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

1 Schiller Int. University SALESFORCE

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

3 Custom Lead Views

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

5 Reports & Dashboard

6 Web-to-leads « Queues » (= Teams)

7 Email Templates

8 Cases/Solutions Case: Recurrent request from students« How do I …? » Solution: standard & ready-made & corporate (consistent) answer Social media bridge: http://dl.dropbox.com/u/13232009/Twitter%20Fi nal.mp4 http://dl.dropbox.com/u/13232009/Twitter%20Fi nal.mp4

9 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)


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