Someone explain to me why in 2023 account folks still manually make their own tracker for client fiance reviews. In my last 7-8 years, I’ve seen finance/PM team provide a tracker with formula and account uses that to hide column and etc. I’m not at an age where I will sit and make manual trackers and create formulas. Not because I’m an account director but because it’s not efficient at all. Anyone agrees?

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Can’t believe your client’s fiancé needs to review the budget tracker. That’s bullshit.

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The client is your fiancé? When is the wedding?

Finance processes are bad (inconsistent, inefficient, not automated enough) in most agencies but it’s usually due to account people not being prepared to follow the guidelines or each client needing things done a certain way

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My clients are Twitter-gen. They want finance recaps in slides with less than 3 sentences per topic of discussion.

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Hi, Is it good to join Salesforce for Technical Consultant role (YOE - 3.2 years) ?
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Salesforce

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