Special Edition Newsletter June 2017

May excelerate Salesforce Training & Team Meeting

  • Session held in Raleigh
  • Salesforce launch and training
  • excelerate training, updates and meetings
  • 80+ attendees from across the business

 

Attendees Included:

  • excelerate sellers and managers, in market and direct
  • Client Success Team
  • Marketing Services Team
  • Creative Team
  • Research Team
  • Momentum Team
  • excelerate Support Teams
  • Partners

Tuesday May 9, 2017

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

Wednesday May 10, 2017

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

Thursday May 11, 2017

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