Salesforce CRM Demo & Tutorial: Exploring CRM Features, Mobile App & RingCentral Integration

Welcome to our Salesforce CRM demo. Recommended videos: 👉‍ 5 Best FREE CRM Software: https://youtu.be/-ylhD4EOMiY 👉‍ 7 Best Sales CRM Software: https://youtu.be/sba5-RmIXh4 👉‍ 7 Best Sales Engagement Platforms: https://youtu.be/7pgLYeSxyXc 👉‍ 7 Best B2B Data Providers: https://youtu.be/z_Oh6Oce-uk 👉‍ 7 Best Call Center Software: https://youtu.be/fAhxtelyJXs 👉‍ 11 Best Sales Automation Software: https://youtu.be/9boMJGUNIEk In this video, we dive into the powerful capabilities of Salesforce as a CRM solution, focusing on: 📱 Salesforce Mobile App - Learn how to optimize your mobile experience, from customizing your homepage to syncing with Outlook, managing records, and setting up key integrations. 📞 RingCentral Integration - We demonstrate the seamless connection between Salesforce and RingCentral, highlighting how you can streamline communication, automate tasks, and create an efficient workflow for inbound calls and case management. 🔍 Salesforce Reporting - Get an overview of Salesforce's robust reporting tools, including how to track KPIs and manage agent performance across various communication channels. This video provides a complete walkthrough for setting up and utilizing Salesforce’s core functions, especially useful for teams looking to centralize their CRM processes. 🔔 Don’t forget to subscribe for more in-depth Salesforce tutorials and to stay updated with our series! Timestamps: 0:02 – Intro and agenda overview 1:08 – Recap of key requirements and platform flexibility 2:15 – Overview of the Salesforce mobile app 3:57 – Customizing mobile homepages for agents 5:04 – RingCentral integration with Salesforce 7:15 – Setting the stage for Omni-Channel support 9:09 – Case and task management automation 13:01 – Tracking agent KPIs and SLAs 16:12 – Creating custom fields and reporting flexibility 19:01 – Overview of Salesforce dashboards and analytics 28:58 – Generating reports with RingCentral integration