If you’ve just started your search for the right member management software for your organization, you may be overwhelmed with the options on the market today!
On your quest for the perfect software platform, you’ve likely heard of Salesforce: after all, its the worlds #1 CRM platform! From Marketing, Sales, Commerce and more, Salesforce is a fantastic cloud based platform trusted by businesses across the globe.
Let us show you how Salesforce, alongside our accompanying member management interface called Avocado Rec, can be the perfect solution for your team.
Explore Salesforce with Trailhead:
If you’re curious about whether Salesforce is a good fit for your organization, Trailhead is a fantastic first step on your journey. Trailhead is a collection of curated training modules on which you can learn everything about Salesforce. When you join the growing community of trailblazers, you can learn the basics of Salesforce, test your skills, and even earn badges as you learn!
Ready to start your very first module? Check out Trailhead and Trailblazer to learn more.
Salesforce Platform Basics:
Now that you’ve created a trailblazer profile, tried some modules, and familiarized yourself with the trailhead ecosystem, it’s time to dive into your first Salesforce module! The next module we recommend is Salesforce Platform Basics. This module will introduce you to the Salesforce interface, identify some common use cases for the platform, and even introduce you to the rich ecosystem of add ons available on the App Exchange.
Reports & Dashboards:
With the Salesforce basics badge under your belt, you’re ready to explore the Salesforce functionality we’re most excited about: reports and dashboards. Salesforce’s flexible reporting functionality allows you to instantly generate reports on almost every facet of your business. Since your data is stored securely in the cloud, you can instantly report on crucial metrics and combine reports in a customized dashboard with all the info you need throughout your work day.
Try the Reports & Dashboards for Lightning Experience module to start experimenting with Salesforce’s data management tools. This module will guide you through creating your first reports and walk you through creating your very own customized dashboard.
How Avocado works with Salesforce:
It’s no secret that we love Salesforce, that’s why we chose it as a platform when we built Avocado.
Avocado is built on top of Salesforce, that means it leverages it’s fantastic cloud based data management and reporting capabilities, and wraps it into the perfect package for member based organizations. We’ve worked closely with recreation centers worldwide to build Avocado into the perfect complement to Salesforce, our implementation process is quick, cost effective, and gets your team all the benefits on offer in Salesforce, customized perfectly to your existing business flows.
If Salesforce still seems a bit too daunting for your organization’s needs, don’t sweat it! Our implementation team will work closely with your team, provide hands-on training and support throughout every step of implementation.
Click here to request a demo today to learn more about how Avocado & Salesforce are the perfect fit for your organization’s software needs.
Isaac is a Sales & Marketing expert with years of experience in digital media. As Sales & Marketing Assistant at TechShare, Isaac loves the opportunity to connect with new people and get to know their business needs.