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Deepa Patel
Works at Halak Consulting, LLC
Attended Mahendra Kanayalal
Lives in Alameda, CA
223 followers|220,836 views
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Deepa Patel

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Let’s say you are selling to both businesses and consumers. It is very likely that you will have different processes for not just the full sales cycle, but also the lead development and nurturing process. How do you differentiate this in Salesforce?Let’s look at the high level steps in lead development life cycle, which is based on the target type. With B2B acquisition, you will need to take the following steps at a minimum: Track first and subse...
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Deepa Patel

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How to define a Lead Process in Salesforce
Let’s say you are selling to both businesses and consumers. It is very likely that you will have different processes for not just the full sales cycle, but also the lead development and nurturing process. How do you differentiate this in Salesforce? Let’s l...
Let’s say you are selling to both businesses and consumers. It is very likely that you will have different processes for not just the full sales cycle, but also the lead development and nurturing process. How do you different...
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Deepa Patel

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Customer Support via Email only – Is that a good practice?
As a consultant, my job sometimes entails coordinating between multiple vendors and parties for all kinds of meetings and calls, including customer support. Recently, I have worked with two different vendors, where support is only available via email. Is th...
As a consultant, my job sometimes entails coordinating between multiple vendors and parties for all kinds of meetings and calls, including customer support. Recently, I have worked with two different vendors, where support is...
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Deepa Patel

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MobileSee More Record Details on Object Home Pages (Tablets Only)Salesforce is introducing some great functionality with the mobile platform, specially taking advantage of the large screen real estate on tablets. Users can now see more details about recently viewed records, access standard and custom list views and search across other objects.This interface is similar to the List Views in the full browser app[1]. You get a Drop down with your Lis...
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Deepa Patel

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Spring '15 Release - Useful Feature Part 4
This is the fourth post for some of the Useful Features in Spring'15 Mobile See More Record Details on Object Home Pages (Tablets Only) Salesforce is introducing some great functionality with the mobile platform, specially taking advantage of the large scre...
This is the fourth post for some of the Useful Features in Spring'15 Mobile See More Record Details on Object Home Pages (Tablets Only) Salesforce is introducing some great functionality with the mobile platform, specially...
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Deepa Patel

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Early in my career, I spent 10+ years working in the technology industry in marketing, product development and business development roles. Since then, I’ve had the privilege of coaching dozens of women executives from across the industry and I’ve been an invited speaker at about two dozen
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Deepa Patel

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Salesforce Process Builder is a great new tool that goes beyond workflow rules for process automation. As with anything new, sometimes it is hard to figure out what features and functions do what. Our fantastic Salesforce MetaDaddy Pat Patterson was presenting at the East Bay User Group for Lightening week. The new Process Builder is part of the Lightening app.I asked my question during the meeting that I was struggling with building a time-based...
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This morning Renee, No Name and Irish Greg (KFOG morning radio show) were talking about Salesforce CEO Mark Benioff standing up against discrimination for LGBT in Indiana. They were confused about what Salesforce is. There are people who have seen Salesforce logo everywhere, but have no idea what it is. I am writing this post to help anyone who does not know what Salesforce is understand how Salesforce helps businesses.Renee, No Name and Greg, Th...
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Deepa Patel

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Congratulations to Spring 15 MVPs
It's time again to recognize a brand new group of MVPs. This marks our 14th class of MVPs and the talent keeps on pouring in! Not only do we have 17 brand new additions, we also have 57 re-rewarded MVPs who will be serving another year with us. The MVP...
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Deepa Patel

Blog Posts  - 
 
This is the fourth post for some of the Useful Features in Spring'15 Mobile See More Record Details on Object Home Pages (Tablets Only) Salesforce is introducing some great functionality with the mobile platform, specially...
1
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People
Have her in circles
223 people
Cheryl Feldman's profile photo
AXIOM SFD's profile photo
sridhar k's profile photo
Audrey Gamble's profile photo
Suresh Krishnan's profile photo
CipherCloud Inc.'s profile photo
Geraldine Gray's profile photo
thulasidas Go's profile photo
Nitin Rajak's profile photo
Education
  • Mahendra Kanayalal
    Science, 1971 - 1978
Basic Information
Gender
Female
Story
Tagline
Salesforce.com MVP, Salesfore Sales Consultant and Admin Certified, Cloud Alliance Partner
Introduction
Deepa Patel launched Halak Consulting in 2003 and has gained extensive knowledge in legal and financial industries. She has built a team of consultants to provide exceptional service to you. She worked in the Mortgage Industry for eight years, sold data warehousing software and has been providing business and technical consulting services for the last ten years.

Deepa's Personal Blog
Work
Occupation
Business and Technology Consultant
Employment
  • Halak Consulting, LLC
    President, 8 - present
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Currently
Alameda, CA
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