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Charlotte User Group: January 25, 2019

About this event

11:30am - Noon

Check-in, say hello to your new Salesforce friends, and grab some lunch (It's always something delicious! ), ask some questions, meet your presenters.

Agenda

Noon - 2pm
Welcome, Introductions, and Announcements

XL-Connector by Alex Tarasevich
XL-Connector provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click – no CSV files, no hassle, and you have all the amazing tools of Excel right at your fingertips: pivot tables, charts, formulas, lookups, etc. ~30-day FREE trial!~

Alex will tell us about other cools tools provided by Xappex as well. Can't wait? Check it out now https://www.xappex.com/

Cirrus Insight by Aaron Riley
Everything you need from Salesforce, in your Inbox! Add a little automation to your sales routine, and skip the busy work involved in manually logging activities to Salesforce. We'll learn where Salesforce for Outlook ends and the advantages of Cirrus Insight begins. Pretty powerful stuff! 

Q&A and Lightning 101: 
Plan on an open discussion, bring your questions, bring your Lightning Readiness Reports, bring your challenges and let's #ProblemSolveTogether.

Closing

********************************

Fun to Know

#UnicornRumors 

#TechPrize

When

Friday, Jan 25
11:30 AM - 2:00 PM (EST)

Where

MapAnything
5200 77 Center Dr #400 Charlotte28217

Group Leaders

  • Jackie Travieso

    Jackie Travieso

    CLT Admin Group Leader | T2 Associates | MVP

    (MVP | CLT Administrators Group Leader | MVP Offic

  • Manny Travieso

    Manny Travieso

    T2 Consulting

    Leader

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