Salesforce and Bardeen: Key Automations to Supercharge Your Sales Process.
🚀 Elevate Your Salesforce Game with Bardeen-Salesforce Integration!
Dive into advanced automation practices discussed by Salesforce expert Darren Ernest and Ivan Escobar. Learn how automation can streamline sales tasks, organize CRM data, and enhance lead extraction.
🖥️ Event slides: https://gamma.app/docs/Bardeen-Event-...
🚀 Try Salesforce automations: https://www.bardeen.ai/integrations/s...
🔻 Download Bardeen: https://bardeen.ai/support/download
🔍️ Explore Playbooks
https://www.bardeen.ai/explore-playbooks
📖 Video Chapters:
00:00 - Intro + Overview
02:37 - How to make a summary of your LinkedIn profile.
03:22 - Understanding Salesforce.
07:12 - The challenges of a sales team.
09:56 - What is Bardeen Salesforce Integration and how you can leverage it to automate your manual work.
14:39 - Understanding Playbooks and Autobooks.
15:27 - How to create a Salesforce lead from a LinkedIn profile.
19:46 - Save LinkedIn company as a Salesforce account.
20:14 - Create a Salesforce account from a Crunchbase organization.
20:22 - How to create a Salesforce opportunity from the currently opened email.
28:41 - Bardeen playbooks
28:48 - Create a Salesforce lead from the currently opened email.
29:01 - Create a new Salesforce lead when a label is added to an email.
29:31 - How to create Salesforce leads from LinkedIn people search.
38:47 - Create Salesforce leads from a LinkedIn post comments.
39:48 - Why care about Salesforce automation?
40:46 - Bardeen community
42:23 - How to get started.
43:35 - Unlocking creativity with Salesforce Automation.
44:57 - Brainstorming use-cases.
48:54 - Q&A Session
52:28 - Closing remarks and networking.
🤖 About Bardeen
Bardeen is a productivity app that automates your manual tasks with shortcuts. Follow our channel to learn about the latest tips about automating your day-to-day workflows and staying productive as a knowledge worker.
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ℹ️ Need help? Join our Slack community
https://bardeen.ai/community
😻 Popular Automations
Meetings: https://www.bardeen.ai/posts/best-mee...
Scraper: https://www.bardeen.ai/lessons/bardee...
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