Schiller Int. University SALESFORCE. Enhanced Workflow LEAD OPPTYCONT Cold Hot … Sent (2 nd )info request Called back … WON [Applied/Paid] LOST [why?]

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Presentation transcript:

Schiller Int. University SALESFORCE

Enhanced Workflow LEAD OPPTYCONT Cold Hot … Sent (2 nd )info request Called back … WON [Applied/Paid] LOST [why?] Student Personal & Acquisition Record

Custom Lead Views

Chatter What is ChatterChatter Collaboration with remote colleagues Keeping track of info flow Sharing documents

Reports & Dashboard

Web-to-leads « Queues » (= Teams)

Templates

Cases/Solutions Case: Recurrent request from students« How do I …? » Solution: standard & ready-made & corporate (consistent) answer Social media bridge: nal.mp4 nal.mp4

Products « PRODUCTS »: A BUILT-IN OBJECT (SF STANDARD) COULD BE USED FOR SIU PROGRAMS THIS WAY INFOR RE PROGRS CAN BE QUICKLY RETRIEVED (AND SENT TO PERSP STUDENTS BY S-DOCS)