Salesforce CRM Full Training Tutorial For Beginners | 2022
ฝัง
- เผยแพร่เมื่อ 16 พ.ค. 2024
- Need Help With Salesforce? Check Out - www.crmcrew.com
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
Email: info@crmcrew.co.uk
Telephone: 01494 256996
Personal LinkedIn: www.linkedin.com/in/nick-boardman
CRMCrew LinkedIn: / crmcrew
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 TH-cam channel.
#salesforce
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.👍
Thanks for such a kind comment Nagina, it is greatly appreciated!! I am glad the video helped :)
Hi I'm teaching salesforce within 5 minutes and also posting interview questions that I have faced .
Please give it a view :
th-cam.com/users/shortsShglISzIMOs?feature=share
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!
Best! Thanks a lot Nick!
This is very enlighting. Thank you!
thank you so much for the training.
Very useful. Thoroughly enjoyed learning the Salesforce basics. Thanks much Nick. Great content and excellent narration and walkthrough
Thank you for this!
Thank you so much, Bless you.
Thank you Nick! Incredibly useful!
OUTSTANDING vid and instruction. Thanks so much. You made the subject so clear and understandable.
This was an outstanding introductory session. Sincerely, thank you!
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!
great video, thank you for the information !
Great intro, really helpful - cheers Nick!
Fantastic refresh for me!
This tutorial was BRILLIANT!!! Thank you!!!
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.
Short and comprehensive, thank you!
I'm considering working for Salesforce. Watching these videos definitely help me understand the job and company. Thank you for making them.
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!!
Thank you for this amazing video Nick.
A real eye opener. Thanks for making this video Nick.
This video was SO HELPFUL! Thank you so much for this! Wonderful explanation!
New to Salesforce... easy to understand and thorough, especially with switching careers! Thank you!! :)
Absolute great overview. Wonderful style and delivery for teaching.
This video is amazing! Thanks so much for providing such detailed video and user friendly to learn.
Very clear walk through of the various functionality. Nicely done :-)
Thank u so much I’m new to Salesforce I fought this CRM was hard to use but I learn so much
An extremly useful tutorial for beginner! Thank you for your start guide
Big thanks! I’m starting a new job and this video helped a ton!!!
Exactly the video I needed! So underrated
This is excellent, great video, perfect for a noob, thanks Nick.
Thank you for this. I needed a refresher for a new job coming up!
You made it so simple for a newbie like me..Salute 👍
This was a great refresher. I have not used Salesforce for quite a few years.
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 !
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!!
Good Intro video. Very clear.
Thanks for sharing.
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.
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
THANK U SO MUCH,NICK. NOW I CAN ADD SALESFORCE CRM IN MY RESUME AS A QA TESTER.
Fantastic, truly a top explanation, well done mate
This was a great video for a novice. Very informative and interesting. I also liked the pace. Thank you!
It is really helpful. Thanks a lot for your efforts. You are amazing!!
Superlike. Thanks for helping me add Salesforce to my CV.
Thank you, your video is clear and amazing
Very dry subject matter, but a necessary skill in today's job market and you did a great job brining it to some life here! Cheers
Thank you. I needed this for helping me get a job.
Very beautifully explained. Thanks for this.
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!
Amazing video, Nick! Thank you so much for sharing.
One word. "AWESOME". Loved it! Thanks Nick! I am soon going to watch your other videos as well! 👌✌👍🤩
Great, hard core, hands-on tutorial. The best and simplest and shortest I have seen so far! Liked and subscribed! :) Gonna check your website as well and the other videos as I develop more SF skills. Thank you!
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.
just dropping this comment to thank you for a great presentation, extremely insightful
The video is very useful for my new job. A great guide and I sincerely appreciate
You explained it really well. Thank you. for the detailed Video.
Great video for beginners, very useful to know in and around of SalesForce system as a starter. I am very new to Salesforce and Hats off to you for making such a perfect and an easy to understand video for beginners like me
Excelent introduction to Salesforce! This has been very helpful, thank you! : )
Thank you, Nick
Educative and very simple to understand. Thank you
Thank you for being straightforward and delivering exactly what we need to understand the basic UX! You just earned a new subscriber :)
love the video! so helpful to learn the basics
Nick have been trying on my own, have load leads/account but have been in management for years, and not actually putting in data, just followed reports. Now i need to put more front line info in...this was a super video training....hope to see more thx much...Brian
This was fantastic! Thank you! ❤
I am not English native speaker but this video is well organised in explaining all the details and so easy to understand. I am looking for new marketing job and seems to me salesforce is one of the tools that I need to learn. Thank you for the video.
Best CRM tutorial
video. Learnt so much from this single video
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! ❤
Hahaha thanks for the kind comment!! Really glad the video was of value to you!!
in one year its 8.1K likes, 381k views I guess
@@NickBoardman ,this video was so helpful .Thank you man.
Great video! Quick, thorough, and easy to follow 👌🏿💯
I followed Because of this video @stevie . I must admit that this video is a whole training session about salesforce . I’m a beginner and I’m confident that I will do well on salesforce after watching this video. It sure needs more like ❤😊. Thank you for sharing @NickBoardman
thanks Nick, it was very resourceful and insightful training video on SFDC. Thanks and appreciate it.
Perfect explanation of the presentation. Thank you.
Thank you very helpful and useful recetly got a job doing telemarketing sales and your video was very great learned a lot
This video was very informative. Thank you.
After 3 months of struggling to set up my new charity's NPSP, this video has been invaluable and it was absolutely spot on in terms of what I needed to get started and understand. Thank you so much Nick. One question I have is, is it possible to change/customise the 'Key Roles' options to personalise them to how I need them?
Nick: Hello from Colorado, USA! Very helpful video and a good starting poiint for a newbie like me. Looking forward to watching more of these as I begin my Salesforce journey.
Going for an interview. Just wanted to get familiar with the UI/UX of the salesforce CRM. So far so good. Well explained. Thanks for making this video!
You're a legend Nick. Thanks so much for the training help! This was amazing, will be sharing with other interns.
My absolute pleasure! Thanks for the feedback :)
very helpful thank you Nick
This was incredibly clear and helpful! You make using Salesforce feel accessible and not overwhelming. Thank you so much!
Thanks for the kind comment, Natalie! I am pleased the video was helpful :)
Brilliant presentation.. great presenter
This is such an AMAZING TUTORIAL! Easy to follow, clear and concise! I truly appreciate this video!!!
Hi I'm teaching salesforce within 5 minutes and also posting interview questions that I have faced .
Please give it a view :
th-cam.com/users/shortsShglISzIMOs?feature=share
This is how things should be simple and clear. He additionally made it short and very sweet, I cant remember when I watched a 40min tech tutorial.
Thankyou so much for this , it was immensely helpful and hopefully in the future you can go into more detail for each of the objects
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.
Thank u so much I really enjoyed the easy and clear you explained.I came here due a opening job that mentioned this software CMR.that I didn't know. Thanks help me a lot.before I decide to apply.
This video help me got about Salesforce Good luck man
Great video, so helpful for my salesforce project. new subscriber
to the point video for begineer love it
Really helpful in one video
Excellent video!
Nick, thanks for such a wonderful video... I know that SF its a monster of information and reports however I am glad I bumped into this simple but solid tutorial.
Thanks! Your video is a must-have for anyone who wants to work with Salesforce. But I had to switch to another CRM anyway, because Salesforce is too cumbersome and has a high price, so it's not an option for small businesses. I switched to Flowlu and really enjoy that everything is highly customizable and you can automate not only CRM, but also invoicing. And I like the fact that I don't need 1-hour guides to work with Flowlu, everything is user-friendly.
Have an interview scheduled tomorrow following my referral from the recruiter. Thanks for this video I am confident to say I am now very familiar with salesforce during the interview
Excellent video!! Thank you
Thank you so much, Nick! I have watched several videos on Salesforce and I finally understand thanks to this video. I really thought it CRM was way over my head, but I just needed to find your channel. Subscribed!!
My pleasure, Christina! I am glad the video helped, and thank you so much for subscribing!
It's very helpful and the instruction was created in a smooth flow. Thank you for sharing.
Thank you very much! great video! enjoyed how succinct it was
Thanks for the kind comment, Andrew!
Awesome video! It was absolutely helpful!
I am really glad the video was of value Michelle!
It's amazing bro 👏👏 very useful thank you
Thanks for the vid Nick! What is the difference between leads, contacts, and opportunities?
this was amazing. i watched thsi video once and i know exactly how to use this software. amazing video