Work Resources

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CS Team Resources

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  1. CS Resources Folder
  2. New Client - Welcome Packet - Google Drive
  3. Training Video Library
  4. CSM Weekly Meeting Agenda
  5. CSM_Guide
  6. Onboarding Process

SOCi Human Resources

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  1. Coastal Payroll
  2. BambooHR
  3. Paycheck Stubs
  4. Benefits Dashboard
  5. Business Bill Payment | Pay Online and Get Paid
  6. HealthNet

My To Do:

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  1. SOCi Workast
  2. Add to SKB - Google Sheets
  3. FREE PRINTABLE IRMA WEEKLY PLANNERS - eliza ellis

Marketing Team Resources

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  1. SOCi: Internal Request Form
  2. Master RESOURCE Sheet
  3. SOCi Branding
  4. Monthly Client Spotlight
  5. SOCi Collateral
  6. Asana

SOCi Resources

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  1. Sasha DEMO | SOCi
  2. Yesware
  3. JIRA
  4. Box
  5. Swagger UI

    Our API Documentation

  6. Pardot

Content Team Resources

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  1. Collateral Requests - Google Sheets
  2. Verticals Content Team Can Accommodate - Google Sheets

SalesForce

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  1. Login | Salesforce
  2. Home - Salesforce Certification
  3. Current Clients by CSM
  4. Salesforce Developers
  5. Digital Air Strike
  6. The UPS Store

Sales Team Resources

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  1. SOCi - On-boarding Questionnaire - Google Forms
  2. Small Business VoIP Phone System | RingCentral
  3. Training Manual - Sales
  4. SOCi Bug Report or Feature Request (Responses) - Google Sheets
  5. Sales Onboarding Notes
  6. Sales | Demo Acct Logins
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