Getting Started
Overview
This guide will walk you through everything you need to get up and running quickly, including how to navigate the platform, use key features, and personalise your workspace.
What is a CRM?
CRM stands for Customer Relationship Management — but it’s more than just a system. It’s the engine that powers how your business tracks leads, manages client relationships, and drives growth.
For many small and growing teams, spreadsheets and inboxes are enough at the start. But as your sales process becomes more complex, CRM helps you move from scattered tools to a single, structured platform that supports every stage of the customer journey.
A CRM like Salesforce, when set up correctly, allows you to:
Sell with clarity by tracking leads, deals, and activity in one place
Respond faster with visibility into follow-ups, conversations, and relationship health
Make informed decisions using live dashboards and reporting
Build scalable, repeatable processes that support long-term success
What is the “Sales Hub”?
The Accelify Sales Hub is your ready-to-use Salesforce CRM, prebuilt, best-practice, and tailored to how growing businesses actually sell.
Instead of starting from a blank canvas, the Sales Hub gives you a fully configured Salesforce setup from day one. That means your team can start managing leads, tracking opportunities, and making data-backed decisions without the usual setup delays or guesswork.
It’s designed for speed, clarity, and scale. With the Sales Hub, you get:
Component | Purpose |
|---|---|
Smart Layouts | Optimised record views for Leads, Contacts, Accounts, and Opportunities |
Visual Indicators | Show relationship strength, data completeness, and deal risk at a glance |
Reports & Dashboards | 50+ prebuilt reports and 4 role-based dashboards |
Automation & Rules | Includes lead conversion flows, validation rules, and custom indicators |
Plugin Support | Optional Gmail and Outlook plugins for logging emails directly to Salesforce |
Security Model | Role-based access, sharing settings, and field-level visibility |
Whether you’re starting fresh or cleaning up a legacy system, the Sales Hub sets the foundation for long-term success, fast, structured, and without the overhead of traditional consulting.
Guided Walkthrough
https://www.loom.com/share/b2e1139190d646749649a500878fd7e8Quick Wins to Try Today
Task | Where to Start |
|---|---|
Login to Salesforce | |
Explore the Task Bar | Once logged in, review the navigation bar at the top of your screen |
Create a Lead | Navigate to the Leads tab and click New to add a test lead |
Log an Activity | Open a record (Lead, Contact, or Opportunity) and use the Log a Call button to add a Call you had recently. |
Check out a Dashboard | navigate to Analytics, select Dashboards, and open Sales Rep Dashboard to view key metrics |
Check out the FAQ
Explore the FAQ to find answers to our most commonly asked questions - FAQ.
Summary
You’re now ready to start using the Sales Hub Accelerator. With structured layouts, built-in insights, and a scalable permission model, you have everything needed to drive adoption, forecast with clarity, and deliver better sales outcomes.
Version: 1.0.0
Updated: 16 May 2025