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Lecture

Core Platform, Automation, and AI

(2617) Streamlining Your Sales Processes and Maximizing Your Applied Epic for Salesforce Performance


Content Level: Intermediate

Personas: Marketing Manager/Specialist, IT/Operations Manager, Sales Representative

Products: Applied Epic

Monday, September 28, 2026
1:00 PM - 2:00 PM East Coast USA Time

    Presenter(s)

  • Edin Omerdic (he/him/his)

    Director of Marketing and CRM Solutions
    Topline Insurance
    Jacksonville, Florida

  • DL

    Deb Lambert

    Marketing Technologies Manager
    TopLine Insurance, Florida

    • Applied Representative(s)

  • Mario Solis

    Product Instructor
    Applied Systems, Texas

In this Applied Epic for Salesforce™ advanced lecture, the presenter will go beyond the elementary use of the largest customer relationship management system and dive into more complex applications, from optimizing sales processes and streamlining account management to automating communication and improving cross-sell efforts, to maximizing retention.