Yanick Abraham

Don’t be afraid to leverage Salesforce in a way that’s customized to your team’s needs! We love posting helpful content, but managing it across a word, CMS, and version manager… not so much. Here’s what we’ve done to help our team:

Meetings, meetings, meetings… our days are stacked with them. Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page. To get the most out of client meetings, an email recap can be a powerful tool!

Always book your next meeting…. before you end your call, book the next one.
There’s many benefits to this:
• You’ll be able to plan throughly beforehand.
• You can structure the agenda, so that both sides will be prepared.
• You can easily handle action items for the following week.