difference between Salesforce.com and many of the other
CRM solutions is that it is 100% Web-based. This means that
there is absolutely no software to purchase, and you can be
up and running in minutes. The other big advantage is the
cost savings in going with a Web-based solution. Your IT
management costs with Salesforce.com are very minimal
because it’s all maintained by Salesforce.com. Rather, if
you’re using a software-based product, your IT department is
going to have to maintain the software on its servers, and
you’re going to have additional hard costs related to that
software.
My favorite thing about CRM and Salesforce.com, in particu-
lar, is that everything can be housed in one place: all your
leads, customers, contracts, documents, employee informa-
tion, financial information, and beyond. If you add in all
the different apps in the app exchange, there is a limitless
amount of potential for all the different things you can do.
I’ve known clients and customers who use Salesforce.com to
essentially run their entire business. As I mentioned previ-
ously, between this tool and Google Apps, we pretty much
run our entire virtual company.
To Do
How to Use Salesforce.com:
Step 1: Sign up.
Go to www.Salesforce.com and sign up for the profes-
sional version. There are other versions, but the profes-
sional or enterprise editions are the way to go.
Currently, the professional edition is $65 per user per
month.
Step 2: Make a list.
Make a list of all the different in-house activities that
you want to use and track in Salesforce.com—for exam-
ple, your leads, contracts, employees, e-mails, and
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