| 3 minute learn
Do you ever fear that you simply’re letting renewal enterprise slip via the fence?
Do gross sales managers wrestle to realize visibility into the arduous work your reps are doing?
If you happen to answered “sure” to all three questions, it’s protected to say that you simply’re going through the identical challenges as many B2B entrepreneurs immediately.
It’s widespread for a big portion of buyer income to come back from repeat enterprise equivalent to renewals. The excellent news is that, in these instances, a number of returning clients are already identified contacts in your CRM.
To make sure these clients obtain real-time follow-up with out creating duplicate data, take into account managing renewal workflows with process queues in Gross sales Cloud.
Information from Pardot can be utilized to construct out process queues in Gross sales Cloud which, amongst different advantages, can assist your gross sales reps observe up on sizzling prospects in a well timed method.
Activity Queue Advantages
Listed here are three causes to put money into constructing out Gross sales Cloud process queues:
- Consolidate your duties into one process administration tab/app, so your gross sales reps can observe up on sizzling prospects in a well timed method.
- Make the most of the various productiveness instruments that record views and queues present. Create a number of views for open, closed, and in-progress duties.
- Give administration full visibility into the arduous work the gross sales crew is doing and supply higher insights by way of exercise stories and dashboards.
Construct Out a Gross sales Cloud Activity Queue
There are three primary steps for creating process queues in Gross sales Cloud. Two vital notes earlier than we dive in:
- Chances are you’ll want so as to add extra processes or tweak the standards to fit your particular person workflows.
- Your Salesforce Administrator is the individual finest suited to handle this course of.
Step 1: Construct your process queue
From Setup, enter Queues within the Fast Discover field, then choose Queues. Click on New.
That is basically a bucket of all on-going duties. You could possibly customise this bucket in 3 ways to distinguish your prospects’ numerous state of affairs entry factors:
- Web New Prospects
- Current Contacts you do enterprise with
- Current Contacts you haven’t engaged with but
If you create a queue, a listing view is mechanically created and shared with the members of the queue. Add the gross sales reps as queue members to allow them to view and handle the duties assigned to the queue.
Step 2: Construct out a course of utilizing Course of Builder to assign duties associated to leads and contacts to a shared queue
From Setup, enter Course of Automation within the Fast Discover field, then choose Course of Builder. Click on New.
Subsequent, outline standards for this motion group.
Lastly, replace data accordingly.
Step 3: Handle Your Duties Via the Queue
You’ll be able to create a number of process queues or record views to handle every state of affairs talked about above by including to your course of and constructing out your workflows.
You might also need to use or add the duty object to a gross sales console so you may make use of the console utility belt for mass reassignment, macros, notes, historical past, gentle telephone, and extra.
Think about the duty object because the bridge between advertising and gross sales. It may assist consolidate gross sales exercise between leads and contacts into one unifying exercise heart to spice up productiveness and shut offers sooner.
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