Hey everyone,
I’m pretty new to Salesforce and just started exploring it, and I’m a little lost on where to begin. I run a small business, and I heard a lot about how Salesforce can help streamline everything, but I’m not sure how to start setting it up. Like, what features should I focus on first? I don’t need anything super complicated, just the basics to get things running smoothly for my team and me.
I know Salesforce has so many tools and options, but I’m having a hard time figuring out where to start without getting overwhelmed. Should I be looking at automating customer data management first? Or would it make more sense to dive into sales tracking and reporting? I’m looking for a way to make everything more organized and save time on admin work.
I’d really appreciate any advice or tips from people who’ve gone through the same thing or from anyone who has experience using Salesforce in a small business. Maybe a step-by-step guide or something would be super helpful.
Thanks in advance!
