Salesforce Starter Kit

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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.

Monitor Account Executives’ Performance

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