Employees spend a lot of time in Gmail and CRM tabs. A good number of them may have these two tabs perpetually open and active in their browser. Let’s take a moment to ensure that these tools are working harmoniously. Effective Salesforce instances will utilize high transparency regarding the contact info and status of a lead, contact, client, or partner, but users may not have access to one another’s email discourse with these without request. This

I often get a question from friends, clients and prospects who hear about “CRM” and “Salesforce” but they don’t fully understand it. Or maybe they get the idea but they don’t know how it actually looks, works and feels. I’ve made this screen capture video where I walk through some of the basics of how to use the system. Take a look: