Establish a feedback loop by leveraging historical data to develop actionable insights to better service your prospects and customers.
- [Instructor] In our next video,…we're going to be establishing a feedback loop.…The work is not finished when a deal is closed…or when you lose a deal or an opportunity.…So just because it's not qualified,…not converted and closed,…it might be time to ask some hard questions…that you can now back up and reference with historical data.…So let Salesforce help to answer some questions…with metrics, trusted data, and actionable insight.…Some questions that should be considered and asked are:…why did the customer go with the competition?…What features are our products or services missing?…Which product or service features were not adequate?…Is sales delivering a consistent message?…Is service supporting this message…during the sales process?…How many interactions were required before the purchase?…These are just a few questions, but it's really important…to bake these into your feedback loop so you know…when you go back to your org and you close out something…as a lead status not qualified…that you find out through not qualified reason, for example,…
- Tracking leads, accounts, and contacts
- Defining a lead
- Preparing a Lead score threshold
- Lead channels
- Lead assignment rules
- Lead qualification status
- Lead record types
- Lead conversion mapping
- Lead source overview
- Validation rules
- Establishing a feedback loop
- Using AppExchange
- Merging duplicate records
Skill Level Advanced
Lightning Tools: Conductor Web Partwith Tiffany Songvilay52m 12s Advanced
Microsoft Dynamics 365 First Lookwith Gini von Courter19m 40s Beginner
1. Understanding Leads
2. Working with Leads
3. Managing Leads
4. Managing Your Data
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