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:

  1. How to Track Risk to Your Pipeline

  2. How to Improve Collaboration Within Your Sales Team

  3. How to Automate Deal Flagging & Escalation with Process Builders and Custom Notifications

  4. How to Display Key Records on Your Home Page

Good luck, stay safe, and enjoy your weekend.

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