salesforce implementation - round 2
TRANSCRIPT
Salesforce Implementation
Round 2
By the End of Today’s Meeting
● You’ll have a new definition of CRM
● Our path with Salesforce and how we’ll be using it will be clear
● You’ll begin to question my presentation skills
● No you won’t, you’ll be in awe by them!
Agenda
● Salesforce Philosophy○ Make it Personal○ Tip the Scales○ Craft the Journey○ Setup the Options○ Keep it Simple
● Step by Step Demo with Discussion
Make it Personal
Think of your first car.
1986 Silver Toyota Cressida
Giving Ownership Creates Trust
Tip the Scales
Craft the Journey
Setup the Options
Keep it Simple
TACTICAL, ONGOING
MAINTENANCE.
NO CLUTTER,
NO EXTRA STEPS.