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Schiller Int. University

Schiller Int. University. SALESFORCE. Enhanced Workflow. LEAD. OPPTY. CONT. Cold Hot …. Sent (2 nd )info request Called back … WON [Applied/Paid] LOST [ why ?]. Student Personal & Acquisition Record . Custom Lead Views. Chatter. What is Chatter

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Schiller Int. University

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  1. Schiller Int. University SALESFORCE

  2. Enhanced Workflow LEAD OPPTY CONT Cold Hot … Sent (2nd )info request Called back … WON [Applied/Paid] LOST [why?] StudentPersonal & Acquisition Record

  3. Custom Lead Views

  4. Chatter • WhatisChatter • Collaboration withremotecolleagues • Keepingtrack of info flow • Sharing documents

  5. Reports & Dashboard

  6. Web-to-leads • « Queues » (= Teams)

  7. Email Templates

  8. Cases/Solutions • Case: Recurrentrequestfromstudents« How do I …? » • Solution: standard & ready-made & corporate (consistent) answer • Social media bridge: http://dl.dropbox.com/u/13232009/Twitter%20Final.mp4

  9. Products « Products »: a built-in object (SF standard) Couldbeused for siu programs This wayinforreprogrscanbequicklyretrieved (and sent to perspstudents by s-docs)

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