Argent Salesforce Onboarding Questions
Let's get you setup in Salesforce within the next 30 days! The following questions will guide our conversation for setting up the standard deliverables and sets the schedule for onboarding you and/or others at your branch.
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Argent Salesforce Onboarding Q&A
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Your Full Name
*
First Name
Last Name
Click Here To View Argent's Branch Numbers and Branch Names
Argent Branch Name
*
See a list of Argent branch names by clicking the link to a Google Sheet right above this question.
Email
*
example@example.com
Office Phone Number
*
Please enter a valid phone number that reaches you directly.
Format: (000) 000-0000.
Your Direct Line
*
Please enter a valid phone number that reaches you directly.
Format: (000) 000-0000.
Branch Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Argent Salesforce Onboarding Q&A
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What are the top 3-5 things Salesforce can do to help you achieve your goals more easily?
*
Examples include, but are not limited to these common responses: Business Development Pipeline Management, Staging and Reporting on Opportunities, Automating Tasks, Organizing COIs, Managing Prospect In Salesforce Rather Than Excel Sheets, Quick Access To Accounts and Contacts, Using Email Templates and Logging Activity, Organizing Our Office's Data, etc.
How many new Salesforce user licenses will your office need?
*
If you are unsure, then just enter "1" for now.
How many years of experience do you have using Salesforce?
*
Having Salesforce CRM experience is not required. This simply helps us determine how much training may be required to ensure you receive the value desired from using it.
After answering these questions and submitting this form, you will be directed to schedule an onboarding meeting with our team.
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