Here’s the hidden issue with Salesforce that no one tells non-tech managers: neglected sales opportunities.
1. Engage:
– Salesforce professionals face the challenge of reviving neglected sales opportunities. This was tackled by using Salesforce AI and Prompt Builder to streamline re-engagement strategies.
2. Pinpoint:
– Effective use of List Views helps identify neglected opportunities, ensuring sales teams have accurate data.
– Einstein AI features like Activity Capture and Sales Emails enhance communication and ensure no opportunity is overlooked.
3. Look deeper:
– For architects, employing List Views and Einstein AI can significantly boost sales team productivity. These tools provide insights into customer interactions and support decision-making.
4. Outline:
– Configure List Views to focus on neglected opportunities.
– Leverage Einstein AI to draft sales emails and offer personalized engagement prompts.
– Use Next Best Action to recommend strategic offers that drive sales.
5. Resolve:
– Addressing technical debt within Salesforce is crucial. Overlooking this debt can hinder business growth and ROI. It’s vital to keep Salesforce clean and updated to maximize its potential.
6. Evolve:
– As Salesforce continues to innovate, integrating new AI features will keep you competitive. Stay ahead by encouraging your team to embrace these tools and refine their usage.
Effective management of technical debt in Salesforce is essential for non-technical managers to understand. Neglected technical debt can severely impact business growth by leading to higher maintenance costs and reduced operational efficiency. Proactively managing this debt ensures better ROI and supports strategic business objectives. As a Salesforce architect, the aim is to help managers grasp the importance of minimizing this debt, enhancing both short-term successes and long-term business growth.
Encourage your team to actively use List Views and Prompt Flows; these are pivotal in enhancing engagement strategies.
You can read it here: https://go.alexandreruiz.com/salesforcecontent/one-problem-four-solutions-use-prompt-builder-and-ai-to-revive-sales-opportunities-how-i-solved-it
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