Is your sales team struggling to revive neglected opportunities? Discover how two Salesforce experts tackled this challenge using Flow, offering insights that can transform your approach.
1. Trend
– Automation is the key trend, with Salesforce Flow enabling streamlined processes.
– Reviving neglected sales opportunities is a common challenge for sales teams.
2. Insight
– Skye Tyler and Dee Ervin used Flow to automate re-engagement processes without custom code.
– They focused on user-friendly interfaces and personalized communication.
3. Depth
– Skye’s approach utilized Data Fetcher and Unofficial Salesforce components for a reactive data table.
– This enabled quick filtering and sorting of neglected customers.
– Allowed sales reps to send emails or log calls directly within the flow.
– Dee designed a scalable screen flow with a custom permission system.
– Enabled easier maintenance and adaptability to complex workflows.
– Included a personalized message field for customized follow-up emails.
4. Execution
– Implement Skye’s method by integrating Flow with Data Fetcher for real-time data interaction.
– Use Dee’s approach to create customizable screen flows adaptable to various needs.
– Ensure solutions are embedded on frequently accessed pages for quick access.
Salesforce technical debt can accumulate when solutions like these aren’t regularly updated or optimized. This debt can slow your system, hindering growth. Proactively managing it is vital to maximizing your Salesforce investment. As a Salesforce Architect, guiding managers in understanding and reducing this debt supports strategic objectives.
Explore the potential of using Flow to streamline sales processes and enhance engagement efficiency. Consider the flexibility and scalability of these solutions to keep your sales opportunities active and fruitful.
You can read it here: https://go.alexandreruiz.com/salesforcecontent/one-problem-four-solutions-use-flow-to-revive-sales-opportunities-how-i-solved-it
Source from admin(dot)salesforce(dot)com