Using the Salesforce Native App Integration to Improve Demo Automation Workflow and Analytics Tracking
Brian Zurcher
Head of Product, Consensus
November 11 @ 10 a.m. Mountain Time (US)
Description
Learn how to connect your Consensus and Salesforce Accounts to take Demo Automation to the next level. In this session we will walk you through how setting up this integration can enable your Users to create and track DemoBoard invitations, Pass New Leads generated from Consensus automatically, and use the analytic insights to generate powerful reports right inside of Salesforce.
About Brian:
Brian has been with Consensus for over 6 years. Forged in Client Success as the Director of Client Success for the first several years with Consensus, he now uses the insights and knowledge gained from working with some of Consensus’ key clients to help drive improvement and ensure a great experience for end Users and Viewers.