Garry Mansfield - Use Salesforce to better qualify opportunities, improve forecasting confidence and lift win rates.
With low win rates, it's clear that many deals fail to justify the resources invested. In this session, Garry will share key considerations when qualifying B2B sales opportunities and 'how to' identify pipeline risk. See how DealSheet can be used in Salesforce to improve rep productivity, forecasting accuracy and help the sales team to focus on deals that can deliver your number.
James Beezley - Create a Declarative Progress Bar
A chance to gets hands-on and build a visual progress bar to enable users to see, at a glance, the status of support tasks’ completeness. So make sure you bring a fully charged laptop and have access to a dev org or sandbox so you can build your own bar!
These bars can be presented on record pages, list views and reports and should represent, graphically, how much work has been achieved and how much is yet to do.
Lee Duffy - Customer Story - Recovering from a bad implementation.
AICOs Salesforce experience was subject to a bumpy start, and Lee is going go through where it went wrong, lessons learnt and what they are doing to get their system back on track.
Matt Bray - SalesTrip
Matt will be providing an overview of Sale Trip and all-in-one travel and expense management on Salesforce
This is a super slick travel booking, ticketing and expense management system that is changing the way organisations manage, govern and justify business travel and expenses. It measures the return on investment (ROI) from your travel and expense spend for the first time and shows this clearly against opportunities and projects.. all with a few clicks!
Global Vice President Sales & Partnership
I am one of those people that gets a real buzz from delving into difficult business problems, and - through exploiting the capabilities of Salesforce - I come up with creative and useful solutions in a fraction of the time that my clients expect.
I have worked with organisations across a broad range of sectors, including: Financial Services, Public Sector, Pharmaceutical, Automotive and Retail and enjoy the distinctions and nuances each industry brings. Often there are comparable challenges too - albeit with seemingly different symptoms at face value - and I find a similarly structured approach works well even in very different business environments.
SalesTrip is the worlds-first integrated Business Travel and Expense Management solution built directly into the Salesforce CRM. SalesTrip is a Salesforce certified ISV Partner, with solutions enabling customers to "book travel" directly with suppliers (air, hotel, rail etc) & "process expenses" in-tune with their company policy or budget. Every cent of spend is rolled up against any activity (opportunity, account, marketing campaign, support case etc) providing customers with a definitive total cost of.... customer, opportunity, campaign (et al). Through leveraging Business Travel and Salesforce ecosystem partners plus the worlds most advance Platform SalesTrips vision is to provide customers with a completely cost neutral solution that will solve the biggest challenges in traveler experience and business operations: Traveler Safety, Cost Reduction, Budget Control, Online Booking Tool Compliance, Full Content Access, Traveler Wellbeing, Expense Integration and Enhancing the Traveler Experience.