CRM Management in Action: Using Salesforce & Excel for Lead Generation and Conversion

In this video, I’ll walk you through how I manage customer relationships using Salesforce CRM and Excel. From lead generation in Excel to adding and converting leads in Salesforce, and finally creating events in the calenda. Watch my full process in action.

💼 Key Steps Covered:
1. Lead generation using Excel
2. Adding leads to Salesforce
3. Converting leads to contacts
4. Creating events tied to your sales activities

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Видео CRM Management in Action: Using Salesforce & Excel for Lead Generation and Conversion канала July Asuncion