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.