Salesforce Terminologies

If you’re new to you might find some of the terminology that is used unfamiliar or different to the old CRM system (where there was a legacy system in place) – the video below gives a good overview of the standard terminologies used by Salesforce and customers alike and will help you to become more familiar with the terms being used.

You can also check out our resource centre page which is full of Salesforce terms

If you or your business are looking for help with a new or existing CRM implementation please get in touch today using the form on the right hand side of this page!