Post Go-Live End-Users Connect - Your users are already familiar with Salesforce is and how to use it. What topics can you cover in this case? Tips on What Topics / Features to cover? How to Engage with your end-users after project go-live with a Salesforce-well versed customers

3. SALES TEAM
LEADERSHIP CONNECT

5. PICK A USECASE
ENCOURAGE A
VOLUNTEER FROM
THE AUDIENCE TO
SHARE SCREEN
AND SHOW HOW
THIS SCENARIO
WILL BE CREATED I/
HANDLED IN
SALESFORCE
A DIFFERENT
OUTREACH FOR
YOUR CUSTOMERS
BASED ON
CUSTOMER
PREFERENCES
WHETHER A
PHONE CALL GOES
WELL, OR A
PROSPECT OPENS
AN EMAIL?
HOW OFTEN
SHOULD YOU
CONNECT WITH
YOUR
CUSTOMER?

6. DO YOU HAVE
DIFFERENT TYPES OF
CUSTOMERS?
01
HOW LONG
SHOULD YOU WAIT
FOR YOUR NEXT
FOLLOW-UP?
02

7. THRE SHOULD BE A DIFFERENT OUTREACH METHODOLOGY DEPENDING ON CUTOMER
BEHAVIOR
WHETHER A PHONE CALLS GOES WELL
PROSPECTS PREFER EMAIL –
***ADOPT TO YUR CUSTOMER’S PREFERRED MODE OF COMMUNICATION***
03

8. HOW ARE YOU
EVALUATING
YOUR
OPPORTUNITIES?
YES, WE
RECOMMEND USING
SALESFORCE FOR
SALES REVIEW..
DO YOU KNOW HOW
TO USE
DASHBOARDS TO
REVIEW YOUR SALES
TEAM PERFORMNCE
WITH DASHBOARD?
SHOULD YOU DO
DIFFERENT
FOLLOW-UP
OUTREACH
DEPENDING ON
WHETHER A PHONE
CALL GOES WELL,
OR A PROSPECT
OPENS AN EMAIL?

9. TALK ABOUT
PERSONALIZED
MESSAGING
HOW SALES TEAM CAN
SPEND LESS TIME IN
COMPOSING EMAILS &
SPEND MORE TIME
SELLING USING EMAIL
TEMPLATES
GIVE USE CASES
EMAIL TEMPLATES CAN
NOT ONLY BE USED FOR
CUSTOMERS BUT FOR
INTERNAL FOLLOW-UPS
AS WELL
SHOW HOW ITS
DONE
GIVE REAL LIFE
EXAMPLES
ASK FOR A
PROBLEM
STATEMENT –
SHOW HOW IT
CAN BE DONE
WITHIN A
FRACTION OF A
SECOND & THUS
SAVE TIME

12. SUSHMA TIWAARI