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BriefingSource
Where successful briefings begin!
Overview
The BriefingSource wizard will provide sales with an efficient and simple way to request access to their Corporate Executive Briefing Center programs. It's easily configured and customized without SFDC IT support. Enable and empower your sales team.
Two-way integration that shares valuable data between both platforms so revenue opportunities can easily be reported and tracked by executives and management.
Associate multiple sales opportunities to a single briefing.
A self contained & customizable app that has a simple and streamlined installation. IT support is only needed for the initial installation. The wizard will not affect fields in your current SFDC installation.
The BriefingSource wizard will provide sales with an efficient and simple way to request access to their Corporate Executive Briefing Center programs. A briefing with Executives and Subject Matter Experts is a key sales tool for moving an opportunity forward through the sales cycle. The BriefingSource wizard provides an intuitive way of capturing the information needed by an Executive Briefing Programs and passes along key information about the account and opportunity that briefing participants will require to make the meeting effective. The BriefingSource wizard provided two way integration to move valuable information between SFDC and BriefingSource. The wizard can be customized and configured without IT support, so updates are easy and quick to implement. The BriefingSource wizard provides sales teams with up-to-date details about progress and planning stages of their requests. It will also provide management with reporting and tracking of all revenue generating opportunities that touch your briefing programs. The BriefingSource wizard will combine two Best of Class applications for closing revenue opportunities.
Categories
- Business Needs
- Productivity
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyCommunity BuilderManaged Package