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brittany.pierce

Reporting Baseline

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Reporting Baseline Learn why and how to create Baseline Reports Baselining is the initial exercise of pulling together important data which can be summarized into metrics important to the business. It involves the following motions: Gather data (sometimes from many sources) Analyze and verify data with management, end users, operation,...
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Salesforce Reporting Best Practices

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Salesforce Reporting Best Practices What to consider and things to avoid while creating reports There are many reports you can run that combine Playbooks and CRM data and many ways to interpret the data presented in those reports. But before you make changes to your sales process based on this...
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Salesforce Reporting – Overview

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Salesforce Reporting – Overview An Introduction to Salesforce Reporting in Playbooks Your CRM houses data from both your company’s internal data and the activities your users complete in Playbooks. The data generated by completing tasks in Playbooks weaves in with your CRM data to create a comprehensive reporting experience. You...
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