tutorials that will help you learn how CRM can boost your business.

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CUSTOMIZE

Getting Started Toolkit

Ready to make every day more productive and help your business grow with Salesforce Essentials? Download this quick overview document to get up and running with three simple steps.

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CONNECT TO EMAIL AND ACTIVITIES

Add relevant emails and calendar events to Salesforce automatically.

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SET UP YOUR TEAM’S SALES PROCESS

Get Salesforce to work the way you work: map Leads and Opportunities to your sales process, track custom fields about your deals, and learn how to set up Accounts and Contacts.

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IMPORT YOUR COMPANY’S DATA

Understand the best practices and tools available to import and manage your data.

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ADD USERS

Learn the basics of user management and how to control access and visibility to your company's sales data.

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Join the Sales Cloud Essentials Community

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TRAIN

TRAILHEAD

Trailhead is a fun way to learn Salesforce! Learn best practices on how to use Sales Cloud Essentials.

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WORK YOUR SALES PROCESS

Get direction on how to add and qualify leads and set goals for your team.

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INCREASE YOUR PRODUCTIVITY

Gain best practices on how to sell smarter and faster with Salesforce.

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What's Next?

You've completed the basics, now you're ready to go to the next level – drive collaboration, go mobile, and get sales closing deals faster. Pick your journey and continue your path to success.

GET STARTED WITH SERVICE CLOUD ESSENTIALS

Your Sales Cloud Essentials license also comes with features to help your support teams collaborate. Resolve cases faster, deliver smarter service, and scale as you grow.

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Get Started with the Salesforce Mobile App

Set up the mobile app that lets you run your business while on the go.

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CONNECT WITH US

Follow us on SMB Twitter where you can connect with others and learn best practices @SalesforceSMB

TWITTER >

Subscribe to our YouTube Channel. Check out our Essentials specific videos to help you through your journey.

YOUTUBE >

Join us for a live session! Check out our Essentials Webinars to learn best practices and ask product experts setup questions.

EVENT CALENDAR >
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Go Further

Check out the Success Journey Hub for our full list of available journeys.

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GOT QUESTIONS?

JOIN OUR COMMUNITY!

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