Hello everyone,
I am new to SalesForce. I am trying to see if this would work well for myself and our team. We are a landscaping company in Las Vegas, NV. We get our leads through Yelp and via call ins. We are not so much worried about tracking our leads but more so entering receipts and running reports on job costs (ie. Profits, Sales Manager Commissions, and etc) To be honest, lead management to me is just a bonus. But I need to be able to run job costs with specific jobs.
Has anyone been successful at doing this? If so, where do I begin?
@Ken Kesick There is no question you can run and manage jobs with Salesforce, I had a client that runs a commercial landscaping business using Salesforce.
I think the best thing would be to have a free call with me and I will give you and hour of my time to understand what you are after and how you work and then what direction to set off in. My number is +1 281 685 5191. I am on Central time.