Marketing Cloud, Trailhead...
PepTalkHer is a Trailblazer in gender pay equality
This small business is making a big impact on women in the workplace.
PepTalkHer is closing the pay gap with help from Salesforce Essentials.
PepTalkHer is a Trailblazer in gender equality.
Do business where you want, when you want.
First and foremost, Palmer uses Essentials for her email, tracking every customer interaction so nothing falls through the cracks. Keeping everything in a central location also makes it easier for anyone on the team to pick up a conversation with any lead or customer, whether today, tomorrow, or somewhere further down the line.
Emailing through Salesforce also lets Palmer and her team reply to messages and share pricing info, partnership decks, and other collateral anytime and anywhere. “I’m always meeting with people, catching up with people, and attending events late into the evening,” Palmer said. Essentials makes it easy to reply from her desk or from her phone in the back of a car between appointments. For a small business owner with an endless to-do list, turning commute time into work time is a real advantage.
A self-confessed night owl, Palmer also loves the Salesforce Inbox email scheduling feature, which lets her write after-hours emails that don’t go out until business hours the next day. “It’s a bit awkward getting a 3:00 a.m. email, isn’t it?” she asked with a laugh. With Salesforce Inbox — which comes free with Essentials — Palmer and her team can write now and send later, with the tap of a button.
Scale your time with business automation.
Like any entrepreneur originally from a non-business background, Palmer had to learn the CEO role on the job. When it comes to keeping financial oversight of the business, the Essentials dashboard features come in handy. Customizable, easy-to-read charts provide a bird’s-eye view of revenue, pipeline, and other key metrics.
Time is a precious commodity to any small business, and Essentials’ automation and AI capabilities help make the most of every minute. From tracking leads and projecting revenue to surfacing new opportunities and nudging team members to follow up with customers, Essentials helps PepTalkher get things done faster. “It absolutely scales my time and my ability to respond quickly and efficiently to clients,” Palmer said.