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2:35 / 29:55
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Janet MendozaSpoke: 40% · 12m
Jake PeraltaSpoke: 45% · 13m
Amy SantiagoSpoke: 5% · 2m
Screen share
45% · 13m
5 sections generated
Overview
Janet discussed how to filter searches, link Salesforce, set up mappings in Salesforce, and use the platform to save contacts. They discussed the amount of credits the Shopify has, and the resources available to them as an enterprise customer. Janet agreed to sign the renewal contract within 1 week.
Pricing
Janet and Jake agreed to sign a renewal contract of $60,000 yearly for 5 years.
Pain points
Jake:
Jake was concerned about the complexity of setting up the integration settings for Salesforce.
Next steps
Janet:
Send the contract renewal via Docusign to Jake and Amy.
Jake:
Send the signed contract within 1 week.
Questions
5:38Jake
Should we do a walkthrough?
12:47Jake
Can you walk me through the integration process?
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