What's up, everybody?
I'm Brian Tong,
your guide
to all things Salesforce.
And this is Salesforce Explained.
It's the series where we talk
Salesforce and technology
without all the jargon
or the buzzwords.
So make sure to subscribe
to the Salesforce channel
and turn on those notifications
so you never miss an episode.
Okay.
Today's topic,
I'm going to give you a hint.
And it's easy.
Ohhh,
easy like Sunday morning.
Oh, you like that?
You got any guesses?
Look, I've been leaving some Easter eggs
about this
throughout the series, and.
Dun, dun, dun.
It's Salesforce Easy.
Simply put, Salesforce
Easy is the fastest
and easiest way
to get started with Salesforce CRM.
It helps you find, win,
keep more customers
from day one and all within one
single app.
It's perfect
for first time CRM users
and anyone hoping to build stronger
customer relationships
with Salesforce.
So what makes it so great?
Well, today
I'm going to show you
how Easy helps
you get more done and deliver
wow worthy experiences
for your customers.
But before we get into all that,
I want to point out
something that makes
Salesforce Easy really unique.
This CRM was built for and inspired
by the Salesforce community, a.k.a.
trailblazers and trailblazers
can be employees, admins,
customers and users.
Oh, hey. Yep. Yeah.
Even me.
Like I'm rocking
the trailblazer swag here.
Salesforce has taken over 20 years
of trailblazer best practices,
how real top sellers,
marketers and service agents
use Salesforce
and then just
baked them right into the product
while making it simpler and easier
to use than ever.
We're taking way less
set up
and configuration
to start
using some of the most effective
features and
functionality right away.
Ha.
Did you hear something?
Now this speeds up time to value
and ensures
higher return on investment
right from the start,
which is huge for
those of us
who want to work smarter
and not harder.
Am I right?
Now it is still Salesforce,
so you always have the option
to customize.
It's a super flexible platform for
whenever you need to adapt
to the unique changing
needs of your business.
Easy by default,
advanced by choice.
And as someone who hates the idea
of having to reinvent the wheel,
I absolutely love this.
Like, oh,
I love being a trailblazer,
just like many of you.
So let's get into it.
Let's just see how Easy works.
So you've got a business
or you work in one
and you just feel like there's
a better way to get more done.
You know,
there's a way to climb out of that
never ending pile of documents
and to-dos all in front of you.
You know,
you're sick of drowning in emails
and manually updating spreadsheets,
and you nodded emphatically, yes,
during my five signs
that you need a CRM episode,
which you can watch
by clicking the link.
Yeah. Now my point is,
you know that CRM is the way, but
it's a little intimidating
to get set up, right?
Nope!
Salesforce Easy gets you signed up
and into your CRM in three
easy steps
and then provides
in-app guidance
that helps you along the way.
Now the simplified sign up setup
and onboarding process
is really slick.
It’s just two clicks to get started
if you use social sign-in.
Now, I'll use the sign in
using my Google account.
But this also works with Slack
and Microsoft.
It's fast,
it's easy,
and it gets me
right into Salesforce
and boom, I'm signed up
and ready to start
wowing my customers from day one.
Now Easy gives you sales, service
and marketing
all in one app
reimagined
with a simplified experience
and the first thing
you'll probably notice
when you log in
is the guidance, right?
This is your easy to use guide
that gives you
the right steps
to be productive right away.
It's kind of like
if you were playing a video game
with an interactive guide
because, hey,
there's no cheat
code of business success
and we all need some help
when we're just getting started.
Salesforce guidance can help you:
set up your prospect
and customer
info quickly and easily,
learn about the Trailblazer community
that's full of Salesforce
experts and aficionados,
introduce you to Trailhead,
which is a free online
learning platform
full of hands on tutorials to learn
how to use Salesforce,
and invite more users to Easy.
And don't worry,
those new users
will get the same easy
signup experience that you had.
Now let's take a closer look here.
You can see
that the in-app guidance gives you
a mix of videos,
product walkthroughs
and quick lessons from Trailhead
to get you up to speed fast
all in one place.
So there's no waiting around
or wading through help docs.
From here,
you can quickly learn the best way
to connect with your customers,
how to make the most
out of meetings
and how your business
is performing.
All from this handy guide,
which gives you
step by step instructions
to help you get value
out of Salesforce faster.
And then what's
the first thing
that you'll want to do
when you get your CRM set up?
Load it
full of the info
that is important to you.
Salesforce Easy
makes it
super simple to import data
from a variety of sources.
I can easily import data
using a spreadsheet
or directly
by connecting
to common data sources
just like Google.
Okay, so that was super fast.
And you're set up
and you have your customer
data imported.
It's time to see
what all the CRM buzz is about,
like how it helps
you get more done and drives ROI.
Like I said earlier,
Salesforce Easy gives you
sales, service and marketing tools
all in one place.
The suite is the perfect trio,
like one, two, three or a, b, c.
It makes sense.
And these tools help you find, win
and keep your customers.
And we know that's
pretty much the perfect recipe
for business success, right?
Just like a pizza
with ham and pineapple on it.
That's right.
I said it.
I'm right.
You're wrong.
So sorry if that was too cheesy.
Okay, first
now let's go find more customers.
Remember our video on email
marketing where we talked
about segmenting your prospects
into lists? Yep.
Easy can handle that.
Let's say
your website is picking up steam
and you're getting
tons of new leads coming in daily.
You'd want to be able
to market them right away.
Right?
Well, with Salesforce Easy,
you can quickly narrow
in on which prospects or customers
you want to reach out to,
use email templates to send them
a beautifully branded email
with all the latest updates
and offers from your company
and even see how
they're interacting
with your content.
Next, we're winning customers
and it's never been easier
to manage the sales process
and win new customers
for your business.
Salesforce Easy has default
sales paths
that keep your sales team on track.
It's like you've hired
a top sales coach
to come and consult
for your business
and they've helped
you standardize your sales process
except that you didn't have to hire
anyone.
It's just built into your CRM
right out of the gate
so you don't have to
start from scratch.
Isn't that amazing?
Okay,
so after you send
your marketing email
to your website leads,
it's almost like you have
too many sales
opportunities
for your team to handle.
So how do you keep track
of all of them
and make sure that nothing falls
through the cracks?
Well, you can use your CRM
to stay on top of all the sales
your team is juggling
in a month, quarter,
or even prioritize
which ones are the most urgent.
So you can make the
most of those hot leads.
And let's
go ahead and click
into an opportunity.
This is where you can keep
track of the nitty gritty
behind each future sale,
but it's easy
to get lost in all those details.
So thankfully,
you get a sales path out of the box
which guide your sellers on
what to do
in each stage
to keep things moving along.
Plus,
these stages
are fully customizable,
so you can always make it
match your unique business process
as you grow, expand
or update your sales cycle.
See what I did there? Okay.
And finally now,
keeping customers, right?
Easy also makes it
so simple to offer top
notch customer service,
which you should know
all about
from our video on customer service.
And with Easy,
you don't have to toggle
to another app
to open customer cases
or create helpful
knowledge articles.
It's all right in your CRM
and all of your customer history
and information is right there,
so you can quickly deliver helpful,
personalized service
with the help of a couple
key tools.
So let's take a look here.
Now that you have
had lots of amazing new
and existing customers,
you're like,
phew, my work here is done, right?
Mm mm, wrong.
To keep customers coming back,
you'll have to continue
to give them
the great customer experience
that brought them to you
in the first place.
And customer service
and support
is the number one way to do that.
Now, whether it's just you
or a large team, you can use cases
to make sure that your customers
get quick support
whenever they need it.
And the case comes in right
within the context
of all the other info
that you have about them,
what they purchased,
if they have open opportunities
and what other cases
they've had in the past.
So if you need to dig
in a little deeper
to get them on their merry way,
you can do that too.
No more swiveling between emails
and then post-its
to get your customers
what they need.
Look how easy it is to close out
those cases.
Now, having sales, service
and marketing all in one place
means that you don't have to keep
switching between
different software applications
and you don't have to pay
for all those apps.
Your business's
technology budget
will thank you for making it so...
well I've said
easy like a lot in this video, but
you know, one more time
won't hurt, right?
For making it so easy!
Okay.
I don't have time to show you
every amazing feature
included in Easy (there,
I said that word again)
and there are a few more
awesome things
that you want to check out,
like the dashboards,
which are great
for visualizing your business data
and tracking key success metrics.
And the best way to learn more
is to try it for yourself,
for free!
Yes.
It's so easy to sign up,
get started and get going.
Just hit the link below
to start
making your sales, service
and marketing a whole lot easier
and you can always head over
to trailhead for hands-on learning.
So be sure to like, subscribe,
turn on your notifications
so you never miss
an episode of Salesforce Explained.
It's good to see you here
and we'll see you all next time.