Customer Did Not Attend Dreamforce In this section, we will guide you on how to conduct a meaningful meeting with your customers who were unable to attend Dreamforce. While they may have missed the conference, you can leverage the insights and resources from Dreamforce to engage with your customers and explore new opportunities together. Preparation: Connect and Clarify Before scheduling the Strategic Alignment Meeting, connect with your Partner Account Manager and Account Executive. Also, note that customizable Innovation Pack presentations are available for use during the meetings. Sample Agenda Opening: • Begin by expressing appreciation for the partnership between your organization and the customer. • Introduce the team members who will be present in the meeting. Dreamforce Insights: • Share key highlights and insights from Dreamforce that are relevant to the customer's industry and business. Understanding the Customer's Business: • Engage in a discussion to understand the customer's current challenges, objectives, and key business priorities. Customer Vision and Aspirations: • Explore the customer's current vision for their organization and how they foresee their future state. • Discuss any potential changes or opportunities that have arisen based on the Dreamforce insights. Aligning Solutions with Customer's Vision: • Present how your solutions align with the customer's evolving vision and aspirations. • Share relevant success stories and case studies to illustrate the value of your o昀昀erings. Creating an Action Plan: • Collaboratively develop a roadmap to align their vision with actionable steps. • Identify key performance indicators (KPIs) to measure progress towards shared objectives. 61

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