Territory Management

Expand how you organize your data access and forecasting

An implementation guide for deploying territory management

One of the quickest ways to boost sales is to fix and align territories -- but only if you get it right. Join us to see first-hand examples of how salesforce.com and various customers “get it right” by leveraging data in Salesforce to optimize segmentation and territories.

Tips for salespeople to learn how you can view all accounts in your territories no matter who the account owner is.

Territory management is a powerful tool for ensuring your reps are selling to the right customers and your forecasts are flexible and accurate. Join your sales operations peers at this session to see how Salesforce territory management works, hear from customers who are successfully using the functionality, and take away best practices for implementation.

Application Management (Account, Contacts, Activities etc.)

Salesforce gives your entire company a 360-degree view of each of your customers, enabling you to acquire deep knowledge of every account, facilitate collaboration across your organization, and build and maintain strong, lasting customer relationships.

Activity Management is one of the central building blocks for CRM. It allows you coordinate customer-facing activities and develop a compete view of the account.

A panel of sales engineers and other team members discuss exactly what their million-dollar producing account executives did to make their $1+ million pay checks. Curious? We thought you might be.

Your top sales people want to spend their time on closing large transactions...but what happens when you have problematic customers who need a lot of attention? How do you balance growing customer demands while making you and your customer successful? Join us to get the answers you need.

A zip file containing a number of helpful mail merge sample templates to work from

Tips and hints for activities which include calendar events and tasks.

Tips and hints on list views that give you instant access to specific sets of data

Tips for Sales Reps including creating accounts, contacts and opportunities

Tips for using HTML email templates to create professional high-impact emails for your teams.

Tips and hints on using Force.com Connect for Offline

Account Planning

Ready to improve management of your most important accounts? Join us for a primer! You"ll leave this session with a basic understanding of how salesforce.com and a top customer use Salesforce to identify, target, and track progress at target sales accounts.

Account planning is both an art and a science. Come hear from customers who've successfully implemented account planning using Salesforce to drive and monitor results, and benefit from their experience. This session provides the inspiration and knowledge you need to conduct successful account planning in any organization.

This presentation identifies how salesforce.com can be used as a sales effectiveness tool. It's not just about tracking accounts, contacts, opportunities, and activities!

The presentation talks to managers on how they can use salesforce.com as a sales effectiveness tool and how can they use the application to get valuable information out it.

Can your strategic account reps take down their biggest accounts? It requires goal-setting and team coordination. Well look at the best practices of salesforce.com and a top customer, and youll leave knowing how to empower your team to plan their attack on your most important targets.

Tips and hints on using Salesforce if your customers are individual clients rather than companies or institutions