While we are trying to fit in the product to market, administering vast activities around sales and marketing is an important area. Even though we understand the logic and importance how to we set things up in a manner that it can transfer the knowledge. For that we must choose the right kind of marketing/sales platform or tool or app. One of such platform which has proven itself in a long run is Salesforce.

In this post I am sharing with you how as a learning SaaS CEO you can structure your activities for PMF.

Once the account is set up for an administrator with a unique email id, it is important to populate the numbers for better result by this beast. One of the significant tab within Salesforce is application eg; Marketing, Sales, Operations etc. And the based on the selected app the corresponding tabs change and become relevant to that job area.

Also within the configuration it is interesting to note that the search made by a consumer will differ from the search by an administrator. From Setup, if Administrator tries to find an item, there can be two options one quick search with is a sub set of a much larger setup search. Setup search can find a term at any position of a sentence or the information of the account.