Opportunity Management, Forecasting only with Salesforce.com
Opportunity Forecasting Webinar - Click here to register
The third Thursday is upon us which means we get to meet for another webinar. We have Angela Pellegrino, Salesforce Administrator, at LinkedIn to talk to us about how they've been doing forecasting all nativly within Salesforce. They don't use the Salesforce Forecast module and she'll walk you through what customizations she did to their opportunities to make it work for them: new picklists, formula fields and some validation rules.
Then I'll show you the "One" report our COO looks at to run his forecast. Incidentally it stopped him from modify the entire renewal ordering process with one formula field and this report. If we have time I'll show you how we automated our 'customer base'. Can you say you know exactly how many new customers you added this quarter? How about Lost? What do you consider a customer, anyone that has purchased or one that is currently under support?
Below are the upcoming topics:
- July 16th Webinar - 10:30 am - Opportunity Management (Forecasting)
- Aug 20th Quarterly Meeting - 10:30 am Noon . Mini-mini-mini Dreamforce. One topic for each business unit: Sales, Marketing, Support, and Adv. Admin/baby Dev. (You've received one email already and you'll be getting more about the topics of discussion.)
- Sept 17th Webinar - 10:30 am - ERP integration OR Quoting (let me know on the linkedIn group)
- Oct 15th Webinar - 10:30 am - Support, customer portal.
- Nov ( Dreamforce User Conference 18th-20th)
- Dec 17th - Webinar - Post Dreamforce briefing. Share what you learned or missed.
Past meetings:
- June 18th Webinar - 10:30 am - Lead nurturing, Lead tools (click here for the recording)
- May 21st Quarterly Meeting - 9 am. Carla Shih speaking on Social Marketing
Comments
Santa Clara Users Group - July 16th, 2009, Webinar
Topics: Forecasting webinar with Angela Pellegrino of LinkedIn and Report Customization example by Pete Fife with
Mirapoint.Well folks,
Pete has kept right on target with his SVUG roadmap for 2009 with today's Webinar. As per his previous
SVUG Webinars, iLinc was the presentation platform used and showed great flexibility for both the presenters, and the
attendees. We really put the chat and feedback features to the test during the one-hour conference. Pete even began the webinar session with a video cam of himself at the controls - whoa fifedog!
Angela gave a an excellent presentation showing how she has created custom objects, custom fields, custom formulas, and validation rules within Salesforce to provide her management the forecasting visibility needed based on the company's defined weighted probabilities for three categories: commit, outlook, and upside. Lots of questions were raised and Angela responded to each and every one. There was also some discussion regarding the company's implementation of on-line contracts using products like docusign, e-signature, and echosign.
Pete then gave us some insight into his method of solving a forecasting report request that he was tasked with at Mirapoint. This discussion touched on the relational objects aspect of Salesforce.com. Pete gave us three possible approaches for solving this reporting problem and provided some excellent insights into the overall process.
Hard to believe that this much information was presented in a one-hour session. As usual, Pete did a fine job of emceeing the Webinar. As much as I enjoy the SVUG face-to-face gatherings, this webinar is hard to beat; its well-focused, very efficient time-wise, and offers great flexibility for presenters and user group members to participate; and, of course we have Pete running it to boot!
Posted by: harry christie | Jul 17, 2009 11:19:16 AM