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SFDC - Single Source of Truth (sync-up with Misha, Kiran, Greg) - Apr '…
SFDC - Single Source of Truth (sync-up with Misha, Kiran, Greg) - Apr '25
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What I am practicing
Weekly presales sync-up driven using SFDC vertical specific dashboards that have 2 reports and specific columns that are most relevant
Using clear naming convention, updating next steps, notes, opportunity stage, deciding when to follow-up based on aging etc. all based on the reports
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Action Items
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Via AMs, we should have ENs and EE logged in SFDC too
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Reviewing the fields and deciding which to keep - Amit P,.... then of course Kiran, Greg, Raunaq, Misha
How to bring value to the onsite team, presales, marketing
DM access - via a SFDC plugin?? Or a very simple system internal which DMs can fill data in and then info is copied by SFDC.