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You are invited to a party to celebrate the kickoff of Salesforce at CII. No laptops needed this time. Get ready to have a good time and learn. A Hawaiian lunch will be served.
- September 24, 2018 from 1112:30am to 2pm3pm
Alamo Room
Audience: All staff.
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Agenda
12:30 Welcome and Lunch
- Introduction to Salesforce introduction video
- CII System Map: How it all connects.
- CII - Salesforce dictionary
- What's in the 2018 rollout?
- What's coming in the future?
- Video and pod instructions
1:30 Breakout into pods - 15 minutes each.
- Managing company and individual records & passwords - (Accounts and Contacts), Connection to Kentico. Lead Accounts, Contacts, and Passwords. Led by Ila
- Member & Subscriber Prospecting and Renewals - (Sales, Campaigns, Collections, Opportunity Management), Lead Billing, Led by Simone
- Reports and dashboards - ErikaDashboards, Led by Erika
- Committees and Events Tracking - lead Attendance, Led by Susan
2:30 Training signup and incentive program
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