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Topics#Data ManagementDominick Pelusi의 질문
Dominick Pelusi 님이 #Data Management에 질문했습니다
2012년 5월 16일 오후 4:13

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.
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  1. Heather Ducharme
    2012년 7월 27일 오후 6:59
    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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