![]() ![]() For example, whenever you create a new Lead, the system can generate a sequence of tasks for you to call or email this Lead. Task tracking and workflow automation in Sales Cloud can help you automatically create a set of tasks based on specific criteria. For instance, if you sell multiple services or products, you can wish to create an area to track the product interest of your Leads. What’s more, the Sales Cloud has out-of-the-box features like quoting and opportunity forecasting.īesides, all standard objects can be enhanced with custom fields relevant to your business. So, Lead can be converted into Account, Contact, and Opportunity objects, and Opportunity, in turn, can be scaled by different stages and probabilities. Opportunity (potential deals that might result in a new business your sales team believes in).Contact (employees of the companies you want to follow).Account (companies that you want to track).Lead (people that expressed an interest in your products or services).However, B2C (Business-to-Consumer) companies can now leverage the Sales Cloud. Originally, this Cloud was created for B2B (Business-to-Business) companies to guide potential customers through a defined sales cycle. This product is designed for the management of your organization’s sales. The Sales Cloud is a CRM platform that was Salesforce’s first and most popular product. Team, someone requested Salesforce License Optimization Best Practices PDF Should you need personalized consultation, the Ascendix Team offers complimentary Salesforce consulting calls.ĭon’t hesitate to book your free Salesforce consulting call today. However, we understand that there may be instances where tailored advice is required. Our e-book has been designed to assist you in honing your Salesforce license utilization strategy, thus optimizing your investment. A downloadable copy is available for your convenience. ![]() We appreciate your interest in our PDF on ‘Salesforce License Optimization Best Practices’.
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