CRM Secrets
This "legacy" Salesforce field displays the basics of any recent actions taken on or with a prospect.
(Emails, calls, form fills)
What is Activity History
This Holiday classic features Will playing a human raised by elves.
"The best way to spread Christmas cheer is signing loud for all to hear"
What is Elf?
This Kantata OX Collaboration Feature enables you to stay on track with your team members and upload relevant files or documents to the workspace.
What is Activity Feed?
This iconic 1992 film features the famous line, "Always Be Closing"
What is Glengarry Glen Ross?
What are the two required fields we need to fill out on a Stage 0 opportunity before the opportunity progresses to Stage 1?
What is suggested AE and BDR Discovery Call date?
What is Anchorman?
Project Financial estimation for in professional services is a consequence of all individuals ___ rate X the amount of ____ they are allocated to the project.
Who is Dwight Schrute?
Doing this in Salesforce will ensure you are listed as the Inbound BDR on the account record, routing future leads from the same account to you directly to avoid confusion.
What is attaching an inbound lead to the account / Creating a Stage 0 / Creating a Contact?
This 2008 Sports Comedy features Jackie Moon, a singer-turned basketball team owner who loves to belt out "Love Me Sexy"
What is Semi-Pro?
This AI Feature simplifies daily administrative tasks—boosting productivity and saving you time to focus on essential work.
What is Project Assistant?
This actor portrays the flashy, drug-fueled stockbroker, Jordan Belfort.
Who is Leonardo DiCaprio?
This command shortcut will close all of your Salesforce tabs.
What is Shift + W?
This frat-friendly film features Will yelling
"We're going streaking through the quad and into the gymnasium!"
What is Old School?
This package offers 50% of the License Cost, with implementation in as little as 4 weeks
RMQS (Resource Management Quick Start) / RM-First
This 2000s Rom-Com centers around a magazine columnist trying to lose a guy --- while he desperately tries to win a big ad pitch.
What is How to Lose a Guy in 10 Days?
Looking at this in Salesforce will help you understand who is associated with a given Marketing event, Strategy, or other related activity. Primarily used for attribution and targeting.
What is Campaigns, or Campaign Details.
This movie features Will Ferrel in prayer, "Dear 8-pound, 6-ounce newborn infant Jesus"
What is Talladega Nights: The Ballad of Ricky Bobby?
These two Project Financials features (Kantata OX) are currently available in Early Access for our customers.
What are Fees Per Month and Billing Schedule.
This TV show character famously sold ideas and emotions rather than the product itself.
Who is Don Draper?