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AFBAmerican Foundation®
for the Blind

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Seeking Sales Force, Or Other CRM software Advice – Any Blind Users Out There?

Hello Everyone,
My name is John Lewis and I have a fairly solid foundation of experience in appointment setting/ telesales. I was advised by a very reliable source, (a successful blind professional), that I could take my career to new heights by learning how to be proficient in CRM software, such as the popular, Sales Force.

All of my teleprospecting ventures were conducted from my home office and I was fortunate enough to be permitted to devise my own system for record keeping, i.e., compiling contact lists, notes on calls, avoiding duplication, follow ups, etc. However, now that I am in between jobs and searching for on site and/or telecommute employment, it seems nearly impossible to find, (from even the most basic of sales jobs), a non requirement of proficiency in some type of CRM application. Obviously, today it is vital to have this kind of experience.

For years, I was always under the assumption that Sales Force was not very compatible with my JAWS screen reader.
So, I thought this may be the case with all, CRM applications. Lately, I’ve been hearing that Sales Force is much more responsive with JAWS, particularly with I phones. Unfortunately, I do not have any type of mobile device.

Is there any blind individuals out there using Sales Force, or other CRM software, as their primary tool in a customer service, or sales oriented job? I’d love to hear about your experiences. Do you work at a desktop/laptop computer? I Pad, or I phone? Do you use JAWS and how responsive do you find it? If you didn’t learn on your own, where did you get your training? Do you work on site, or from a home office? I would be very interested in corresponding with you, either via this list, phone, or my personal e-mail at, jdlewis59@verizon.net

Thanks for taking the time to read my post. I look forward to hearing from anyone who’d like to share their experiences. -- John


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Re: Seeking Sales Force, Or Other CRM software Advice – Any Blind Users Out There?



My company chose to use sales force about 18 months ago. I found, even with sighted assistance, that filling in the proper info in the proper places was very unreliable. So, I created a master Excel spread sheet with any contact info and date columns I might need. Then I created a folder for each contact, including a call sheet and a profile sheet. The prospects that were my cream I coded with an A- before their folder name. Seems to work. I am wondering if you ever resolved your sales force issue or found any other software out there to meet your needs. I also asked a lot of questions of other Jaws users, and no one had a good solution. You can email me at jredlichspeaks@att.net.

Judy Redlich


Re: Seeking Sales Force, Or Other CRM software Advice – Any Blind Users Out There?



Hi Shannon,

When I initially posted this message, not only did I include it on "Work Life", but also in the "Technology board" as well. I already checked out all the other catagories and none seem to be relevant to my inquiry.

Anyway, thank you so much for caring and giving me encouragement as I move forward with my job search. I explore something new each and every day. Of course, I hope for a reply, but never rest on my laurels, I quickly move onto the next e-mail, online, or phone inquiry – never an idle moment! LOL Again, thanks for being so supportive to all of us in this forum! Best wishes to you as well.


Re: Seeking Sales Force, Or Other CRM software Advice – Any Blind Users Out There?



Hi John,

I hope you receive a response from an individual who is blind using Sales Force or other CRM software.

You may want to post your question on the technology forum to increase your chances of getting a response.

Shannon


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