Drive Salesforce Growth and Innovation with LevelShift at Dreamforce 2024

LevelShift at Dreamforce 2024 

Our Salesforce experts are excited to meet fellow enthusiasts and spark interesting conversations. For example: 

• Want to know the nuanced details of Salesforce implementation, customization, or integration? Let’s dive into the essentials! 

• Need to chart strategies for your Salesforce growth and success?  We’ll brainstorm! 

• Are you interested in leveraging Einstein, Data Cloud, and AI for your business? We’ll show you the future. 

2024 so far: Here’s what we’re excited to present to you 

Dreamforce BrainDate Sessions  

Our experts will be hosting BrainDate sessions at Dreamforce. Here’s an overview of the presenter and the topics covered: 

• Selva Pandian, VP and Head of Cloud Practice will host a BrainDate session on “Business on Autopilot: How AI and Data Cloud Make your life easier and What to Look for.” 

• Parul Nagpal, Senior Director and Global Client Partner, FinServ and High-tech, will host a BrainDate session on “Salesforce strategies for Mergers, Acquisitions, System Consolidation, and Org Migration.” 

• Miles Sims, AVP of Manufacturing and Logistics and Client Partner, will host a BrainDate session on “90 days to AI—start small and prove out your AI use cases.” 

CPQ Health Check Accelerator 

LevelShift’s CPQ Health Check is a comprehensive assessment that can boost operations when your Salesforce CPQ is sluggish.  

Our CPQ Health Check experts can identify potential issues and provide actionable solutions that can help maximize revenue, ensure quote accuracy, improve sales rep morale, and gain a competitive edge. Here are several ways in which our experts can be your partner in the Health Check process: 

• Deep dive into your Salesforce CPQ setup to identify areas for improvement. 

• Receive tailored recommendations to optimize performance and drive results. 

• Benefit from our team’s in-depth knowledge of Salesforce CPQ. 

• Receive recommendations aligned with your specific business needs and goals. 

• Streamline your sales processes and improve quote accuracy. 

• Maximize your revenue potential by optimizing CPQ performance. 

• Enhance the usability of your CPQ system for sales reps. 

Omnistudio DocGen Accelerator 

Our LevelShift experts can help you with the document generation process. Leverage our expertise to set up efficient report processes—both batch and individual—using OmniStudio’s powerful server-side capabilities. 

• Simplify and accelerate the document generation process with DataRaptors, which generates proposals, invoices, or reports by leveraging Salesforce data and external data.    

• OmniStudio Flexcards are interactive building blocks for creating personalized documents. They allow you to gather additional information, select templates, and customize content, streamlining the document generation process.  

• You can create a huge volume of documents automatically and reduce the manual workload involved in the process. 

Let’s Meet in September 😀 

Dreamforce is just around the corner, and we’re excited to connect with you there. Let’s maximize this opportunity to discuss your business goals and explore how LevelShift can be your strategic partner. We’re available to meet you on all three days. Contact us today to schedule a meeting.