--0000000000003f138e0628df8820 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sales Nation, Happy Q1 SAP planning week! As your SAP strategy coaching calls kick off today, I'm thrilled to share some new enhancements you can expect in Salesforce that will save you time and make your life easier. *Please be sure to review ALL three of the changes below this week so you can benefit from these optimizations. * *_______________________* *As a reminder=E2=80=93 your action item from last week was creating your s= uggested Q1 Top 20 SAP List in your own copy of this template (LINK HERE). * Please be sure to *share your document with your Sales Leader prior to the date of your coaching call this week.* This step promotes an efficient and effective SAP building session with your Sales Leader. Please watch this sh= ort video tutorial (LINK HERE) for step by step instructions on how to use the SAP List Template. *_______________________* *#1 - New SAP Dashboard in Salesforce* *We are officially moving away from individual SAP Lists per quarter in Salesforce and upgrading to a single SAP Dashboard you can use quarter after quarter!* - This new dashboard is your new source of truth for viewing all of your SAPs for the current and upcoming quarter, including SAPs that are approved, rejected, pending approval and pending submission. - This dashboard makes it very clear which of your SAPs you still need to create, submit for approval, or make revisions on. It also gives you insights on the Referral Channel mix to ensure you reach the 30%+ Truste= d Advisor mix (6+ Trusted Advisor Referral Accounts). *HCL - Strategic Account Plan Tracking Dashboard (LINK HERE)* *Please Watch: HCL SAP Tracking Dashboard 4 Minute Tutorial (LINK HERE) * *#2 - Advancing Strategies Auto Creating Events * *Once your SAP is approved, an Event will be auto created on the Referral Account and will populate on your Salesforce calendar for the date indicated on the SAP. * - This will eliminate duplicative efforts documenting the action strategy on the SAP and again as a separate Event on the Account. - Once the Event is marked as completed (Meeting Outcome notes populated), that will trigger the checkbox on the SAP to be marked as complete. - *This will eliminate the manual step for you to navigate back to their SAPs to mark your advancing strategies as complete throughout t= he quarter.* - *Important Tip*! It is very important to be mindful of the advancing strategy date you select on your SAP's as well as making sure the strate= gy is very specific and actionable. - The Event will default to 7am to prompt you to input the correct time once the Event is confirmed. You can update the date, time, even= t details,etc freely on the calendar Event at any time. *Please Watch: 2 Minute Video Tutorial on Advancing Strategy Auto Created Events (LINK HERE)* *#3 - Automated Email Reminders * Starting on the first date in a new quarter, daily automated emai