Want to know how to manage the info about your customers in CRM? You are in the right place. Using Salesforce as an example, I will show what an Account object is and how to manage Accounts.
My name is Liza, and I’m a 3x-certified specialist at ENWAY. We help businesses overcome challenges using Salesforce.
Salesforce Account Object Explained
First, let’s understand what an Account is. In Salesforce CRM, an Account is a fundamental standard object representing an individual or organization you do business with.
Accounts help you organize and track your interactions with customers or clients. They hold crucial information like contact details, addresses, and even the history of your engagements.
So, how do you manage Accounts in CRM? Let’s see it in practice on the business account example!
Final Thoughts
With these simple steps, you can effectively manage your customers in Salesforce and build stronger relationships with them. Stay connected for more amazing Salesforce content! If you need some Salesforce customization, we are here to help.
