If you didn’t get the chance to attend in person, you can still catch our webinar, “The Journey to Salesforce Success: Choosing Your Path,” on-demand.
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.
During our webinar, “The Journey to Salesforce Success: Choosing Your Path,” we share our knowledge as a Salesforce (SFDC) consulting and implementation partner to help you evaluate Salesforce for your business, make the best decision on whether to implement the tool or not and ideas if you need to course-correct on a Salesforce journey that’s already underway.
Our experts tackle top misperceptions about Salesforce and answer common questions about determining value. After listening, you will have the knowledge you need to make your case for using it or reinvigorate an existing implementation.
The panelists also:
- share how to best leverage the Salesforce ecosystem
- provide actionable ideas to maximize the platform’s potential
- share 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.
About the Speakers
Traci Whetzel, Salesforce Practice Lead at Centric Consulting
Traci helps companies implement, redesign, strategize, and achieve a return on their Salesforce investment. With experience as a user, manager, administrator, and consultant on the Salesforce platform across her 15 years in the CRM industry, she brings a unique understanding of user needs across the organization.
Zak Pines VP, Partnerships for Formstack
Zak developed Omnicom Group’s first marketing automation practice at LiveTechnology in the 2000s, and later the first NBA analytics and data mining products for IBM. He has scaled global demand generation and spearheaded revenue generation in global data companies across his over two decades of experience in MarTech. This enables him to help businesses reach their goals through sales-aware marketing leadership and marketing-aware sales leadership.