Score a new client
Checking email from her phone before getting out of bed, Joy sees that a client has referred someone to VanArsdel, Ltd.!
Fully caffeinated, Joy researches the new prospect. She emails her notes with high-importance to Cesar who will add the details in his Salesforce Lightning for Outlook add-in.
Keep Clients Happy
With Cesar starting a proposal for the referral, Joy sends a FindTime request via her calendar to see when she and the prospect can meet.
Keep secrets safe
Prepping for a lunch meeting, Joy reviews a client’s portfolio. She sends updates to her team via an email marked confidential.
Make last minute changes
After hearing the painters are not yet done painting the main conference room, Joy moves the staff meeting to a new location using Room Finder
Tag for task management
Checking email before lunch, Joy sees she’s been @tagged to provide feedback on potential stock holdings. Joy sets a task reminder to research and follow up tomorrow.
Seal the deal
Alert! The proposal is in Joy’s inbox. She sends it to the prospect via an attachment on a calendar invite for the next day.
Follow up fast
Joy shares her calendar with Wade so he can set up an optimal time for a team training on a new insurance product.
Skim the headlines
Back at home, Joy puts her feet up and skims industry news. She sees an article she wants her team to read, and forwards the link with a delivery delay1 to the next morning.