Week 2 - Sales, Customer Journey, & Integration

Week 2 - Sales, Customer Journey, & Integration

Let's start this week with the WHY. In later weeks we will walkthrough the HOW.

About this course

What Will I Learn?

Before learning “how” Engagio works, you must first go through understanding the “why.” For that, you will listen in to some calls from our Sales Team. Then you’ll learn about our customer journey. 

  • Engagio’s Weekly Demo
  • Recording from the Sales Team
  • Engagio’s Customer Journey
  • Integration Phase

 

 

Curriculum

  • Introduction
  • Intro to Week 2
  • Sales Recordings
  • Bi-Weekly Engagio Demo
  • Key Take-aways | Engagio Demo
  • Sales Recording with Genesys
  • Customer Journey
  • Customer Journey from RKO 2020
  • Integration | Kickoff Coursework
  • Salesforce Integration Step 1 - Add SFDC AppExchange Package
  • Salesforce Integration - Step 2 - Obtain your SFDC Credentials
  • Salesforce Integration - Step 3 - Connect SFDC & Engagio
  • Salesforce Integration - Step 4 - Add Engagio Fields to SFDC Layouts
  • Salesforce Integration - Step 5 - Add Engagio Native Charts to SFDC
  • Salesforce Integration - Step 6 - Add Engagio as a Tab in SFDC
  • Marketo Integration
  • oAuth Integrations Overview
  • Integration | Kickoff Recording
  • Setting the Stage - Kickoff Call
  • Kickoff Recording
  • Conclusion
  • Week 2 Quiz

About this course

What Will I Learn?

Before learning “how” Engagio works, you must first go through understanding the “why.” For that, you will listen in to some calls from our Sales Team. Then you’ll learn about our customer journey. 

  • Engagio’s Weekly Demo
  • Recording from the Sales Team
  • Engagio’s Customer Journey
  • Integration Phase

 

 

Curriculum

  • Introduction
  • Intro to Week 2
  • Sales Recordings
  • Bi-Weekly Engagio Demo
  • Key Take-aways | Engagio Demo
  • Sales Recording with Genesys
  • Customer Journey
  • Customer Journey from RKO 2020
  • Integration | Kickoff Coursework
  • Salesforce Integration Step 1 - Add SFDC AppExchange Package
  • Salesforce Integration - Step 2 - Obtain your SFDC Credentials
  • Salesforce Integration - Step 3 - Connect SFDC & Engagio
  • Salesforce Integration - Step 4 - Add Engagio Fields to SFDC Layouts
  • Salesforce Integration - Step 5 - Add Engagio Native Charts to SFDC
  • Salesforce Integration - Step 6 - Add Engagio as a Tab in SFDC
  • Marketo Integration
  • oAuth Integrations Overview
  • Integration | Kickoff Recording
  • Setting the Stage - Kickoff Call
  • Kickoff Recording
  • Conclusion
  • Week 2 Quiz