Accounts and Contacts are core to your business. Understand the models available to manage your customers, ownership of Accounts, visibility and accessibility of Accounts and Contacts, and relationships to other information to provide the 360 Degree view of your customers.
You will walk out of this Circles of Success best practice discussion with the ability to make decisions on:
Account Customization Options
Account Sharing and Visibility
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.