In this session, based on first hand experience, we will discuss some of the shortcomings of the Salesforce platform faced daily by Sales, Service and Support staff.

Using our own sales teams as a reference case; We will discuss how users performing simple tasks such as managing forecasts, updating multiple objects/records or creating a series of tasks began to enjoy unrivaled productivity gains with the implementation of GridBuddy.

Key Takeaways:

• More accurately managing pipeline and forecasting
• Understand how to accomplish multiple & data- tasks in a single action
• View, edit and work with the data you want, in the way you want it
• Understand some of the implications of data hygiene on compliance