Take a tour of your new free Salesforce CRM trial

Welcome to Your Free Salesforce CRM Trial

Hi Jon,

Thanks for signing up for the world’s #1 CRM sales application. We’re here to help you get the most out of your Salesforce trial and to show how you and your team can sell smarter and faster. To get started, let’s take a tour of Salesforce so you can understand how your experience is tailored to you.

Log in and pick one of the walk-throughs to learn how.

If you have any questions at any time, give us a call at 1-800-NO-SOFTWARE (18006676389) We’re here to support you.

Welcome to Salesforce!
Your Salesforce team

Welcome to Salesforce: Verify your account

Dear Jon Kim,

Welcome to Salesforce!

Your user name is below. Note that it is in the form of an email address:

User name: jonkim@vskill.com

You’ll be asked to set a password and password question and answer when you first log in.
Passwords are case sensitive.
Your password question and answer will be used if you forget your password. Make sure to choose a password question and answer that you will easily remember.

To log in now, click

Once again, welcome to salesforce.com!

salesforce.com
The Landmark @ One Market, Suite 300
San Francisco, CA 94105
Phone: (415) 901-7000
Fax: (415) 901-7040

Jon – Your Salesforce Team

Hi Jon,

I saw that you were doing some research around Salesforce recently and I wanted to reach out to see if I can assist at all?

I’m part of your account team here supporting Vodafone and will be very happy to discuss any specific interest you have and provide you with the right resources and support here.

I tried calling but couldn’t get a hold of you. When would be best for a quick 5-10 minutes to discuss this week?

Kind regards,
Richard Armstrong
Strategic Accounts – UK & Ireland | salesforce.com

Make it rain with Salesforce.

Learn more about Opportunity Management by taking our walk-through.

Hi Jon,

In sales, it’s all about the numbers. How are you tracking your sales pipeline today?

Our customers see a 48% increase in forecast accuracy and a 37% increase in win rate after implementing Salesforce. Salesforce lets you track how much you have sitting in each stage of the sales funnel, all the interactions with each deal, what deals need attention, and more. Plus, you can tailor the sales process to meet your team’s exact needs so you always get to sell the way you want.

Log in and click the “Manage Your Pipeline” and “Close More Deals” walk-throughs to learn about Opportunity Management.

Again, if you have any questions at any time, give us a call at 1-800-NO-SOFTWARE (1-800-667-6389) We’re here to help.

Best regards,
Your Salesforce team

Jon,

Below is a playlist with four 2-minute demos:

  • Lead management
  • Opportunity management
  • Reports & Analytics
  • Click-to-dial Functionality

Below are some other helpful resources:

  • Editions & Pricing:
  • Additional Demos:

If you could please let me know some times when you are available for a call, I would be happy to walk you through how to get set up with Salesforce.

See who did what,when.

Continue with your trial to see how you can track your sales activities.

Hi Jon,

So far, so good, right? We hope your trial has been going well!

Different businesses use different ways to keep track of sales activities on paper, in a mobile app, or maybe using Excel. But it’s very easy to misplace these notes. That’s why, with Salesforce, you can track emails, calls, and meetings directly on your contact, lead, or account. It’s all organized, laid out in a straightforward format, and accessible from anywhere, at anytime.

Log in and click into any record to see how you can track your sales activities in Salesforce.

Call us at 1-800-NO-SOFTWARE (1-800-667-6389) if you have any questions.

Best regards,
Your Salesforce team

Hi Jon,

I wanted to see if you had any questions the Salesforce info below. I know there’s a lot there, so please let me know if I can help.

Also, if it’s helpful I’m also happy to show you personally how to get set up with Salesforce. Do you have a few minutes this week to connect?

Your mobile device, now a mobile office.

Watch our demo video to learn more about our Salesforce1 Mobile App.

Hi Jon,

Did you know you can manage your business from anywhere, thanks to the Salesforce1 Mobile App? Log calls, respond to hot leads, work deals, and monitor the health of your business no matter where you are. Connect with your team, stay productive, and focus on your customers from anywhere, at anytime.

Watch our demo video and click here to download the app now.

If you have any questions at any time, give us a call at 1-800-NO-SOFTWARE (1-800-667-6389) We’re here to help.

Best regards, Your Salesforce team

Check in with real insights in real time.

Watch our demo video to learn more about our Salesforce1 Mobile App.

Hi Jon,

Now that you’re tracking your sales information in Salesforce, what can you do with all that data? Our analytics tools allow you to get real-time business insights. With Dashboards, you can quickly create easy-to-read charts that give you key sales information. That way, you can immediately make better-informed business decisions.

Log in and click on the Dashboards tab to see just some of the possible dashboards that can help you analyze your business.

You can always call us at 1-800-NO-SOFTWARE (1-800-667-6389) if you have any questions.

Best regards,
Your Salesforce team

Hi Jon,

It’s been a few weeks since we last spoke so I wanted to see if Salesforce was still a priority for you. If not, that’s totally fine – just let me know and I’ll close the file.

Otherwise, I would love to set up some time with you to discuss next steps.

Thanks,