Admin Hour: 2 Salesforce Package Live Installations to Improve RevOps Efficiency

With budgets tightening everywhere, it’s not as easy as it was in 2021 or 2022 for RevOps to simply add new tools to the toolbox.

Join scaleMatters’ RevOps executive Vinny Poliseno and 10X SFDC certified admin Justin Gavette as they walk through the installation and configuration of two FREE Salesforce packages that will save time and money for RevOps pros.

They’ll provide links to and do a live configuration of these two unmanaged packages:

• Round Robin - This package contains a templated Flow to allow for net new record or on-demand round robin of any object. Sure you can buy solutions like LeanData, Distribution Engine or many others, but this free solution will open a world of endless round robin possibilities for your organization.
• Competitive Reporting - This package enables you to track multiple competitors you’re going up against for a single opportunity. By utilizing a series of custom objects and automations, you can attribute multiple competitors with reasons, strengths, challenges, etc and report on these records accurately which will help you analyze trends and market share. Say goodbye to multi-select picklists and checkboxes which create a reporting nightmare!

These two free packages and others they’ll share after the webinar will give you the option of pushing off buying a new tool and using these packages instead.

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