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Track Meaningful Sales Data

Identify metrics to help your team track progress and make a plan for how you’ll keep customer data clean.

Steps

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Analytics for Insights Vision and Roadmap

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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