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High-Performing Account Teams: How Salesforce and Zscaler Built Seamless Customer Experiences

Featured Speakers:

Megan Allen, Global Revenue Velocity Manager, Zscaler
Maureen Davis, Senior Marketing Manager, Salesforce
Michelle Bonnice, Senior Solution Engineer, Salesforce

Team selling is at the center of building a seamless customer experience. Unfortunately for most businesses, sales teams rarely work together inside their CRM; which means they are constantly taking data and processes out of Salesforce. With critical information and processes scattered across emails, chat, and files – it’s not only slowing deals down, but impacting customer relationships too.

Salesforce Anywhere empowers high-performing account teams to work together and deliver a seamless customer experience by streamlining enablement, standardizing and automating new processes for sales reps across the entire deal cycle, and simplifying communication for the whole team — all within CRM.

Join us to learn best practices for how Salesforce Anywhere helps drive the sales teams at Salesforce and Zscaler. Megan Allen, Zscaler’s Global Revenue Velocity Manager, will share how Salesforce Anywhere helped take outside processes like Account Planning, Territory Whitespacing, Close Plans, and Deal Transitions and turned them into templated best practices embedded with Tableau CRM insights and live bi-directional Salesforce data to uncover next best actions, new whitespace, and optimized teamwork all within Salesforce.

In this webinar, you’ll learn how to use Salesforce Anywhere to:

  • Optimize outbound prospecting with Tableau and Salesforce Anywhere for effective territory planning
  • Enable reps with automated sales and product content inside your CRM
  • Close deals faster with automated, collaborative sales plans
  • Standardize the pre-sales and post-sales handoffs to optimize customer touch-points


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