Salesforce for Full Cycle Sales Reps
- 1. Successwith For Full Cycle Sales Reps
- 2. Full Cycle Sales reps use Salesforce to work entire deals from beginning to end. Without the specialization of an SDR or AE, they have top, middle, and bottom of the funnel tasks to complete.
- 3. 19.7%salesforce.com’s market share in the CRM space.
- 4. To make it easier, the following slides will break down a Full Cycle Rep’s job by stage, including the importance of Salesforce in each.
- 6. Know where your prospects came from and how they’ve interacted with your brand. TopoftheFunnel Focus: Lead Score & Lead Source
- 7. TopoftheFunnel Focus: Lead Score & Lead Source Next Steps Past Activity Activity Feed Lead Source Pardot - Conversion Lead Score 63 View lead source and lead score under the “Details” tab.
- 9. Know the level of interaction you - and your company - has had with every prospect you talk to. MiddleoftheFunnel Focus: Activity Fields
- 10. MiddleoftheFunnel Focus: Activity Fields Next Steps Tony chat w/ boss Call Tony to Check-in Past Activity Email Tony - Day 3 Email Activity Feed Email Tony Stark Send Tony Holiday Card Use the rightmost tab to monitor previous and upcoming activity.
- 12. Automatically log actions between your Sales Engagement Platform and Salesforce. BottomoftheFunnel Focus: Call & Email Steps
- 13. BottomoftheFunnel Focus: Call & Email Steps Next Steps Tony chat w/ boss Call Tony to Check-in Past Activity Email Tony - Day 3 Email Activity Feed Email Tony Stark Send Tony Holiday Card Run upcoming steps for email, phone, and social steps through the activity feed.
- 14. Want to learn how other sales roles use Salesforce for Sales Engagement? Download the Salesforce Kit today! Download