I'm starting my Salesforce journey after wrapping up my MBA in January this year and experiencing difficulty finding new employment last fall with limited experience in IT. I am most interested in pivoting into the IT side of sales and business operations. I look forward to learning how Salesforce can help develop or grow a small business into a big business. #MyTrailblazerStory
In a SMB aspect it's mainly getting insight into the funnel. That being said, your lead conversion process, opportunity categorization, and account management should all be set up to be most efficient.
A lot of time, SF is setup to model spreadsheets which is not the best use of the platform. It's geared towards pushing through the funnel and automation.
Hooking Salesforce into other apps such as Slack, Marketing Automation, Sales Automation, RevOps all give a bit of an edge for those not using RevOps/MarketOps.
