What is SalesForce: if you know Excel & Outlook already

Опубликовано: 09 Июль 2026
на канале: grimview
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Many beginner's don't know how to use SalesForce, but they do know what Excel & Outlook are; therefor by building upon what they know, this 3 minute demo can teach them what they don't know.
It briefly discusses quickly what Salesforce.com covers: (editable views) excel; Outlook (contacts, tasks & events); It builds upon outlook contacts to get companies/accounts; continues on to Opportunities and sharing.
I've been working a project recently, were I started verbally giving this explanation to user that didn't know what SalesForce, as part of streamlining on boarding new end users. I wanted the video to limit its scope to the minimum info the users needed for out of the box functionality, so as not to confuse the users & to keep them focused. However, I believe this will make a good intro for anyone that doesn't know what SalesForce is, as big issue is people don't know what they are ordering until they see & taste it.Salesforce for Beginner's. Also emerging markets may have trouble understanding what SalesForce is.