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Salesforce CRM getting started workbook

Salesforce CRM getting started workbook

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Published by salesforce.com
Getting started workbook for salesforce.com. Download, print, and use to keep track of your implementation notes.
Getting started workbook for salesforce.com. Download, print, and use to keep track of your implementation notes.

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Categories:Business/Law
Published by: salesforce.com on Aug 11, 2010
Copyright:Attribution Non-commercial

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01/24/2013

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Salesforce CRMGetting Started Workbook
 
Salesforce CRM Getting Started WorkbookWORKBOOK
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Salesforce CRM Getting Started WorkbookWORKBOOK 1
Welcome to Salesforce CRM
This collection of worksheets will support your planning process, document your decisions, and speed upyour implementation by helping you to:
 
Build your team
 
Define your vision
 
Define and prioritize your goals
 
Define key aspects of your processes and diagram the process flow
 
Define fields associated with your processes
 
Decide which reports you need
 
Prepare to import data into Salesforce CRM

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