Attendees Included:
Highlights
Launched Salesforce to the entire excelerate team, best in class CRM for sales organizations.
Mark Zieman presented to the group, was great to hear from him, especially for newer employees who’ve not met him.
Danielle Stoffels, our Google partner presented to end our robust day one agenda, followed by a team social gathering that allowed time for everyone to get acquainted.
The remainder of the meeting was focused on excelerate. Starting with Momentum, then our new and improved CIA and media plan that reflect recent feedback from the field. Then each of our Research and Marketing Services groups presented. The team appreciated gaining a deeper understanding of our processes and solutions.
We heard from the Creative Lab who shared awesome information on ways we can differentiate ourselves leveraging content marketing and creative services.
Winning moments included the introduction of the new CIA and understanding of how our media strategists use the information provided to create our competitive media plans. The updated version is more simplified and aligned with the Core 4 Sales Process allowing us to have better conversations with our clients.
Access the new CIA here and an example of the new Media Plan here.
Welcome & Introductions
– Andrea Rowan
Salesforce Overview
– John Jordan
Salesforce Navigation
– Chris Cantwell/Adam Fitzgerald
Salesforce Login
– Chris Cantwell/Adam Fitzgerald
Salesforce Training
– Chris Cantwell/Adam Fitzgerald
Salesforce Expectations & Reporting
– Chris Cantwell/Adam Fitzgerald
Business Update
– Mark Zieman
Google Update
– Danielle Stoffels
Team Gathering
Welcome & Recap from Tuesday
– Andrea Rowan
Momentum Overview
– Derek Knostman/Sandra Pearce
excelerate CIA
– Megan Mitchell
New excelerate Media Plan
– Don Snyder/Galen Kashtock/Mike Villela
Research Overview
– Carlos Pelay/Mark Whitaker
Marketing Service’s Team Update
– Galen Kashtock/Chris Cantwell
Partner Solutions Overview
– Tara Cicirelli/Jeff Scannella
Marketing Services Team
– MST Team
Team Social Hour
Welcome & Recap from Wednesday
– Andrea Rowan
Finance Updates
– Georgiana Sow
Go to Market Updates
– Mitzi Miyoshi/Becky Tracy
Salesforce.com Production Login
– Chris Cantwell/Adam Fitzgerald
Display Advertising
– James Moore
Closing Remarks
– John Jordan/Andrea Rowan
Lunch Hosted by Simpl.fi/Depart
“I left with so much better understanding about who my team is nationally and the proper processes and steps that need to be taken to bring success to each and every campaign we have. I really do feel like we are one team now.”
“Very informative! So happy to have attended. Learned a lot about excelerate and Salesforce and being able to converse with other excelerate members was the icing on the cake.”
“Adam and Chris presented the Salesforce training excellently. They made the process of learning step by step how to use the system most effectively streamlined and painless.”
Thanks to everyone who played a part in making the meeting a success!
To see the post meeting survey here
You can find past issues of newsletters here.
Contact [email protected]