diff --git a/contents/handbook/growth/sales/crm.md b/contents/handbook/growth/sales/crm.md index 661cb6e31b6c..c3206b3e3c9c 100644 --- a/contents/handbook/growth/sales/crm.md +++ b/contents/handbook/growth/sales/crm.md @@ -27,9 +27,10 @@ Salesforce offers a ton of [resources](https://trailhead.Salesforce.com) if you ## Managing our CRM People currently come into Salesforce through one of the following ways: -- They email sales@posthog.com -- They fill in a contact/demo request form through the website -- They are manually added to Salesforce by a member of the team, e.g. if you met someone interested in PostHog at an event +- Email Inquiries: When someone emails our sales team at sales@posthog.com +- Website Forms: When they complete a contact or demo request form on our website +- Product Sign-ups: When they sign up for specific products or plans that include onboarding assistance (e.g., Teams Plan) +- Manual Entry: When a team member manually adds a contact, such as meeting someone interested in PostHog at an event ### Email