If you're not already set up to access  Salesforce, you'll need to request an account. Click below and a ticket will be created to get the process started.

Add emails and appointments, create new records, view contacts, leads, accounts, opportunities, and more directly from Outlook to Salesforce.

The Salesforce Mobile App is what you need to make your life better. Do everything you can do from the desktop, just do it on your phone instead.

You've done everything you need to do to get set up. You're almost ready to rule the world. You just need a little training on how to do that.

Learn some of the basics as well as general tips and tricks to make Salesforce work for you.

Learn more about Leads - prospects that are unique to you and your product brand.

Learn more about Accounts & Account Profiles - two different ways to view a customer location.

Learn more about using GeoPointe - our mapping software built right in to Salesforce.

Learn how the Salesforce Outlook Connector lets you log emails and events without ever leaving Outlook.

Learn more about Opportunities - projects that are unique to you and your product brand.

Learn more about the Activities tab and the differences between Log a Call, New Task, and New Event

Learn how to Log a Call in Salesforce - one of the things you'll be doing most often.

Learn how to create your To-Do list out of Salesforce so nothing slips through the cracks.

Learn more about notes in Salesforce and how to make private notes that only you can see. NOTE: Notes should be used sparingly as they cannot be reported on in the system.

Chatter is the ultimate collaboration tool in Salesforce that lets you connect with anyone else in ProMach's Salesforce organization that has access to what you're looking at. Connect with you own team members or reach out to other ProMach product brand reps as well.

The search box at the top of Salesforce is a great starting point - it's a smart search tool that can quickly get you where you want to go. Use it first before creating new accounts, account profiles, or contacts to save yourself some time.

Learn how to create and edit your favorites list so you can quickly access the things that matter most to you

Learn how to update your list views for any of the tabs in Salesforce - by default it shows Recently Viewed which won't have anything in it until you actually view some records. But you can always change your list view and pin list views to a new default.

Dashboards are the easiest way to visualize reports in Salesforce and you've got a good starter set ready to go on your home page

If a lead you've been assigned should instead be assigned to someone else at your product brand it's an easy update.

If a lead is a better fit for another ProMach product brand please reassign it to them from Salesforce instead of just marking the lead as unqualified. That way they can get any notes and history you have on the lead. Make sure to enter a ProLead first though so you can get credit for it!

If you're ready to convert a lead into an account, a contact, and an opportunity then there are a few things to keep in mind - make sure you search to see if the account and contact already exist - if they do relate the lead to the existing records instead of creating new duplicate records.

Understanding the difference between Accounts & Account Profiles is the key to ProMach's Salesforce setup. An Account is a high-level ProMach view of an individual physical customer location, while an Account Profile is a ProMach product brand's unique view of that same ProMach Account.

If you're ready to create an Account Profile for an Account in Salesforce then we're ready to show you how!

If you want to create a curated list of the right contacts for your Account Profile then Contact Ratings are the way to go.

If you spot some incorrect information on an Account, you can quickly submit a ticket to help us update it.

There are two different ways to create opportunities in Salesforce - you can either convert a lead that you're working on or you can create a new opportunity directly from an Account Profile page.

Here are a few key things to remember when you're working on opportunities with channel partners such as distributors and agents.

To close an opportunity out in Salesforce use the Close Opportunity button instead of clicking on the Closed stage - this will give you an easier opportunity close process as well as more clarity into our won and lost opportunities for better reporting.

The mapping tool we use (GeoPointe) is a powerful technology to let you map your accounts on the map as well as map ProMach prospect accounts on the map to help you dial in on accounts you may like to target.

One of the best features of our mapping tool (GeoPointe) is the ability to plan your routes and calls on your trips. Learn how to create a route plan and push it in to your GPS tool of choice to guide you through your trip.

Outlook is great - why would you want to leave it to log an email into Salesforce? You can pick which email you want to add to your activities and do it right from Outlook with the push of a button.

If you're sending an important email that you want to include in your activities in Salesforce, it's quick and easy to do without ever leaving Outlook.

You rely on your calendar in Outlook to keep your day scheduled - and you don't have to stop doing that! You can create meetings the same way you always have (inviting attendees and setting reminders, etc.) and push the meeting into Salesforce selectively to make sure the important stuff is in the system.

Simply click the button below to create an IT Help Desk ticket through Service Now. You can create a ticket, reset a password, request access, and much more.

©2020 ProMach, Inc., All Rights Reserved