How to launch an epic Salesforce implementation?
5 Tips for Launching Epic Salesforce Implementations. Implementation is a journey, not a destination. Make yours an epic ride. Rethink everything you know about implementation. Score quick implementation wins that help you drive success.
How do you make your implementation journey an epic ride?
Make yours an epic ride. Rethink everything you know about implementation. Score quick implementation wins that help you drive success. Drive more adoption with buy-in from the top-down. Execute your implementation in phases with a solid roadmap. Align every team and roll out a game-changing implementation.
How do I change the sales path in Salesforce?
From the Select Page Layout list, select Opportunity Layout. Click Save. You’re off to a good start, but there’s still a little distance to cover. Move on to the next step to customize your sales path.
How to track prospects apart from your contacts and opportunities with Salesforce?
How to track prospects apart from your contacts and opportunities with Salesforce lead records. After you’ve qualified your lead records, convert them to contacts and create accounts for them. Get Salesforce ready to gather information from your company’s website and automatically generate up to 500 new leads a day.
Dated Routes
Associating routes with dates helps users plan their schedule more efficiently as well as find the routes they created faster. The new route provides users various viewing options, allowing them to view their list of routes by month or upcoming, organized by date.
Scheduled Vs. Distance Routes
Geopointe now supports scheduled routes in addition to distance routes. Distance routes are ideal for reducing travel time as much as possible in scenarios such as deliveries and quick stops. With Distance Routes, users can make all of their scheduled stops for the day using the quickest, shortest, most direct route possible.
Route User Settings
Do you find that your routing requirements are fairly similar, it not the same with every route you create? Now you can define routing defaults to save you time when creating routes. Set your start location to Current Location so that your route begins from where you are currently located.
Trailhead
Trailhead: Qualify and Route Leads to Your Reps Take an in-depth look at the importance of prioritizing incoming leads. Learn to qualify leads quickly, and see how your marketing team can effectively score leads using Salesforce lead routing.
Salesforce Documentation
Official Documentation: Leads How to track prospects apart from your contacts and opportunities with Salesforce lead records. After you’ve qualified your lead records, convert them to contacts and create accounts for them.
Trailblazer Community
Knowledge Article: Identify Leads Created by Web-to-Lead Quick tutorial lets you show that a lead has been created using web-to-lead.
More Awesome Resources
Explore multiple ways to assign prospects within Pardot and Salesforce, including manual assignment and using automation rules or completion actions to assign prospects to a user or group based on their activity or information.
Featured Video
Implementation is a journey, not a destination. Make yours an epic ride.
Interested in getting implementation guidance?
Every company is different, which means every company’s implementation journey will be unique. Download our eBook and see how our team of Salesforce Architects have helped customers realize their vision.
