Event Details

Forecasting webinar with Angela from LinkedIn

The third Thursday is upon us which means we get to meet for another webinar.  We have Angela Pellegrino, Salesforce Administrator, at LinkedIn to talk to us about how they've been doing forecasting all nativly within Salesforce. They don't use the Salesforce Forecast module and she'll walk you through what customizations she did to their opportunities to make it work for them: new picklists, formula fields and some validation rules.  (Due to the nature of this information I will not be recording this session)

Then I'll show you the "One" report our COO looks at to run his forecast.  Incidentally it stopped him from modify the entire renewal ordering process with one formula field and this report.  If we have time I'll show you how we automated our 'customer base'.  Can you say you know exactly how many new customers you added this quarter? How about Lost? What do you consider a customer, anyone that has purchased or one that is currently under support?

As a reminder below are the upcoming topics:

  • July 16th Webinar - 10:30 am - Opportunity Management (Forecasting)
  • Aug 20th Quarterly Meeting - 10:30 am 1 pm . Mini-mini-mini Dreamforce. One topic for each business unit: Sales, Marketing, Support, and Adv. Admin/baby Dev. (you've received one email already and you'll be getting more about the topics of discussion.)
  • Sept 17th Webinar - 10:30 am -  ERP integration or Quoting (let me know on the linked in group OR bottom of the registration page)
  • Oct 15th Webinar - 10:30 am - Support, customer portal.
  • Nov ( Dreamforce User Conference 18th-20th)
  • Dec  17th - Webinar - Post Dreamforce briefing. Share what you learned or missed.

 Past meetings:

  • June 18th Webinar - 10:30 am - Lead nurturing, Lead tools (click here for recording)
  • May 21st Quarterly Meeting - 9 am. Carla Shih speaking on Social Marketing
Date, Time and Location
When
Thursday July 16, 2009
10:30 AM - 11:30 AM Pacific Daylight Time

Where
iLinc - Webinar
address [Where you sit]
City [The place you day dream], xx postal code

  
Event Contact
Communityforce
 
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