March 26, 2018 Girish Balakrishnan

Install guides – AccountPal

Lead Processing optimization for sales teams(Videos)

Account to Lead Relationship Builder

Setup Auto Conversion

Lead Processing optimization for sales teams(Docs)

Account to Lead Relationship Builder

Setup Auto Conversion

Setup Multi Conversion of Leads

Sales and Marketing Collaboration

Setup Account360 View in Leads

Setup Account360 View in Accounts

Setup Marketing Collateral Suggestions Based on Stages/Industry Verticals

Improved LTV and Customer Retention using Renewals Management

Setup Renewals

Track and Build Relationships with Key decision makers

Setup Account Navigator Org Charts and Decision Tree

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