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25th April 2019 - Meeting

About this event

Garry Mansfield - Use Salesforce to better qualify opportunities, improve forecasting confidence and lift win rates.

Outside In

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!


Speakers

When

Thursday, Apr 25
2:00 PM - 6:00 PM (BST)

Where

The Studio
Cannon Street BirminghamB2 5EP

Group Leaders

  • Leanne Harkin

    Leanne Harkin

    system-f

    Community Group Leader

  • James Beezley

    James Beezley

    Community Group Leader

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