Columbus GA Salesforce Group: Sales Manager Cheat Sheet

Salesforce Admin Group, Columbus, GA, United States
Wed, Dec 4, 2019, 3:30 PM (EST)

About this event

Join us on Wednesday, December 4th from 11:30 to 1:00 for the next meeting of the Columbus Salesforce User Group. In addition to an opportunity to network with local CRM experts and a free lunch, the presentation topic will be:

Sales Manager Cheat Sheet: Using Salesforce to answer the most common sales management questions

While every business is different, there are common best practices and obstacles for most sales teams. This session will provide a number of insights into the world of Salesforce Sales Cloud for all roles, from Sales Managers to System Admins.

Proposed questions include:

Why can’t I find anything in the CRM?

What’s the most common problem when qualifying leads?

How do I know that a lead hasn’t slipped through the cracks?

Why aren’t my reports accurate?

How can I find bottlenecks in the sales process?

Why does the pipeline look great...right up until closing?

How many sales stages is too many?

What are the obstacles to scaling the sales team?

Great, I’ve got do I track renewals or churn?

Why is the assigned account manager always wrong?

I don’t want to reinvent the wheel...what is everyone else doing?

How can I learn to build my own reports?

This event is hosted by our friends at Cloud Notions. Everyone is welcome, but please RSVP for an accurate headcount.

About the Speaker:

Jim Gordon is the CEO and Systems Architect at Cloud Notions, the Columbus GA Consulting Partner. They specialize in implementation and development on the Salesforce platform. Jim is an 13x certified Salesforce Architect and a graduate of Indiana and Auburn Universities. But, most relevantly for this presentation, he has worked with dozens of successful sales managers and observed their best practices.


Wednesday, Dec 4
3:30 PM - 4:30 PM (EST)


Columbus Public Library Auditorium
3000 Macon Road Columbus31904

Group Leader

  • Jim Gordon

    Jim Gordon

    Cloud Notions


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