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Salesforce workshop

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on 19 July 2016

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Transcript of Salesforce workshop

Adoption and experiences so far
Discuss and align processes
Review reports/dashboards
Review segmentation
Introduce some new functionality
Objectives today
Salesforce workshop
Meeting expectations?
Your experience of Desk.com and SalesCloud
On your tables, please discuss and compare how you are using the following SalesCloud functionalities:
Discussion and feedback
Reporting and dashboards
Legal documents object
Map plotter app
Pardot linkage - webshop registrations
New functionality
Webshop registrations
Improvements or feature requests you would like for SalesCloud or Desk.com?
Your wish list
Amanda Russell and Kathleen Lehnigk
Level of adoption in your team?
We asked you to tell us one positive outcome, and one issue you are experiencing, with each system
Visit reports and meetings
Outbound calls
Share back with the whole group after 5 minutes
Full transcript