ALl Classes + Events
Data Science

How to Truly Excel: From Spreadsheets to Salesforce

Are you looking to bring the power of Salesforce to your organization? Whether you are an experienced end user, or completely new to Salesforce, this workshop will show you how Customer Relationship Management (CRM) systems can help you keep better track of prospective clients, manage accounts and opportunities, manage their workflow, communicate with clients, and run reports.

*Lunch will be provided 

Agenda

  • What is Salesforce?
  • Salesforce vs. CRM
  • CRM Benefits
    1. Improved Informational Organization
    2. Enhanced Communication
    3. Automation of Everyday Tasks
    4. Instant Analytical Data + Reporting
    5. Integration with Third Party Apps
    6. Data Available Anywhere (Mobile App)
  • Next Steps: Implementation + Ongoing Support

Prerequisites

This workshop is for all – from newbies to experienced Salesforce users

Logistics

This workshop will be held at Betamore’s City Garage campus at 101 W. Dickman Street, Baltimore, MD 21230. Parking is available onsite.

Questions

If you are looking for additional information on workshop details, please email education@betamore.com.

 

 Register Here

  • date_range
    Wed, Jul 11th

    11:30am – 1:00pm

    Instructor
    Photo of Harmoniee CRM Solutions
    Harmoniee CRM Solutions

    Harmoniee CRM Solutions is a consulting firm focused on helping businesses, nonprofits and higher education clients succeed by creating powerful solutions built on Salesforce. Our services include implementations, ongoing support, and end user training.

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