FirstRain Training Videos – FirstRain Support

Overview

You may want to review videos on how to use FirstRain and its common features.

Name of the Video	Covered Topics
Accessing FirstRain	How to access the FirstRain site. Accessing FirstRain from the panel in Salesforce, from email reports, and from your mobile device.
Getting Started	How to set up your role and desired channel types.
Creating Channels	How to create a channel and add desired companies.
Accounts Channel	Describes panels available in the Accounts channel: What’s New Who To Call Management Changes Key Developments FirstReads Influencers & Market Drivers Social Commentary
Single Account Focus	How to create a Single Account Focus channel that is used to follow specific subsidiaries of a company.
Competitors Channel	How to create a Competitors channel that is used to review information about your company's competitors.
Creating Custom Channel	How to create a Custom channel based on topics and lines of business and set up additional filters.
Ad Hoc Search	How to use Ad Hoc Search to find information about companies or topics.
Email Settings	How to configure daily emails for your channels.
FirstRain in Salesforce	How to use FirstRain when it is embedded into Salesforce.
Using Filters	How to apply additional filters to your channels.
Meeting Briefs	How to integrate FirstRain with your calendar in order to get the latest information about your customers before a meeting.