09/09/2026
Running a 1-2 Person Business?
Want to get more organized and intentionally grow your network and customer relationships? I’m hosting a free, in-person session to help you set up and use Salesforce Free Suite.
Salesforce is the world’s most widely-used customer relationship management (CRM) tool. Use it to keep track of all of your important relationships, nurture them consistently, and never miss a follow-up. You can also use it to track your sales pipeline.
This is NOT a webinar or a sales pitch. This IS expert, in-person guidance to get you started with the free version. I provide this as a service to my Yukon Chamber of Commerce community, but if you live close enough, you are welcome to join us.
In this session you will:
Download and set up your Salesforce Free Suite account
Add some accounts, contacts, and opportunities
Become familiar with sales stages and how to track deals
Learn to use Tasks and the To Do List to stay on top of follow-ups
Get guidance on how to import your existing contacts in bulk
Bring your laptop and set up your system during the session. You’ll leave with a working CRM, ready to use!
As a heads up, later this year I will offer a free advanced class to take your customization further, but only participants in this implementation class will be invited.
📅Wednesday, September 30 | 9:00-11:30 AM
📍 Yukon Chamber of Commerce Boardroom
10 W Main, #130, Yukon, OK 73099
Reserve your spot:
📧 [email protected]
📱 405-237-8119