Corporate Outreach Division Employers

Corporate Outreach's motto is "If it isn't is Salesforce -- it didn't happen" especially since our notes are needed to be seen by External Relations, Executive Education, and career coaches.

We enter all our contacts, meetings, and notes into Salesforce.

We use Activities/Tasks for e-mails, calls, meetings.

We use Opportunities for tracking our progress on relationship management (ie did they accept our relationship/engagement proposal etc)

We add relationship/engagement proposals, annual plans, and employer summaries to custom attachments