What you’ll see:
Completely redesigned layouts
New methods for entering data
All pipeline reporting and forecasting will ONLY take place in Salesforce
Contracts and/or billing origination
New Contracting Management System from DocuSign
Key dates:
Week of Oct 3 and 10: Live training sessions
Friday, October 14: Salesforce offline to prepare for the changeover
Monday, October 17: New system go-live