Make the most of your free trial

To-do lists and resources for every stage

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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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