1. Internationalization: The Multis Julie Akawie, ESI International Vicky Schott, X-Rite, Inc. Jim Stroka, salesforce.com Admin III: Expanding into New Areas
8. About ESI International & Informa plc PRODUCTS USED: Unlimited Edition: Salesforce Automation, Marketing Automation, Service & Support, Custom Integration 1000 150 USERS 40 countries 12 countries GEOGRAPHY 7500 380 EMPLOYEES Information Distribution Performance Improvement INDUSTRY Informa ESI
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13. Advanced Currency Management: How it works 1. Feature is activated 2. New rate is created Begin Time End Time 1 USD = .5712 GBP End Time 1 USD = .5611 GBP Begin Time 1 USD = 0.5712 GBP 9/1/2006 1 USD = .5611 GBP End Time Begin Time 1 USD = .5712 GBP 9/1/2006 10/1/2006 1 USD = 0.5510 GBP .5617 GBP 3. New rate created, Previous edited
15. Advanced Currency Management Accurate pipeline reporting – Utilize dated exchange rates when reporting on opportunities “ Freeze” amounts in historical opportunity records – Use dated exchange rates to display accurate converted amounts for opportunities and opportunity products Accurate Campaign Statistics reporting – Utilize dated exchange rates when tracking closed won opportunities for a campaign 1 2 3
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20. Summer ’07 Features for Delegated Admins Login As User Delegation Enable delegated user administrators to login as users they administer to troubleshoot issues or provide assistance. Unlock User Accounts Now delegated administrators can unlock the users they manage. 1 2 2 1
40. Julie Akawie Business Analyst Vicky Schott CRM Business Analyst Jim Stroka Engagement Manager, Professional Services EMEA QUESTION & ANSWER SESSION ESI International X-Rite, Inc. salesforce.com