CRM Analytics: Revenue Insights Overview | Expert Coaching
Drive predictable revenue with AI-driven insights and analytics.
In this video, our experts will explore uses cases, review set up steps, and recommend best practices for Revenue Insights dashboards.
We will also cover preparing your org with the right pre and post installation steps to get the most out Revenue Insights for your Sales teams.
For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: https://cs.salesforce.com/portraits/a...
0:00 Intro and Overview
0:11 Learning Objectives
0:27 Demo: Revenue Insights Dashboard
2:07 Demo: Enabling CRM Analytics
2:54 Demo: Enabling Revenue Insights
4:11 Demo: Revenue Insights Permission Set
5:23 Demo: Role Hierarchy
6:04 Demo: Collaborative Forecasts
7:25 Post-Install Steps
7:52 Recap and Next Steps
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Get Started: Revenue Insights Overview
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
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