Inside Salesforce

Inside Salesforce

Learn how to leverage Engagio Insights where you're already spending your time.

About this course

What You’ll Learn:

  • Understand how to leverage Engagio’s account insights where you typically spend your time.
  • Build and prioritize your target accounts using Salesforce account views
  • Understand how to read Engagio’s native charts on your Salesforce account and opportunity pages. 

Who Should Take This Course:

This course is designed for salespeople who are looking to utilize Engagio without having to completely overhaul their current workflows. Benefit from insights directly from within Salesforce.

 

Time Expectations:

3 short video tutorials and roughly 7 mins. 

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum7 min

  • Prioritizing A Territory
  • Account List View 2 min
  • Building Your Account View 2 min
  • Understanding an Account
  • Account Specific Data 1 min
  • Feedback
  • Course Completed
  • Tell Us What You Think

About this course

What You’ll Learn:

  • Understand how to leverage Engagio’s account insights where you typically spend your time.
  • Build and prioritize your target accounts using Salesforce account views
  • Understand how to read Engagio’s native charts on your Salesforce account and opportunity pages. 

Who Should Take This Course:

This course is designed for salespeople who are looking to utilize Engagio without having to completely overhaul their current workflows. Benefit from insights directly from within Salesforce.

 

Time Expectations:

3 short video tutorials and roughly 7 mins. 

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum7 min

  • Prioritizing A Territory
  • Account List View 2 min
  • Building Your Account View 2 min
  • Understanding an Account
  • Account Specific Data 1 min
  • Feedback
  • Course Completed
  • Tell Us What You Think