Interested in learning how Salesforce can impact your business? Join us for an engaging session about how to make the most of Salesforce.
With the rapid transition to remote work, directives to do more with less, and ever-higher customer expectations for seamless service, companies of all sizes and industries are considering or have recently implemented customer relationship management (CRM) platforms such as Salesforce to make the most of their data.
We'lll share our knowledge as a Salesforce (SFDC) preferred professional services implementation partner to help you evaluate Salesforce for your business, make the best decision on whether to implement Salesforce or not, and ideas if you need to course-correct on a Salesforce journey that’s already underway.
What You Will Learn
The panelists will cover:
- How to best leverage the Salesforce ecosystem
- Actionable ideas to maximize the platform’s potential
- Best practices and use cases
Finally, the panel will dive into Formstack, a revolutionary way to collect data and put it to work in Salesforce. With its platform of workplace productivity products, Formstack digitizes paper-based processes through digital forms, automated document generation and eSignature to improve and streamline the Salesforce experience.
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Speakers
Traci Whetzel, Salesforce Practice Lead, Centric Consulting
Zak Pines, VP, Partnerships for Formstack