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Salesforce CRM

  • CRM user interface guide

    This guide provides an at-a-glance look at Oracle, SAP, Microsoft and Salesforce.com’s user interfaces for their mobile client, Outlook integration and sales dashboards. 

  • Beginning a Salesforce.com CRM or SFA project

    A key success factor for any CRM or or sales force automation (SFA) project is making sure to plan out the project ahead of time. This chapter explains the requirements, schedules and costs that are involved in completing a Salesforce.com project suc... 

  • Salesforce.com for dummies: Organizing reports

    Get tips for organizing reports in Salesforce.com, including step-by-step instructions for naming, exporting and printing detailed reports. 

  • Salesforce.com for Dummies: Web reporting tools

    This chapter from Salesforce.com for Dummies explains in detail how to use, modify, create and organize reports in Salesforce.com. 

  • Salesforce.com for Dummies: Report features and functionality

    Learn about Salesforce.com report features and functionality in this chapter from Salesforce.com for Dummies. 

  • Evaluating sales force automation (SFA) software vendors

    In this section of the sales force automation (SFA) guide, review top vendors and options including hosted SFA to help you decide if SFA is the right choice for your organization. 

  • Sales Force Automation Learning Guide

    This guide introduces the fundamentals of sales force automation (SFA), offers expert advice on SFA and includes content on other sales-related topics, including sales effectiveness. 

  • CRM software demonstration screencasts

    Get a sneak peek at 10 CRM software user interfaces with these software demos. We recorded real-life samples of user interfaces to show how these systems perform basic tasks. 

  • 10. Salesforce.com

    Learn the response to the tenth question in SearchCRM.com's exclusive mobile CRM quiz. Read the answer and more detailed information on mobile vendors and SFA. 

  • User interfaces: CRM-Outlook integration

    Face it, sales reps spend more time in Outlook than any other application. That’s what makes CRM-Outlook integration so important. Compare the major CRM vendors’ email integration here. 

  • User interfaces: Mobile CRM applications

    Ensuring a successful CRM implementation requires a user-friendly, navigable user interface (UI). Compare the major vendor’s mobile UIs here. 

  • CRM user interfaces: Sales dashboard examples

    Sales dashboards provide at-a-glance insight into key metrics, be it the sales pipeline, progress to goal or account activities. These screenshots of sales dashboard user interfaces from several CRM vendors. 

About Salesforce CRM

Get an understanding of Salesforce CRM. Discover how field agents can use Salesforce mobile to with their mobile devices to keep track of reports and events as well as view dashboards. Learn about the different Salesforce apps, including the Do.com project management app and others available on the AppExchange. Compare and contrast SFDC to other CRM systems. Learn about new developments in the Salesforce cloud, including Force.com and determine whether the Salesforce cloud computing platform from Salesforce.com can meet the needs of your CRM team.