Salesforce Adoption Masterclass
The “Swiss-army-knife” Cloud: Unleash Salesforce Beyond Sales…
Is your business struggling with fragmented data capture across spreadsheets, clipboards, sticky notes, and single-purpose niche apps?
Avoid data silos, inefficiencies, and costly integrations! Unlock the full potential of Salesforce as a multi-purpose Swiss-Army-Knife cloud — a unified digital transformation solution to replace fragmented tools with zero-code connectivity to back-office / ERP systems.
Adoption Coach
An ex-Salesforce Veteran with 16 years of Salesforce experience, Hyder Mirza, CEO of CloudJunction, a professional services and SaaS technology firm, will walk through how CloudJunction runs its entire business operations on 3 cloud apps (Salesforce, Quickbooks, Google Workspace), managing the business with 8 to 10 Salesforce Dashboards, leveraging Salesforce’s Automation and Analytics capabilities across a wide range of business needs including:
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- 1. Pipeline Management, Marketing and Customer Service (of course!)
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- 2. Project Management for Client-facing and Internal Projects
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- 3. Contract management and subscription renewals
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- 4. Timesheets for project management
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- 5. Expense tracking and Receipts
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- 6. Automated batch Invoice generation
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- 7. Online Digital payments processing
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- 8. Product Management, bug-tracking and roadmap planning
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- 9. Digital document generation
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- 10. Client Portal for Project Collaboration
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- 11. Survey for CSAT