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On-Demand Webinar

The Connected CRM: Save Time by Managing Your Salesforce Data in Excel

For Salesforce users, inputting missing information, resolving errors, and adding new information can be a lengthy and tedious process. These bottlenecks in productivity can have a significant impact on your business and drive up operational costs at a time when optimizing efficiencies for your teams has become more important than ever.

CloudExtend Excel helps Salesforce users address this by allowing for the creation and management of multiple related objects in Salesforce simultaneously from Excel. This saves significant time on fixing omitted information, errors, or updating many records at once. In this webinar, Justine Burdo and Chris Corcoran from the Celigo CloudExtend team will walk you through how CloudExtend allows you to save significant time on Salesforce tasks and increase productivity within your organization.

Topics include:

  • How to create or update hundreds of Salesforce records from Excel in seconds
  • Use cases for integrating Salesforce with Excel by role: Sales, Marketing, Salesforce Admin, Ops/IT
  • Leveraging Excel to create professional Salesforce reports

Presenters

Chris-Corcoran
Chris Corcoran

General Manager, CloudExtend

justine-op1-2
Justine Burdo

Head of Sales & Customer Success, CloudExtend