Description
Salesforce Starter Kit
This Starter Kit will provide analytic templates to jumpstart your integration with Salesforce and blending data with other sources. Quickly and easily analyze your sales pipeline, monitor high-performing account executives, create strategic customer segmentations, and deliver a better view of customer opportunities and sales performance.
Starter Kit Features
Analyze Sales Pipeline
Quickly analyze opportunity data and measure sales representatives’ performance against goals.
Identify high-performing account executives and provide instant and ongoing feedback to sales executives.
Create Strategic Customer Segmentation
Strengthen your customer data with Dunn & Bradstreet data enrichment to identify unique customer segments for marketing analysis.
 
After installing the yxi, the Starter Kits can be found in the Help => Sample Workflows => Starter Kits menu
