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Tip of the Week – Streamline your sales process with Salesforce Workflows

Tip of the Week – Streamline your sales process with Salesforce Workflows

Flow Chart

A brand new lead is different from a lead you’ve been grooming for two weeks. The information you collect on call #1 helps you qualify the lead, but when they’re starting to show interest in your product, much of that information is far less relevant. Similarly, the information you need on call #8 is probably irrelevant at the beginning of the process. Having every field for every stage of the process on one page can get a bit messy and forces your team to sift through irrelevant data to find the pieces they care about at any stage in the process. This will slow down onboarding new team members and generally reduce productivity. Wouldn’t it be great if the page layout would change based on the stage of the lead to put the most important information right at your fingertips? No worries, Salesforce has you covered!

All you have to do to optimize page layouts for the stage of Leads (or any other object in Salesforce) is create multiple Record Types. Create a new Page Layout corresponding to each record type and assign the layouts accordingly. Now, create a few Workflow Rules to change the Record Type based on any number of factors on the record. Status and Stage are two great fields to base this logic on. Now when you change the Status from New to Qualified, the page layout will change to reflect the next pieces of information you need to gather to move forward and generate revenue!

-Jared and the Salesforce Guys

App of the Week – Capture Leads straight from your email with Email2Lead for Salesforce

App of the Week – Capture Leads straight from your email with Email2Lead for Salesforce

Call Center

Email-to-Case is one of the most powerful tools in Salesforce. It allows you to gather Cases with no manual data entry, meaning your team can more efficiently utilize their time getting down to business and solving problems. If you’re a sales manager or rep, you probably are looking longingly across the aisle at the support team, wishing you didn’t have to waste your time taking an email with a new lead and entering it into Salesforce and could just start selling. But that would take a complicated email handler, loads of build time, and don’t forget all the testing before you see any benefit. Unless you implement Email2Lead. Then you can start getting emails turned directly into Leads for free today!

This Innovative solution captures emails sent to your Company’s mailboxes and creates Leads from it, helping you generate new sales and more revenue, reduces loss of potential customers and improves productivity.

Check out this clever free app here and start saving time today!