We highly recommend Salesforce.com as a platform for managing customer and prospect data. With its ability to connect your CRM to Twitter and Facebook, you can manage social campaigns, hold conversational data at the record level, measure results and use social data to leverage efforts in other marketing channels. This training will teach you how. Topics will include:
- Becoming conversant in Salesforce for contact and campaign management, analytical reporting and database management
- How to connect with Twitter and Facebook to create your social CRM
- How to set up campaigns in Salesforce to track recipients and responses
- How to segment the CRM for campaign targeting
- How to mass import, update, merge and delete records
- How to customize the Salesforce CRM data fields, page layouts, reports and query screens as necessary to best support your needs
The training will be customized and scheduled to fit your unique needs and marketing niche. Training can be provided at your office or via webinar.
For pricing information, please email or call us at 415.485.6961 with a brief summary of your needs.
