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Circles of Success - Increase Productivity with Activity Management

Knowledge Article Number 000214394
Description
Circles of Success Logo
Increase Productivity with Activity Management

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Activity Management increases productivity and insights. This session takes you on a journey highlighting the importance of Activity management, how to capture activities that are everywhere, and how this information provides business insights. 

Take this opportunity to discuss and learn from other Salesforce customers on how they are leveraging Activity Management techniques to increase productivity and insights.
 
Some of the key topics we will cover include:
 
✓Why activities are important
✓Micro moments and Integrations
✓How do I measure activities
 
Join us, along with a number of other like-sized Salesforce customers, in a moderated discussion on how to best manage your business activity. Ask questions, share ideas, discuss, and engage – that's the blueprint for a successful Circles of Success best practice discussion! 
 
Target Audience:
 
✓Business users with a basic level of Salesforce knowledge.
 
Learning Objectives:
You will walk out of this Circles of Success best practice discussion with:
 
✓Collaboratively learn about a Sales Process development framework that you can use
✓Addressing common challenges with using CRM to manage your Sales Process
✓Discuss best practices for user value and adoption
 
Pre-Requisites:
 
✓Access to a PC or Mac with ability to install GoToWebinar
 
Success Community Topics:
Any discussions/collaboration on the Salesforce Success Community relevant to this Roundtable will be tagged with the following Topics.
 
✓#CoS
✓#CirclesOfSuccess
✓#Activities


 
For more resources on this topic check out the Achieve More: Win More Deals Hub


 




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