Part I. Salesforce Basics

Salesforce Basics

In this part . . .

Salesforce is a customer relationship management (CRM) system, but it's different from just about any other software solution you've ever used. Maybe that's because unlike traditional software, Salesforce is a cloud-based service, accessed via the Internet, that requires no software installation on your part; you simply log in as you would any other secure Web site, and you and your company can begin managing your partners and customers.

But that's an oversimplification. Salesforce is different from most other CRM systems. By placing the technology burden on itself, Salesforce allows you to concentrate directly on your business challenges. Its navigation is so simple that you'll actually enjoy using it. Salesforce focuses squarely on you, the user, so you can personalize your CRM system to suit your individual habits and preferences.

In this part, you find details and tips on each of these critical promises. We discuss high-level features of Salesforce and how those features can be applied to typical business challenges. You discover just how easily you can navigate Salesforce and how to personalize Salesforce to manage your business.

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