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Storyboard Description

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Storyboard Text

  • Charlie the customer
  • Hello Amy, This is Charlie. I wanted to let you know the latest on the data project. The budget's been finalized and vendors narrowed down to your company and your competitor. I expect we will have a final decision before the end of the month.
  • Amy the Account Executive
  • Hi Charlie, That's great news. I'm about to board a flight but I'll call you when I land to learn more.
  • hmm I need to get this product committed in my forecast ASAP or I won't be ableto get product if I'm awarded this business .
  • Amy logs onto Salesforce CRM Mobile Application
  • Amy updates her opportunity pipeline with the new status and checks box to commit product to forecast
  • Opportunity Status
  • Decision Date 
  • Forecast
  • Sales Manager
  • Dashboard Auto Updates Visual Graph & Auto Sends to Amy's Manager and Sam the Supply Chain Manager
  • Supply Chain Manager
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