Steve_Schimmel

My company's sales department is split up by product line. Team A, for example, sells Cameras. Team B sells media equipment. Typically, there is not much overlap in customer for these 2 groups.My company is thinking of rolling out a "Lead Referral Program", where when an Account Manager speaking to ...

Hi,I'd like to create a custom object to store product purchase history. Since our customers often own multiple products (and there is a one-to-many relationship), this seems to be a perfect use case for custom objects. However, I am capturing product purchase history through Marketo forms (product ...

We recently launched an NPS program to track customer satisfaction with our support team. Any time a case is closed in SFDC, that contact gets added to an SFDC campaign, and I trigger off of "is added to campaign" to send an email pointing to the survey. Although we have launched this, the next step...

Hi,I am setting up a product registration landing page for people to register their products. The idea is that people can register as many products as they own -- so if someone has 15 products, they would register all 15. With that in mind, having one field for "Product Model Number" and another fie...

Hi,I am working on a Product Registration form that allows people to register their products. The challenge is that we have many, many products, often with names that are hard to remember. I am trying to help people remember the names of their products when filling out the form, and I have two possi...