CCP

VP, Business Development

Any Salesforce Experts/Superusers/Gurus/Ninjas out there?

I moved to a new org a couple months ago and haven't used SF since my job prior to that back in 2015. Looking to get tips on getting my contacts organized and building calls lists/tasks.

Any best practices out there?

🤓 Sales Tech

💽 CRM

10 comments

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Chep

WR Officer

Bitcoin Adoption Specialist

Tbh my company uses salesforce and salesloft and besides updating #s in my salesforce so they reflect correctly in my salesloft I pretty much use only loft

CCP

Opinionated

VP, Business Development

Don't think we have Salesloft, unfortunately. I'm hoping to find someone who uses SF to its fullest but not having much luck so far. Most people use Excel in my org but I want everything centralize for efficiency sake.

braintank

Politicker

Enterprise Account Executive

Youtube is probably your best resource. Salesforce has a lot of short walkthroughs based on specific modules (tasks, reporting, etc.)

Salespreuner

Big Shot

Regional Sales Director

absolutely! 100%

Blackwargreymon

Politicker

MDR

Tbh my company uses salesforce and salesloft and besides updating #s in my salesforce so they reflect correctly in my salesloft I pretty much use only loft

Clashingsoulsspell

Politicker

ISR

I would be if our admins didn't hold us back

CuriousFox

WR Officer

🦊

I would be if our admins didn't hold us back 😒

MR.StretchISR

Politicker

ISR

Tbh my company uses salesforce and salesloft and besides updating #s in my salesforce so they reflect correctly in my salesloft I pretty much use only loft

Mr.Floaty

Politicker

BDR

is this because you represent the Communist Chinese Party or just want to see for funsies?

Cyberjarre

Politicker

BDR

Don't think we have Salesloft, unfortunately.

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CCP

Any Salesforce Experts/Superusers/Gurus/Ninjas out there?

10 comments

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