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JAXUSA PARTNERSHIP SALESFORCE … PARTNERSHIP SALESFORCE IMPLEMENTATION ... Formal training by ... I...
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Northeast Florida – Baker, Clay, Duval, Flagler, Nassau, Putnam and St. Johns jaxusa.org 1 JAXUSA PARTNERSHIP SALESFORCE IMPLEMENTATION MELANIE MOORE Senior Director of Business Intelligence JAXUSA Partnership
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Transcript of JAXUSA PARTNERSHIP SALESFORCE … PARTNERSHIP SALESFORCE IMPLEMENTATION ... Formal training by ... I...
Northeast Florida – Baker, Clay, Duval, Flagler, Nassau, Putnam and St. Johns
jaxusa.org 1
JAXUSA PARTNERSHIP SALESFORCE IMPLEMENTATIONMELANIE MOORE
Senior Director of Business Intelligence
JAXUSA Partnership
jaxusa.org 2
Aviation Suppliers
Call Centers
Prospect Management
Site Consultants
Industry Visits
Large Employers
DownsizingsTarget
Industry Companies
Lead Campaigns
jaxusa.org
SALESFORCEProspect
Management
Site Consultants
Industry Visits
Downsizings
Large Employers Target
Industry Companies
Aviation Suppliers
Call Centers
Lead Campaigns
jaxusa.org
SEP OCT NOV DEC JAN FEB MAR
Contract
Signed
Started sending
databases to Coastal
Cloud for import
Launch & Training
for internal JAXUSA
Staff
Arranging Layouts,
Setting Rules &
Triggers, Duplicate
Clean up, etc.
2013 2014
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Northeast Florida – Baker, Clay, Duval, Flagler, Nassau, Putnam and St. Johns
jaxusa.org 13
THANK YOU
MELANIE MOORE
Senior Director of Business Intelligence
JAXUSA Partnership
