Salesforce CRM Setup Guide: Tips & Workflow Chart

By: Aivaras Rastenis

Published on: October 24, 2023

Here you will find resources for mapping, setting up and optimizing your Salesforce CRM.

‍

Salesforce CRM set-up

‍

Salesforce CRM explained + tips

‍

Below is a CRM workflow chart that you can utilize as you are setting up any CRM.

‍

Article by

Aivaras Rastenis

Helped 50+ B2B companies to build their sales engines 🚀

Other Posts

Guideline

Hubspot CRM Setup Guide: Mapping & Optimization Tips

Follow this guide to set up your HubSpot CRM system for Account-Based Sales (ABS) and discover how to leverage CRM workflows effectively to streamline your sales processes and optimize your sales team's productivity.

Article

GDPR Compliance for Outbound Sales: Practical Guide & FAQs

Learn how to adapt B2B outbound sales processes to comply with the General Data Protection Regulation (GDPR) through this e-guide. Gain insights and interpretations from a direct marketer's perspective for cold outreach, ensuring compliance without endorsing spamming or scamming.

All rights reserved.
Evergrowth, uab, with Offices AT Gyneju G. 4-333, Vilnius, 01109, Lithuania
EVERGROWTH HOLDINGS, INC., with offiecs AT 500 7TH AVENUE, 8TH FLOOR, NEW YORK, NY, 10018, United states