FirstRain Learning Center

Training Videos

Watch a quick video

https://www.youtube.com/watch?v=wB4ICBoHiTA

Video 1: Accessing FirstRain

https://www.youtube.com/watch?v=ncpTEoe8j-I

Video 2: Getting Started with FirstRain

https://www.youtube.com/watch?v=TTdyYlzMvM0

Video 3: Creating Channels

https://www.youtube.com/watch?v=wB4ICBoHiTA

Video 1: Accessing FirstRain

https://www.youtube.com/watch?v=ncpTEoe8j-I

Video 2: Getting Started with FirstRain

https://www.youtube.com/watch?v=TTdyYlzMvM0

Video 3: Creating Channels

https://www.youtube.com/watch?v=cUMkcnF1asY

Video 4: Accounts Channel

https://www.youtube.com/watch?v=pU52Yifjw0s

Video 5: Single Account Focus Channel

https://www.youtube.com/watch?v=HuWSBpWDpas

Video 6: Competitors Channel

https://www.youtube.com/watch?v=TTdyYlzMvM0

Video 7: Custom Channels

https://www.youtube.com/watch?v=3_tFiUY3NN0

Video 8: Ad Hoc Searches

https://www.youtube.com/watch?v=U8NvenxUQOQ

Video 9: Email Settings

https://www.youtube.com/watch?v=KSp2olIrrrM

Video 10: FirstRain in Salesforce

https://www.youtube.com/watch?v=EkyUmJ3GAZs

Video 11: Filters

https://www.youtube.com/watch?v=veGYRyv4JY4

Video 12: Meeting Briefs

6 Quick Tips

1

Meeting Briefs

Calendar synching is easy – setup once, be prepared forever.

2

Share Insights

Bookmark and send them by email with one click.

3

Search Effectively

Search companies, topics, and themes for pin-pointed results.

4

Email Settings

Get tailored email updates, to meet your needs

5

Use QuickViews

Filter your Channel insights with QuickViews.

6

Update Accounts

Add, change or delete prospects and customers.

User Guide

The Jogger

Learn the fundamentals with
FirstRain Basics

The Runner

Run through set up with
Quick Start

The Climber

Become an expert with
Advance Your Skills

Meeting Briefs

FirstRain for Mobile allows you to sync your calendar with Meeting Briefs
for a comprehensive, up-to-date snapshot of your client business.

Mobile Downloads

Insights on the go

iPhone

Android

iPad