Sales process map In salesfore solution

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1.Generate Leads:

  • When leads are generated through online web advertising the first step is the prospect creates an inquiry from a web source. Once the inquiry is captured, a web form is distributed to capture the prospects contact information. The web form might also include a contact me request, free trial, and event registration. The Sales Representative then captures and categories the leads and sets up the response. The sales representative sets up lead response rules (Geography, company size, and product of interest) and along with auto-response emails (i.e. “Thank you for your interest”, “Trial and login information”, Event details, Trial materials).

Sales process in Salesfore solution

  • When leads are generated through inbound telephone calls the first step is the prospect creates an inguiry via telephone. These leads are generally created from yellow pages, Google maps, or word of mouth referral. The Sales Representative then searches the database to see if the lead already exists, if it does not already exist the sales representative then creates a new entry. The Sales Representative then captures and categories the leads and sets up the response. The sales representative sets up lead response rules (Geography, company size, and product of interest) and along with auto-response emails (i.e. “Thank you for your interest”, “Trial and login information”, Event details, Trial materials).
  • When a external lead source is needed, Marketing creates leads from external lists or sources. These external sources include purchased lists, trade shows, and legacy data. Once lead sources are identified the Account Executive then imports the data into the database. This data can be imported through the Salesforce import wizard or Excel connector. The Sales Representative then captures and categories the leads and sets up the response. The Sales Representative sets up lead response rules (Geography, company size, and product of interest) and along with auto-response emails (i.e. “Thank you for your interest”, “Trial and login information”, Event details, Trial materials).

2.Optimize Lead Flow

  • The Sales Representative receives leads generated and reviews open leads. In order to effectively manage your leads it is best to set up your leads. Today’s leads are generally sorted by lead type.
  • Once leads are reviewed the Sales Representative checks for duplicate leads. Using the “find duplicate lead” button you an search for similar leads in current contacts in the Salesforce database. If any duplicate leads are found, merge the two records.

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