Start of Day Look at Twitter, Linked-in, Yammer on Start Homepage. Outlook – Yammer and CRM dashboard. Check my email, saw a potential lead and allocate it. Calendar – Check my schedule, open up the first appointment and quick link to the opportunity to prepare for the meeting.
Prepare for Meeting Opportunity Overview, Look at sales stage, Revenues, and Yammer Activities. Saw the PPT in Yammer, Open and Review PPT, and show some changes. IM via Lync Shania – change the logo, meet me earlier.
Use Mobile App to book cab.
In the taxi, Launch the CRM MoCA, look at the some dashboards on the homepage. Click into the opportunity, review status and last discussion pointers. Launch the Sonoma App to move around some pipeline.
At the client office, Open the ppt from MoCA. Do the presentation.
Back to taxi, Launch the CRM MoCA, move the sale stage, check-off 2 activities and create 1 new task. Wife sends you email to look at photo of son having fun while I’m working.
At the Airport, Shania calls Stephen, Ask for urgent discount and for approval. Launch CRM Mobile Activity Feed App and approve the discount. Get into the Lounge, see looking at the phone, follow up on James Bon lead picked up earlier from email. Start looking at Forecast xls, punch the Data>Refresh from CRM button. Receive a Skype call from Kid, say goodbye and wish good trip. Before pack up, save the excel and send email off to Brad CFO.