Sales Automation
Updated on July 29, 2019 Cloud-based CRM solutions such as Salesforce do a fantastic job at providing users and sales teams the ability to manage their sales process holistically from start to finish. Sales data goes into the system as a Lead, and each customer engagement point can be tracked through, in a detailed fashion, […]
Read MoreEvery business owner and manager knows how important it is to track sales, but doing so is much more complicated than just looking at the company’s ROI and number of closed deals at the end of the month. In order to truly track progress, there needs to be a set sales process with measurable progress […]
Read MoreThe idea of attaching a numeric value to each of your clients and scoring their likelihood to purchase from you might seem impossible—especially since everyone has a different business and product to promote. However, with Salesforce and marketing automation, you can do just that. Salesforce allows you to customize your lead scoring qualifications, and the […]
Read MoreSalesforce lends itself well to creating or editing records with all fields on the same page, but what if you need to follow a set of guided steps or questions, check existing records for more information, or have only the necessary fields presented based on input in other fields? You could do the above with […]
Read MoreStarrForce has updated our list of Salesforce Best Practices! We created our list of best practices from our extensive work with Salesforce customers to give you tips to improve your Salesforce experience. Our list contains best practices in the following fourteen categories: Activity Management, Case Management, Chatter, Dashboard Management, Data Integrity, Desktop Integration, Email Templates […]
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