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Architech to present at the Montreal Salesforce.com User Group
I am happy to be part of the recently formed Montreal Salesforce.com User Group.
I’ll be in Montreal on April 15th talking about how reports are one of the keys to unlocking value in Salesforce.com. Specifically I’ll be talking about:
- Creating custom report types
- Measuring campaign effectiveness and best practices
- How to drive marketing automation with reports using workflow and roll-up summary fields
- Monitoring and measuring sales activities with relevant reports
- How to track all this in a simple dashboard
If you’re in the Montreal area, I hope to see you there.
Custom report types
Campaign reporting – and best practices
How to drive marketing automation with reports (including interesting examples on reporting on emails)
Monitoring and measuring sales activities
How to track all this in a simple dashboard