A Day in the Life of Madison Rigsby
Be a fly on the wall in Madison's world and see how she uses Salesforce during a typical day. Scroll through her day then follow along by clicking in the app on the right. If you lose your place, just click on the picture below and the app will jump to where you left off in the story.
Prep for meetings in minutes
She hovers over Activity History, and clicks View All to instantly see a summary of the latest touch points with this prospect. Activites help Madison get up to speed on all the interactions Mike, the sales rep, has had for this deal. She clicks Cancel to return to the Opportunity.
Easy file collaboration
She goes to her Chatter tab to finish prepping for the meeting. Here she can easily collaborate and share large files with her team. Noticing that a slide on pricing is missing, she directs a comment to the Sales Rep, Mike Taylor, asking him to be sure to add that information before the meeting starts.
A Day in the Life of Mike Taylor
Mike's a sales rep at a typical company looking to grow. Scroll through his day here and follow along by clicking in the app on the right. If you lose your place, no worries, just click on the picture below and the app will take you back to your spot in the story.
Deal summary at a glance
As you can see, Mike has a big meeting coming up with Vand so he clicks on Vand Enterprises under Key Opportunities. The opportunity record tracks all of the information you need to know about that deal, from the deal stage and size, to all of the calls, emails and meetings.
Easy file collaboration & presentation
As Mike finishes prepping for his meeting, he goes to his Chatter tab to check for important updates. He sees that Madison commented that he’s missing a pricing slide in his presentation. He can add the slide and upload a new version so he can present right from the feed on his iPad or laptop.
Track tasks and to do's
After his successful meeting with Vand, Mike clicks on the Vand Enterprises – 210K opportunity. He uses Salesforce to stay organized and on top of his next steps. He hovers over Activities at the top of the page to see his tasks. He sees he has a task to create and send a quote.
Track deals through the sales process
He clicks on the name of a lead, Darla Rio. On her lead record he sees her contact information and can track all their calls, emails and meetings. Once he knows Darla’s a real potential sale, he can convert her to a contact, account, and opportunity to track the deal through the sales cycle.
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