Salesforce CRM Demo Tutorial: How to Boost Sales & Marketing Alignment
Welcome to our Salesforce CRM demo.
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In this in-depth tutorial, we’ll take you on a comprehensive walkthrough of Salesforce, highlighting key features and tools that help align sales and marketing efforts. From leveraging the Salesforce dashboard to analyzing marketing campaigns and engagement, you’ll learn how to optimize your sales funnel and drive better business outcomes. Whether you're a marketer, sales leader, or Salesforce user, this demo will showcase practical use cases and demonstrate how to get the most out of Salesforce. We’ll also cover account-based marketing, segmentation, automation, and more!
Timestamps:
0:00 - Introduction & Overview
0:19 - Salesperson's View in Salesforce
1:03 - Setting Up Dashboards to Monitor Sales & Marketing Performance
1:33 - Tracking Leads Through the Sales Funnel
2:30 - Marketing Qualified Leads (MQLs) & Sales Handoff
3:30 - Attribution Models & Measuring Campaign Success
4:56 - Campaign Performance Analysis
6:00 - Evaluating Marketing Asset Performance
7:00 - Account-Based Marketing (ABM) in Salesforce
8:00 - Managing Prospects & Enrichment
9:30 - Segmentation & Targeting with Dynamic Lists
11:30 - Automation for Lead Nurturing & Engagement
13:00 - Nurture Paths for SaaS & Technology Customers
14:00 - Sales Notifications for Marketing Engagement
15:00 - Using Insights for Sales Conversations
16:00 - Account-Based Marketing Dashboards for Sales Insights
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