Lead management is the backbone of any sales-driven business, and with Salesforce, you can transform the way your team handles inquiries. From automating lead capture to leveraging AI tools that predict conversion potential, Salesforce enables you to optimise every step of the process. Whether you’re managing a high volume of leads or honing in on top prospects, Salesforce’s robust features ensure your team works smarter, not harder.
Tag: sales cloud
What is a Salesforce Health Check and What Can It Do For Users?
A Salesforce Health Check is essential for businesses that have been using Salesforce but feel it’s no longer aligned with their evolving needs. Whether it’s restoring confidence in the platform, optimising efficiency with automation, or enhancing forecasting and reporting, a Health Check ensures your Salesforce instance adapts as your business grows. Discover how a thorough review of your system can reveal hidden inefficiencies and unlock the full potential of Salesforce to drive growth and improve user adoption.
Getting It Right First Time: The Value of Salesforce Consulting Partners
Based on several studies over the past 20 years, around 50-70% of CRM projects fail.
Getting it right isn’t easy; which is why Salesforce Consulting Partners like Appdraft exist. Here are just a few examples of the complexities that you’ll need to tackle; whether or not you’re into DIY!
Salesforce Showcase: Salesforce + Xero Integration
Xero is one of the most popular accounting apps for SME’s. Salesforce Sales Cloud is the world’s number one CRM. What happens when you combine the two? At the very least, you can expect the Sales teams to be able to focus their efforts more strategically on the right clients; but the sky’s the limit! […]
The Salesforce Sales Cloud Top Five
Top tips for making the most of Salesforce Sales Cloud; including leveraging automation, mobile experience and integrations.
The things no Salesforce Sales Cloud instance should be without!
Why your sales team doesn’t use CRM
‘I’m too busy’. ‘I’m not great with computers’. ‘I’ve got my rolodex, I don’t need a CRM’. Salespeople are a tricky bunch. The great ones have their idiosyncrasies and sales managers will often be inclined to overlook them as long as the team delivers new business. But a good team is only part of the […]