Make the most of your free trial.

To-do lists and resources for every stage.

Start instantly.

Take the first steps towards staying connected with customers and prospects.

Connect your email and calendar to Salesforce Essentials.
Import your spreadsheet data.
Download the Salesforce mobile app.
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Learn how to get started with Sales in Essentials.
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Take the Sales Essentials Features Trailhead module.
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article
sales

Why CRM is better than spreadsheets.…

Customer Relationship Management (CRM) software offers more than standard spreadsheets.…

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Increase productivity.

Make Essentials extra efficient for yourself and your team.

Create a mass email list to send customized emails to your customers.
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Watch the tutorial on sending mass emails.
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Create an email template to save time & standardize your customer outreach.
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Watch the tutorial for creating email templates.
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Set up automation for common, repetitive, & multi-step tasks to save time.
article
marketing

Best practices for sending mass emails to your customers.…

Many small business owners can feel anxious about sending mass emails.…

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Deliver faster support.

Connect multiple support channels for excellent customer service.

Connect your chat and social media channels to Salesforce Essentials.
Set up web chat.
Set up Facebook Messenger.
Set up custom help articles.
Publish them to a self-service help site.
Learn how to get started with Service in Essentials.
watch video
Take the Sales Essentials Features Trailhead module.
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Sell smarter.

Customize your sales process to close faster and grow your business.

Customize the sales process to fit your business.
Take the Customize Sales Cloud Trailhead module.
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Learn how to create Custom Fields.
Attend the Reports and Dashboards virtual workshop.
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Grow & build out your business.

Take advantage of the many resources and apps available for Salesforce Essentials.

Check out all of the virtual workshops.
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Take the available modules on Trailhead.
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Explore the full collection of Essentials apps.
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