Birds of a feather collaborate together
You know how employees never have enough of the right information to do their job?
I built a widget to offer structured collaboration within lightning pages based for internal information.
This way people people can get information and even contribute without having to leave their salesforce record they are working on.
Install and use on homepage (3 mins): https://drive.google.com/file/d/1w8Kkl8OsXBIOfyUZh3MHVEZFl_3-6vaL/view
One widget shared across all Leads: https://drive.google.com/file/d/13jpghiPsEKCqY1m1xSbW2KWCUnkEWmeJ/view
30 second setup: https://drive.google.com/file/d/1CmuKSSprcR_tsY9er_sCpVKr_chYMoJ8/view
4 second setup: https://drive.google.com/file/d/1wBMJHS8gBs74B3xszrjrI6UdYRHlFA8k/view
- Company announcements on home page
- On the lead screen, a collaborative list of tips for people to use
- Customer success collaboration space on accounts
- cold calling ideas
- Common resolutions for cases