๐ฅ Premium/Standard Session 1, Live Class Recap and Recording
๐ข Recap of Our Session โ Understanding the Sales & Service Process in Salesforce Hey Team, In our last session, we took time to refresh our understanding of Salesforce from a business perspective, focusing on how marketing, sales, and customer service teams use the platform to drive business success. The goal was to help you see Salesforce as a strategic tool that businesses use to attract, convert, and retain customersโand as Salesforce admins, your job is to customize and optimize these processes to fit different business needs. RECORDING LINK AT THE BUTTOM OF THE PAGE ๐ ๐๐ก๐ ๐๐๐ซ๐ค๐๐ญ๐ข๐ง๐ & ๐๐๐ฅ๐๐ฌ ๐
๐ฎ๐ง๐ง๐๐ฅ ๐ข๐ง ๐๐๐ฅ๐๐ฌ๐๐จ๐ซ๐๐ ๐ข 1๏ธโฃ ๐๐๐ซ๐ค๐๐ญ๐ข๐ง๐ : ๐๐๐ฉ๐ญ๐ฎ๐ซ๐ข๐ง๐ ๐๐๐๐๐ฌ ๐ญ๐ก๐ซ๐จ๐ฎ๐ ๐ก ๐๐๐ฆ๐ฉ๐๐ข๐ ๐ง๐ฌ In business, marketing plays a crucial role in attracting potential customers (leads). Companies use campaigns (email marketing, social media ads, webinars, Google ads, trade shows, etc.) to reach new prospects. These campaigns are tracked in Salesforce under Campaigns, where marketing teams can see which efforts generate the most leads. ๐ 2๏ธโฃ ๐๐จ๐ฐ ๐๐๐๐๐ฌ ๐๐ง๐ญ๐๐ซ ๐๐๐ฅ๐๐ฌ๐๐จ๐ซ๐๐ A lead can enter Salesforce in several ways, including: โ
Filling out a form on a company website (e.g., requesting a demo, signing up for a newsletter) โ
Attending a webinar or event โ
Clicking on an advertisement and submitting their details โ
Being added manually by a sales or marketing rep Once a lead enters Salesforce, the system captures key details, such as their name, email, company, and the source of the lead (where they came from). ๐ 3๏ธโฃ ๐๐๐๐ ๐๐ฌ๐ฌ๐ข๐ ๐ง๐ฆ๐๐ง๐ญ & ๐๐ฎ๐๐ฅ๐ข๐๐ข๐๐๐ญ๐ข๐จ๐ง Not all leads are the sameโsome might be high-value prospects, while others may not be serious buyers. This is where Lead Assignment Rules come in: Salesforce can automatically assign leads to different sales reps based on criteria such as geography, industry, or deal size. This ensures that leads are sent to the right salesperson for follow-up. The sales team then qualifies the lead to determine if they are genuinely interested. ๐ ๐๐ก๐ ๐๐๐ฅ๐๐ฌ ๐๐ซ๐จ๐๐๐ฌ๐ฌ ๐ข๐ง ๐๐๐ฅ๐๐ฌ๐๐จ๐ซ๐๐