10 CRM Sessions We Recommend Attending at #DF19

It’s that time of the year again! Dreamforce 2019 is only a few weeks away, and with 3500+ sessions we wanted to showcase our top picks for this year’s event. These sessions are recommended to help new admins, as well as contain helpful tips and tricks to make your CRM experience a positive one.

#1  How Salesforce is Driving Renewals Innovation Automation and Analytics

Learn how Salesforce continues to drive innovation and scale in renewals, using automation, self service and analytics to drive down customer attrition and drive up customer retention, ACV/AOV growth, productivity & engagement. See the tools Salesforce use including the Renewals Lightning Console, renewal/attrition dashboards, forecasting tools and Einstein data analytics

#2  Sandbox Strategies for Developers

Join us for a discussion with other customers to learn why a Sandbox is essential to every successful Salesforce project, and how it can be used to build and test your Salesforce changes. Sandbox types and the use case for each type will be discussed. Circles of Success are small group roundtables hosted by Salesforce experts focused on adoption-related topics around best practices, common use cases and the execution of specific deliverables for business objectives.

#3  Surviving the Datapocalypse: How to Prep for a New Age of Compliance

Join FormAssembly CEO Cedric Savarese as he unpacks the data collection survival kit, and guides you on the path toward better data stewardship! Meet your business needs without sacrificing corporate responsibility and compliance with CCPA, GDPR, and other regulatory frameworks.

#4  Create Reports & Dashboards for Sales and Marketing Managers 

Imagine trying to comb through your Salesforce data to figure out what percentage of your opportunities have been closed this year. After a few hundred clicks, you’d get pretty frustrated. Luckily, there are Salesforce reports and dashboards to make your life easier. During this hands-on, expert-led session, you’ll learn via the Trailhead project Create Reports and Dashboards for Sales and Marketing Managers: how to compare, evaluate, dissect, and categorize data that will help you and your team make the right business decisions. New to Trailhead, sign up for an account: https://sforce.co/33h62Bq Complete this trail prior to attending your first hands-on training session: https://sfdc.co/TrailheadBasics

#5  Einstein Revealed: How Sales Cloud Einstein Works

Ever wonder how the AI features in Sales Cloud Einstein actually work? This is the session for you. Join our Data Science experts for a technical deep dive into the details of how the automated machine learning works from start to finish. Not only that, but you’ll have an opportunity to ask our expert panel your questions! This session will be a collaborative discussion with key representatives from the Sales Cloud Data Science and Product Management. Join us, bring your data science teams, and let’s get geeky together!

#6  How to Get Partners to Sell Your Products

When you sell through an indirect channel, your success depends on the success of your partner ecosystem. But with your partners being pulled in so many different directions, how can you capture their attention and empower them to sell more? Join us as we share actionable best practices to win partner mindshare and boost channel revenues.

#7  3 Ways to Achieve your Goals with Sales Cloud

Just getting started with Sales Cloud or are you looking to get more value from your investment? Join us to learn best practices and key features that help you setup Sales Cloud to move your business forward. This session reviews: (1) Milestones and in-app tools to get you setup. (2) Common pitfalls to avoid from the beginning. (3) Best practices for approaching your setup to get the most from your investment Plus! Get an in-depth product demo and access to in-app resources to help you get started quickly.

#8  Lightning Experience Transition Approaches and Tradeoffs

Circles of Success are first-come, first-serve and have limited capacity. You are charged with getting buyin for a Lightning transition, and questions abound. What’s it going to take to get it done? How can you maximize success while minimizing end-user impact? Can you drive a broader transformation, or is it just a platform upgrade? How much tech debt should you try to retire? Join a discussion around the tradeoffs associated with the 3 approaches to transitioning the functional areas of your org to Lightning. Circles of Success are small group roundtables hosted by Salesforce experts focused on adoption-related topics around best practices, common use cases and the execution of specific deliverables for business objectives.

#9  Steps to Transform Your Sales & Service Organization at Scale

Learn how one of Capgemini’s clients uses Salesforce to digitally transform their sales and professional services organization across Europe. We share with you 5 crucial steps that contributed to a successful digital transformation program impacting multiple divisions.

#10  Decluttering Your Org

Circles of Success are first-come, first-serve and have limited capacity. Did you inherit a cluttered org with no documentation? Are you trying to figure out why you have 500 fields on an object? Join this session and collaboratively learn from other customers about the most common traits of a messy implementation, and how you can untangle yours. Circles of Success are small group roundtables hosted by Salesforce experts focused on adoption-related topics around best practices, common use cases and the execution of specific deliverables for business objectives.

Bonus Track: Accelerate Your Customers’ Growth with Sales Solutions

Your customers must deliver on growth expectations from their board, stockholders and employees. Learn how Salesforce Sales Solutions help you ensure their success, regardless of growth strategy or market condition.

We’ll be attending Dreamforce from November 19th through November 22nd. Contact us if you are attending, we’d love to meet up and discuss your Salesforce needs, plans and answer any questions you may have!

Agenda Builder is open now- schedule your sessions today!

 

Guillermo Akerman
Guillermo Akerman