In this edition of Crank Up Technicalities webinar we’re excited to share how the latest product enhancements can simplify the experience of CSMs, CS Managers and improve the efficiency of GS Admins! We will cover the admin workflow, best practices and use cases for the below topics;
- Real-time sync between SFDC & GS
- JO emails to timeline
- Manual Person Merge
- OOOTB Account Based Forecasting