On-Demand Webinar

The Entire Customer Life Cycle In One User Experience

The Salesforce experience requires navigating in and out of records to get work done. This less than ideal user experience can make the process of updating and logging activity tedious and time consuming. In turn, this discourages user participation and adoption, which leads to outdated data and defeats the purpose of what a CRM should do.

In this webinar we will touch on Lead Management, Opportunity and Pipeline Management, Case Management, and Customer Success use cases to show you how you can manage the entire customer life cycle in one user experience, by surfacing the data you need when and where you need it—without clicking around.


Watch the webinar to learn:

  • How to streamline any business process into single editable views to accomplish work faster in Salesforce
  • How to tailor the user experience for any user role, geography, and or process
  • How to increase productivity by up to 400% by empowering your users with the right data, at the right time

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