Six Ways to Speed Up Sending Demoboards in your Workflow
Head of Client Success, Consensus
November 12 @ 11 a.m. Mountain Time (US)
In this session we’ll demonstrate 6 different ways a user can create and send Demoboards. We’ll review best practices when creating demoboards within Consensus, Snap (our Chrome Extension), Gmail, Outlook, and through our Salesforce Integration. We’ll conclude our session with a look at how some users can take advantage of the Mail Merge functionality within Consensus (demonstrating with Hubspot).
Born and bred in the heart of Utah, Alex has spent his professional career on the frontline, supporting, enabling and building relationships with his clients.
While working for a neighboring company, Alex played a chance game of Pickleball with some good friends (and former colleagues). Little did he know it would lead him to join forces with Consensus a few months later. For the past 5 years, Alex has managed some of Consensus’ largest and most successful accounts. He now spends his time split between managing accounts and running the Client Success Team.
When not working, you can find Alex drawing, reading a Stephen King novel, or spending time with his lovely wife and two adorable girls.