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Problem: Administrators get requests from other departments on improving their Salesforce org through flows, validation rules and more, in between all of the "forgotten password" notifications. The...

Problem: Customer service representatives have a case queue of questions and complaints from current customers and potential prospects. These cases can be logged from customers emailing in, or...

Yes, we're open sign

Problem: Sometimes leaders need to come to a group decision when they are not able to see each other in person, whether it's an emergency like COVID-19, or prepping for natural disasters like...

Eisenhower matrix labels

Problem: Structuring your to-do list isn't always as cut and dry as prioritizing different tasks. Sometimes you need a little help figuring out how you're going to accomplish your tasks. Here, we...

Case priority matrix

Problem: Developers have a case queue of bugs and future improvements for both their applications and internal systems. These cases can be logged from customers or other internal employees. The...

Account priority value scoring conditions-1

Problem: The marketing team wants to find a better way to hand off accounts to sales. They currently use Salesforce's native rating scale based on the accounts' latest activity, but they would still...

Lead priority matrix

Problem: A good sales team has a constant funnel of leads, but not all of them are qualified. The VP of Sales wants to prioritize incoming leads based on the company size and the lead source as that...

Task priority matrix

Problem: The sales team has a lot of different follow up tasks they need to complete, but they aren't sure how to prioritize their time. 

Portfolio investment, finance strategy, bond; use case
Problem:

Portfolio managers strive to predict the next big investment and loss situations using past data and historic returns. In a profession where both quantitative and qualitative criteria play a...

Portfolio investment, finance strategy, stock; use case
Problem:

Portfolio managers strive to predict the next big investment and loss situations using past data and historic returns. In a profession where both quantitative and qualitative criteria play a...

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