Bird’s Eye View for your Business: Salesforce Report Workshop

How to keep track of your business in real time? How to access all mission-critical company data in a single dashboard?

Get more from Salesforce!

Salesforce is a powerful tool to handle sales, marketing, inventory, and other critical business metrics. Yet many users do not know how to access full Salesforce reporting features.

 

So what to do when your Salesforce reports aren’t… reporting.

Introducing the Salesforce report workshop with Bluelark

The workshop covers:

  • Reporting best practices (1 hour). In the Salesforce demo environment, we will present impactful reporting tools and well-designed reporting dashboards.
  • Workshop with your company data, particular needs, and questions (2 hours).
  • Additional consultation (2 hours). After the workshop, we will answer your questions and provide the best course of action to make the most of Salesforce reports at your organization.

The workshop is hosted online and recorded for future reference.

The workshop is aimed at:

  • Company and department managers (sales, marketing, support center, etc.) – to define reporting data requirements.
  • Salesforce administrators and developers – to provide tutorials and know-how on how to implement reporting best practices.

After the workshop:

  • You will get a better grasp of Salesforce reporting capabilities.

 

  • Will have applicable knowledge to implement better reports at your organization.

 

  • Will be able to produce Salesforce according to the best practices.
Eglė Stakaitienė Business development manager

Let’s connect!

Eglė Stakaitienė

 

Business Development Manager

 

egle.stakaitiene@bluelark.digital

 

 

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