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Go Further with Your Setup

Explore best practices designed to help you and your team save time, be more productive, and build stronger customer relationships.

Steps

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Low Product Adoption Low Product Usage Speed to Value Maximize Value Process Optimization
Low Product Adoption Low Product Usage Speed to Value Vision and Roadmap Maximize Value Process Optimization
Low Product Adoption Low Product Usage Speed to Value Maximize Value Process Optimization
Low Product Adoption Low Product Usage Speed to Value Automation Needs Maximize Value Process Optimization
Low Product Adoption Low Product Usage Speed to Value Vision and Roadmap Maximize Value
Low Product Adoption Low Product Usage Speed to Value Maximize Value Maximize Adoption Connected Ways of Working
Low Product Adoption Low Product Usage Speed to Value Automation Needs Analytics for Insights Data Accuracy
Speed to Value Training Time and Costs Maximize Value Maximize Adoption
Speed to Value Training Time and Costs Data Accuracy Analytics for Insights Maximize Value Maximize Adoption

Set Up Sales Cloud

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Get to Know Sales Cloud
Sales Welcome Too Many Systems Missing Sales Targets Inefficient Operations
Track Meaningful Sales Data
Sales Data Management Analytics for Insights Vision and Roadmap
Set Up Accounts and Contacts
Sales Accounts & Contacts Low Product Usage Speed to Value Maximize Value
Import Your Sales Data
Sales Data Management Data Accuracy Speed to Value Analytics for Insights
Set Up Your Users
Sales User Management Low Product Adoption Low Product Usage Maximize Value
Connect Email and Calendar Apps with Sales Cloud
Sales Email and Calendar Integration Low Product Adoption Low Product Usage
Deliver Accurate Reporting
Sales Reports & Dashboards Automation Needs Data Accuracy Analytics for Insights
Go Further with Your Setup
Sales Go Further Low Product Adoption Low Product Usage Speed to Value
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