FiveCRM and Salesforce

Enhance your sales and customer management capabilities by integrating FiveCRM and Salesforce. Manage both platforms' unique features and capabilities from a single interface for improved efficiency. Streamline your workflow today and get the most out of your investments!

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about Salesforce

Salesforce is a leading customer relationship management (CRM) platform, providing users with tools and applications to help them manage their sales processes and strengthen customer relationships. With Salesforce, you can access real-time insights into your business performance, create automated workflows to simplify daily tasks, track and analyze customer data in a secure environment, and more. Take advantage of all the features Salesforce offers for improved efficiency in your sales operations!

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integration benefits

  • More time to focus on essential tasks: Experience the benefits of an integrated approach to customer management with FiveCRM. Streamline your sales process and close deals faster by taking advantage of all the features offered by both Salesforce and FiveCRM. Track and manage leads, opportunities, accounts, and more in a single interface while enjoying the convenience of automated data exchange. Unlock the full potential of your Salesforce and FiveCRM accounts today!
  • Fewer errors mean less wasted time and money: Take your customer data management to the next level with FiveCRM. With an integration between Salesforce and FiveCRM, you can easily bring all of your customer information into a single source of truth - eliminating the need for manual data entry and reducing risk of errors. Streamline processes and save time while maintaining accurate customer records. Unlock the full potential of both Salesforce and FiveCRM with a seamless integration today!
  • Focus on your core business goals: Free up your sales team to focus on what matters most with FiveCRM. Automate tedious tasks like follow-up emails and scheduling appointments so they can be more productive and effective. Boost productivity with FiveCRM’s intuitive interface and powerful automation tools - get the job done faster, smarter and easier! With FiveCRM, you can take advantage of the flexibility and power of automated processes to save time and maximize efficiency. Start automating repetitive tasks today for improved sales team productivity.

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Frequently Asked Questions

Firefox, Internet Explorer and Google Chrome are all compatible with FiveCRM.

To read recommended settings for each, please visit our help centre and navigate to troubleshooting and recommended browser settings.

Deleting Internet Cookies will resolve a number of common glitches in your system.

Emptying the Internet Cache removes all stored copies of Web Pages, Scripts, Images etc on your local PC. This can be especially useful after an update has been applied to the system.

The method for deleting Cookies and Cache is specific to different Browsers. For detailed steps for your browser, visit our help centre and navigate to troubleshooting and deleting browser settings.

FiveCRM works with any operating system capable of running a supported Browser.

This includes:

  • - Windows XP/Vista/7/8/10 and future Windows releases
  • - Mac OS X and Linux.

You can contact FiveCRM customer support in a number of ways.

You can increase the amount of licenses you hold with FiveCRM at any time. The method of achieving this is dependent on your payment method.

If you pay manually, i.e. by credit card each month, then you can add licenses by navigating the Menu option About and selecting Manage Subscription/Users. The system gives an option to add Users to the current month or add months.

If you pay by any other method you can increase your licenses by contacting Customer Support.

Additional customer training can be conducted on an individual or group basis.

To schedule a training session, contact your account manager or customer success representative.

More questions? Additional resources can be found on our: Support Portal, LinkedIn Profile, and Youtube Channel.