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The Customer Lifecycle Lab

Building Customer Success Processes in Salesforce
(55 minutes)
PSA with Less
(15 min)
Optimizing Project Insights with the EPV: Visibility & Collaboration
(15 min)
Simplifying Project Billing
(30 min)
How To: Cloud Coach Reporting
(35 min)Top 5 Improvements to Make to Your Implementation Process in 2023
(1 hour)
Effectively Manage Project Stakeholders
(30 min)
5 Warning Signs to Spot In Your Customer Onboarding

Top 5 Improvements You Can Make to Your Implementation Process

Top 5 improvements to make to your implementation process in 2023
(1 hour)
Managing Project Risks: Project RAID
(30 min)
10 Meaningful Reports for Professional Services Teams

3 Ways to Organize Your Projects and Keep Them on Track | Milestones
(30 min)
3 Ways to Organize Your Projects and Keep Them on Track | Stage Gate
(30 min)
3 Ways to Organize Your Projects and Keep Them on Track | Project List views & the Cross Project View
(30 min)
Mastering Project Creation – Checklist Projects
(30 min)
Mastering Project Creation – Water-Scrum-Fall Projects
(30 min)
Mastering Project Creation – Waterfall Projects
(30 min)
Mastering Project Creation – Kanban Projects
(30 min)
Using My Day to Optimize Productivity: My Day Time
(30 min)
Using My Day to Optimize Productivity: My Day Meetings
(30 min)
Using My Day to Optimize Productivity: My Day Pickup
(30 min)
Using My Day to Optimize Productivity: My Day Home
(30 min)
Top 5 Reasons to Move From Your Custom Build to an AppExchange Solution

Top 5 Reasons to Run Any Project on Salesforce

Top 5 Reasons to Run Your Customer Success on Salesforce

Top 5 Reasons to Run Your PSA on Salesforce

Implementation Guide: Team Tier

Top 5 Reasons to Run Your IT Projects on Salesforce

Top 5 Reasons to Run Your PPM on Salesforce

3 PPM Features That Customers Love
(14 min)
Implementation Guide: Starter Tier

7 Capabilities Your IT Project Management Solution Should Have

8 Capabilities Your PPM Solution Should Have

7 Capabilities Your Customer Success Solution Should Have

Why Salesforce is great for customer onboarding
(27 min)
9 Capabilities Your Customer Onboarding Solution Should Have

9 Capabilities Your PSA Solution Should Have

8 Capabilities Your Project Management Solution Should Have

Top 5 Reasons to Run Your Customer Onboarding on Salesforce

8 Meaningful Reports for your PMO

8 Meaningful Reports for Customer Onboarding

10 Meaningful Reports for Professional Services Teams

Any Project Process
(14m)
Customer Success
(10m)
Professional Services
(12m)
IT Projects
(12m)