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Dec 17, 2020

Salesforce Year in Review

2020 has been a long and difficult year for many of us, both personally and professionally. However, bright times lay ahead.

As we make an optimistic turn into 2021, take this time to reflect on things we did right when so much out of our control went wrong. You can use a Salesforce Year in Review dashboard to identify which campaigns you loaded had the highest ROI, which of your marketing efforts turned into the most leads for your sales team, and what your outbound team's tireless hustle brought in with each additional phone call. Use this valuable information in your planning efforts for 2021.

*If you do not have a year in review dashboard, reach out to your Salesforce Administrator

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authorPost by Chris Carney, CRM Manager, Paciolan