The Incredible Power of Automating Data Input with Salesforce

The Incredible Power of Automating Data Input with Salesforce

Linking your key work processes to Salesforce is a game-changer for a sales team.

Good, reliable data is the lifeblood of sales.

When you are able to combine your most useful data with a world class interface for managing it, then you have a distinct advantage over the competition, and a tool that can turbo-charge growth in any organization.

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Creating Automatic Follow-up Reminders in Salesforce

Creating Automatic Follow-up Reminders in Salesforce

Consistent follow-up is key in sales. This is easy to do if you are not working a lot of leads. The problem is that you need to build a sustainable pipeline, which means you will be working on a lot of different leads and that are all at different stages. This is when things start to fall through the cracks.

To make it easier to manage these leads, it is helpful to try automating your sales process. You can do this easily using Salesforce Workflow rules. This is a very powerful feature that people often don't leverage. You can use workflow rules to provide a better sales experience while also saving time. Here are a few examples of different follow up rules you could implement:

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