Imagine self-implementing a system as vast as Salesforce to find out 6-8 months later that you cannot prove its ROI. Meanwhile, you’ve already spent quite the investment already so that your budget is locked up for the rest of the year. For the past 10 years we’ve seen this all the time, and it is all caused by self-implementation.
Whether you have decided to pick Salesforce as your customer success platform or are strongly considering to do so, what usually follows is, “Can I self-implement? Why do I need to hire a consultant?” Yes, you can do implement Salesforce yourself, but it’s not recommended unless you have a Salesforce admin with over five years of hands-on experience. Although, we highly suggest against self-implementations as it usually does not lead to the proper transfer of business processes onto the platform. This comes from the Salesforce client not having the knowledge of what Salesforce can do as a platform when implemented company-wide.
Are you ready? Dreamforce is two weeks away and it is time to get ready to conquer it. Since we know you have a lot on your mind, we created a survival guide to help you prepare. Here are some survival tips to stay at the top of your game:
1. Bring a Portable Phone Charger
The last thing you want is your phone or tablet dying in crucial parts of the day at Dreamforce. If you have a portable charger. pack one and if you don’t, buy one. Your devices will die faster than you think due to the venues and presence of other attendees’ devices.
Extra Tip: Put your phone on Airplane Mode and use as much Wifi as you can. With over 300K attendees trying to access cell phone networks, your phone will die quick!
Taken from the Merriam-Webster Dictionary, a shortcut is considered ” a method or means of doing something more directly and quickly than and often not so thoroughly as by ordinary procedure.” Based upon that definition, why wouldn’t you use shortcuts? With Pardot shortcuts, you will be able to navigate through the tools a lot easier!
So let’s get to it.
In Pardot, hold down the Shift button and press the “?” key and the following window will pop up:
Memorize these and impress your fellow associates!