If your organization uses Salesforce or another CRM system, you probably know that it's a powerful piece of software that is capable of transforming every aspect of how your sales team works. An effective CRM system can help your reps identify, manage, and close more deals more quickly. But with great power often comes great responsi ... err, complexity.
For many of us marketers, our CRM system is like a black box. We know it’s chock full of data that could be useful to us, and we have a sense that we don’t know enough about it, but we still don’t know how to get our bearings. Perhaps you feel like you're neck deep in CRM terminology every time you have a conversation with your sales manager. Maybe you just don't feel all that confident navigating through your CRM system, or maybe you know that as a marketer, you could get a lot more out of knowing it better.
That's why we thought it would be helpful to come out with a guide (written just for marketers) to one of the most popular CRM systems around -- Salesforce. The Marketer's Field Guide to Salesforce, which you can download for free here, will teach you everything you need to know about using Salesforce as a marketer.
While different CRM systems use slightly different terminology, to ease you into a better understanding of CRMs, let's take a look at some common CRM, and specifically, Salesforce terminology that marketers should know.