Salesforce Integration (SFDC) Coffee Chat 9.13.23

Review our Salesforce Integration Coffee Chat to discover how you can foster increased collaboration with your sales team, optimize departmental efficiency, and turbocharge your reporting capabilities utilizing the SFDC Add-On.

During the call we cover:

4:04 SFDC Integration Overview
13:16 + 25:32 SFDC Reporting
6:25, 9:42, + 29:05 Sales Team POV
6:57 Intake with SFDC
11:14 Proposal Manager POV
16:05 Open Q/A - We discuss resources for Implementing SFDC, Setting Up Intake, and utilizing Custom Fields via SFDC

The Salesforce Integration is an Add-On Feature. Please contact your Account Manager if you'd like more information.

Coffee Chat | SFDC Integration.pdf

Want to attend the next event live? Sign up for future Coffee Chats in the Community!

https://rfpio.vanillacommunities.com/group/5-events

Salesforce

Proposal Management

Coffee Chat

Comments

Thanks to everyone who joined us today on our Salesforce Integration Coffee Chat!

@Susan Felke had a great question regarding how to set up Custom Fields in relation to the SFDC integration.

This article from the Help Center will help explain how to do it.

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