From Process to Policy: Making Your Platform Mimic Your Organization
From Process to Policy: Making Your Platform Mimic Your Organization
Whether you're interacting with clients, managing staff, or engaging in recruitment, taking advantage of the flexibility and customization of Salesforce can ensure all the great work being done at your organization is logged, analyzed, and utilized. Join us for three examples of how you can customize the Salesforce Platform to mirror your processes and procedures, so you can maximize the efficiency and effectiveness of your staff and their work. There's something for everyone as we explore examples in Direct Client Service, Data & Staff Management, and Operations.
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