https://padlet.com/darren_tan4/qkkkangtg0ob To-be master of SMT Lightning en-us 2019-09-30 09:49:59 UTC 2019-10-17 06:32:03 UTC hello@padlet.com darren_tan4 https://padlet.com/darren_tan4/qkkkangtg0ob/wish/398412268 - Corporate Sales Cycle: Large Businesses (CTP)
- Corporate Sales Cycle: SMEs
- Account Plan;
- Events, Sales Call Plans 
- SMT Dashboards:
- Report building
- SQ Sales Dashboard
- Marketing
- Chatter, Files and Knowledge

]]> 2019-10-16 12:25:27 UTC https://padlet.com/darren_tan4/qkkkangtg0ob/wish/398412268 https://padlet.com/darren_tan4/qkkkangtg0ob/wish/398760348 Can leads be entered using mobile app/mobile web? (scan business card with phone camera?)

Darren>> We are currently exploring this function with a couple of vendors and have seen some demo provided by them. Internally we are discussing the next steps.]]> 2019-10-16 22:59:21 UTC https://padlet.com/darren_tan4/qkkkangtg0ob/wish/398760348 https://padlet.com/darren_tan4/qkkkangtg0ob/wish/398827236 Darren>> If you want the recipient team to review, i would suggest you do it off the system, and once finalized, then you use SMT to generate the contract and send for esignature]]> 2019-10-17 03:11:28 UTC https://padlet.com/darren_tan4/qkkkangtg0ob/wish/398827236 https://padlet.com/darren_tan4/qkkkangtg0ob/wish/398853126 Could we get industry wise performance since we add the field in SMT

Darren>> you can get into any accounts, go to the first tab and unfilter the corp id and countries. Make sure that there is no filtered being applied. From here, you can select the industry to see the performance. Do note that if you want to export for the account, the proper filter needs to be applied, or you can exit the account page and go back in for the default filter.

Could we also get savings reports for the customers based on past performance

Leads conversion to account dashboard


]]> 2019-10-17 05:49:07 UTC https://padlet.com/darren_tan4/qkkkangtg0ob/wish/398853126