Automated Activity Capture: Best Practices for Private Capital

In this webinar, we’ll explore how Admins can customize Salesforce with key automations to reduce manual work and improve accuracy. By using features like automated activity capture, flows, and relationship intelligence, your deal team can focus on making smarter, more informed decisions.

This webinar will cover

• Bringing engagement data natively into Salesforce with activity capture
• Enriching account and contact records with relevant data
• Surfacing relationship insights based on your team’s engagement
• Creating Flows to automate workflows and enable timely actions

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