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The product tour
Follow three everyday workflows from the first record to the next decision, and see which product and which person handles each step.
Keep relationship details, follow-ups and agreements clear to the next person who picks them up.
Keep contacts, accounts, contact preferences and every logged call, meeting and note in CRM, so the relationship carries its history.
Each opportunity and follow-up has an owner, a stage and a due date that the whole team can see.
Manage the agreement and its approvals in Contracts, then collect signatures by sending the final document from Signatures.
Saving a preferred contact channel records how the customer likes to be reached. Messages go out only through a channel your organization has connected, such as an email account.
Explore this workflowCoordinate daily work, internal requests and the guidance your team needs, with an owner for every step.
Assign tasks for planned work, and use the service catalog for requests that need a clear way in and an owner.
Each request lands in its team's queue and each task on the team's board. Update the status as ownership changes.
Publish repeatable instructions in Knowledge and discuss the details in Spaces, each with its own access rules.
Requests come from signed-in members of your organization, which makes Service Management the place for IT, facilities, HR and other internal help. Handle customer issues as cases in CRM.
Explore this workflowKeep employee records, time, leave and payroll working from the same people, so each change is made once.
Organize people by location and position and keep their records current. New hires arrive from Recruiting with their position and start date already filled in.
Managers approve timesheets and time off for the people who report to them, and payroll uses only approved hours.
Review each run line by line, and have a second person approve it. Confirm calculation support and payment setup for each country you pay in.
Each step has its own reviewer: managers approve time and leave, a second person approves each pay run, and your hiring team makes hiring decisions. Nobody approves their own timesheet, time off or pay run.
Explore this workflowStart your workspace and give your team a clearer way to work.