Advanced CRM

Freelancers, Agencies and Companies, Startups

Having worked as a Salesforce Administrator for over 3 years

$27

I have 3+ years of experience as a Salesforce Administrator, and I have created a structure similar to that of a traditional relational CRM (e.g. Salesforce, but simpler). This design consists of the following interconnected databases:
– Sales
– Companies
– People
– Meetings
– Products
This allows you to have a comprehensive view of your prospects, as all of the related records are linked to one page for the prospect. You can view a preview of this template here.