Beyond the Pitch

Close Deals Faster with Salesforce CRM

May
3
When: 9:30am
Where: 8000 Walton Parkway, Suite 200 - New Albany, Ohio

REGISTER HERE.

Part of our TIGER Workshops series:

Have you always wanted to try Salesforce (or another CRM), but were intimidated by the learning curve?

In this hands-on workshop we are going to help you learn how to set up, customize, and take your Salesforce on the road with you. This workshop, scheduled for 1 hour and 45 minutes, is all about getting started in Salesforce – fast!

You will learn how to set up Leads, Accounts, Contacts, and Opportunities – and even how to customize them to fit your business. You will also learn how to access your CRM data from the free Salesforce1 Mobile App.

Mike Leibrand is an entrepreneur from the Columbus area. Earlier in his career, Michael set up and successfully exited two technologically sophisticated apparel companies in Hilliard – Ares Sportswear and Dyenomite Apparel. (Exits were in early 2016.)

In the summer of 2016 Mike started his latest venture, Summit Technologies, a Salesforce Consulting Partner. In the latter half of 2016 Mike obtained four Salesforce certifications, and at the beginning of 2017 moved into new offices in the Brewery District along with his new consulting team which includes a Delivery Manager, Account Manager and Salesforce Developer.

To gain the most from this workshop, each attendee should bring his/her own laptop and smartphone. Before the workshop, please register for a free Salesforce Developer account – it’s not just for developers! It intentionally has limitations that make it impractical for companies to use for their operations (because it is free!), but it is a great sandbox to learn Salesforce. “You can’t break it,” so we can hack away during our session with no concerns!

Register for your Salesforce Developer account here.

Additionally, in advance please download the Salesforce1 mobile app to your smartphone – from the Apple App Store or the Android Store.

Schedule:

9:30a – Registration & Networking
10:00a – Workshop Begins
11:45p – Workshop Concludes & Networking Resumes

Cost: Free (Coffee included!)

  • Get startup tips and resources delivered directly to your inbox.

  • Resources

    Getting Started
    Tips for turning a concept into a company

    Getting Customers
    From honing your pitch to getting your first customer

    Success Stories
    Entrepreneur Success

    Getting Funding
    How and where to get the cash you need to grow

    The Hard Stuff
    How to navigate hiring, taxes, legal and more

    The Network Effect
    Making the right connections at the right time

    #Startup Buzz
    The news and trends that matter to you

    Rev1 News & Events
    The latest buzz and networking opportunities