CRM Usage Assistant

Based on the information provided, here's your tailored guide to effectively using Salesforce for lead tracking and improving customer service:
Lead Management & Tracking:
Create a new lead: Navigate to the "Leads" tab and click on "New Lead" to enter details such as name, company, status, etc.
Status update: Always update the status of the lead to keep the team informed. The default options include "New", "Working - Contacted", "Closed - Converted", "Closed - Not Converted".
Notes and activities: Make use of the notes and activities sections to store relevant information and actions taken with the lead. This will ensure continuity in communication and prevent leads from falling through the cracks.
Improved Customer Service:
Use "Contacts": Store and manage detailed customer information in the "Contacts" section. This will help the team understand customers better and provide personalized service.
Case management: If any customer issue arises, create a "Case". This allows you to track the status of the issue and ensure it gets resolved in a timely manner.
Email integration: Salesforce allows integration with email systems. Use this feature to track customer emails efficiently, ensuring you're always aware of their needs and queries.
Leveraging CRM Features for Your Needs:
Lead scoring: Salesforce offers lead scoring features. With this, you can rank your leads based on various factors like their interaction with your company, their details, etc. This will help your sales team prioritize their efforts.
Sales forecasting: Salesforce can forecast sales based on the data it has. This can be accessed under the "Opportunities" tab. Use this feature to predict your sales performance and plan accordingly.
Since this is your first time using a CRM, it may seem overwhelming initially. However, with regular usage, you and your team will become accustomed to Salesforce and its functionalities. Salesforce also provides excellent support and learning resources via their help center and learning platform 'Trailhead'.
As your team consists of 5 members handling 50 leads daily, you can make use of Salesforce's task assignment and calendar features to manage and distribute work efficiently. Remember to maintain consistent data input and hygiene to ensure maximum efficiency.
Implementing these steps will help you effectively use Salesforce to manage your leads and provide excellent customer service. Remember, Salesforce is a robust CRM system that can be customized to fit your business needs. As you become more comfortable with the software, you may discover additional features and functionalities that can further enhance your sales process.