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Day 1
Review 60 Day Plan
HR setup and Orientation
Systems and Device Setup/Access
Set up Salesforce, Einstein, SeamlessAI, Calendly, GMASS, Gmail, Slack, Zoom
Introduction to Team members
Software Support: support@mydevices.com (Rob Siegel)
Hardware Support: hardware@mydevices.com (Mo Nagle)
Billing Questions: (Jessica Luke)
Product Questions (Ryan Smith)
Operations Questions (Marcelo Penna)
Help with R&D request and big customers (Kevin Bromber)
Day 2
Slack: How we communicate internally on Slack channels
Calendly: How prospects can book meetings with you
Salesforce: Leads (entering and converting), Events (Using Calendly for Meetings), Accounts, Contacts (making notes), Opportunities (different stages), Docusign
Day 3: SeamlessAI: How to build lead list by prospecting “look alike” target customers
Day 4: GMASS: How to build lead list thorugh outbound email automation
Day 5: Docusign: How to send a Docusign contract from Salesforce
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