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Salesforce Success Story

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Travelle Barksdale

on 20 January 2016

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Transcript of Salesforce Success Story

“Alone we can do so little; together we can do so much.” —Helen Keller
Current pain points
Proposed solutions
Workflow Demostration

We will discuss…

Truth in Advertising's excel data tracking is not sustainable or scalable. Salesforce will assist with:

Data tracking
Analyzing pipeline & forecasting
Communication & information sharing
Accessibility & ease of navigation
Integration of CRM practices
Connecting the dots between data & decision making

Pain Points
Salesforce allows the user to
Track budgets, campaigns and results together in real time
Quantify metrics from previous and prior months to see what's working and what's not
Access rolling reports
Data Tracking & Forecasting
Analyzing Pipeline
Communication & Information Sharing
Accessible from any web browser
Available on multiple devices
Simple interface
Dozens of pre-built reports and dashboards
Thousands of apps and add-ons available
Accessibility & Ease of Navigation
Customize sales tactics for you demographic
Salesforce is fully mobile and covers every customer touch point and every stage of the customer lifecycle, so you can close deals, log calls, and do it all — wherever you are.
Integration of CRM Practices
Your chief level staff and sales managers has the opportunity to see how campaigns are peforming and track progress to company goals.
Connecting the dots between data & decision making
Salesforce Sucess Story
Using Salesforce to improve your business needs!

Pipeline snapshots on your Salesforce dashboard help you and your company keep a pulse on current sales.
Examples of Pipeline Snapshots
Chatter provides push notifications and allows employees to subscribe to a new campaign or event
Because Salesforce uses cloud computing, multiple people can collaborate on a campaign
Full transcript