Rich Text Components improve Salesforce User Adoption. In this CAS Come and See Video, Natalie Battista shows you how you can use the rich text component to deliver messages to your Salesforce users. In this case, Natalie shows how you can remind your sales team to update their close dates with a component that displays when an opportunity is past due. This is a great way to drive additional Salesforce user adoption and keep your CRM data as crisp and clean as possible!
Converting leads in Salesforce – how and why would you ever do that? Leads are one of the most underused objects in Salesforce; we have many clients who do not use Leads and we want to show you how and why you should really consider this valuable object! Cory Frey of Cloud Adoption Solutions shows you how Leads are the coolest object – did you know you can actually create THREE records (Account, Contact, and Opportunity) by converting one Lead? What power!
In person events are back! But will they be changed forever?
Salesforce has a long standing tradition of having larger-than-life, experiential events. Built upon the great community that works in Salesforce everyday, lavish parties, celebrities, and incredible talks have always been a staple of the Salesforce event world. A Salesforce Admin could go to a large Salesforce keynote only to find themselves at a Metallica concert with thousands of their Ohana.
How do you make your Salesforce org “sellable”? If you’re entering an M&A event, your Salesforce instance will be one of the primary ways to identify the leading indicators of pipeline, and therefore company, value. Join Natalie Battista MBA and Shannon J Gregg PhD as they discuss ways to get your Salesforce org ready and sellable!
Huge news – Salesforce has reimagined Sales Cloud!
Everyone knows it, everyone loves it, but that doesn’t mean that Salesforce is going to stop improving it. The new features and changes to Sales Cloud are designed to take things to the next level. It feels like this year has been a slow start for new tech, almost as if things were winding up for a big swing, and here it is.
How to Hide Self View in Zoom: Zoom fatigue is real. Bouncing from meeting to meeting, sometimes you get tired of looking at your own self – and it can be distracting! Did you know that you can hide the self view, so you can see other people on video without looking at yourself? It feels more natural, as if you were actually in a conference room with other people. Cory shows you how to hide self view, and how to bring it back, step-by-step.
The ONLY Conference for Sales, Marketing, RevOps, and Commercial Executives in the Life Sciences Industry.