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Topics#Data ManagementQuestion de Dominick Pelusi
Dominick Pelusi a posé une question dans #Data Management
16 mai 2012, 16:13

Best practices for tracking product demonstrations in SFDC?

I am wondering if anyone has an experience tracking product demonstrations in SFDC.  We currently have a custom object for Proof of Concepts but we are looking to track how many product demos the Sales Engineering team performs as well.  A demo would happen at the very beginning of our prospecting activies so there likely would not be an opportunity to relate a demo to.  I am considering a checkbox on the account record to indicate "Demo performed" but that would not tie directly to pipeline and closed revenue.  

 

Thanks for your thoughts.
3 réponses
  1. Heather Ducharme
    27 juil. 2012, 18:59
    Hi Dominick, 

     

    I am struggling with the same issue. If you have resolved this issue, would you mind posting your solution? 

     

    THanks,

     

    Heather
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