How to Sign Up for a Salesforce.com Personal Edition Account

How to Sign Up for a Salesforce.com Personal Edition Account thumbnail
Sign Up for a Salesforce.com Personal Edition Account

If you don't want to pay for software, yet you want to track your customers and calendar from any location with an Internet connection, a Salesforce.com account may help. Salesforce.com, a leader in customer relationship management (CRM) services, has a little known free account for individuals. The Personal Edition account offers fewer services than the paid corporate editions, but is useful for many individual business owners.

Instructions

    • 1

      Go to the Salesforce.com website.

    • 2

      Type Personal Edition in the Search field.

    • 3

      Choose the CRM Personal Edition page when the list of links appear.

    • 4

      Click the Signup button on the Personal Edition page.

    • 5

      Fill out a form providing your contact information and approving the subscription agreement.

    • 6

      Go to the email account you listed on the signup form and look for a log in confirmation message. It directs you to a link where you first log in and set your own password.

    • 7

      Get started entering data for your contacts after you log in.

Tips & Warnings

  • Instead of entering the information for your contacts, you can import that data from Outlook, ACT! or other CRM programs.

  • Once you have entered data, you can choose from over a dozen reports to run.

  • After you have entered data, you can synchronize the information with Outlook or your PDA.

  • If your business grows, you can upgrade your free Personal Edition to a paid corporate edition and still retain your previous login and data.

  • The Personal Edition does not include any free customer support; however, paid support is available. Salesforce.com help files are also included in the system.

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