Optimize Salesforce in Times of Crisis
As we head into the weekend, I think about the effect COVID-19 has had on myself, my team, and even my neighborhood. Some days feel like any other day. Some days are stressful and scary. And yet when I see those neighborhood kids speed around on their bikes, I can’t help but acknowledge that the show must go on.
I’ve put together a miniseries that I believe could help just about any @Salesforce customer deal with some of the ramifications of this epidemic. I don’t pretend to have all the answers, but I do have a few simple tools that should help. This video series goes over the following:
- How to Track Risk to Your Pipeline
- How to Improve Collaboration Within Your Sales Team
- How to Automate Deal Flagging & Escalation with Process Builders and Custom Notifications
- How to Display Key Records on Your Home Page
Good luck, stay safe, and enjoy your weekend.
#salesforce #administrator #solvd
Sr Salesforce and GTM Software Admin | I Help Align Marketing, Sales, and Customer Service To Delight Customers and Maximize Revenue
4yGreat ideas. Also, learned a lot from watching how you work through these SFDC features. Thanks for posting.
Salesforce and Certinia PSA Administrator at GuidePoint Security
4yGreat videos Spencer