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SF Ben Webinar
30
Oct

Automated Activity Capture: Best Practices for Private Capital

October 30, 2024
5:00 PM

Speakers

Shubham Goel

Co-Founder at Affinity

Sanjay Thapa

Salesforce Administrator at Endeavor

Tom Bassett

Solutions Architect at Vera Solutions

Ben McCarthy

Founder of Salesforce Ben

Curious how top private capital firms are using automation to reduce manual work and support dealmaking?

In this webinar, we’ll explore how admins of finance companies can customize Salesforce with automation to reduce manual work and improve accuracy. By using features like automated activity capture, Flow, and relationship intelligence, your deal team can focus on making smarter, more informed decisions.

This webinar will cover:

  • Bringing engagement data natively into Salesforce with activity capture.
  • Enriching Account and Contact records with relevant data.
  • Surfacing relationship insights based on your team’s engagement.
  • Creating flows to automate workflows and enable timely actions.