salesforce Archives - FMT
Best Practices for Collecting Leads at Events and Nurturing Them
When your organization attends multiple events per year, capturing leads and entering them into your CRM can be time-consuming and inefficient. Sometimes, it takes weeks for your leads to receive follow-ups and nurturing emails from you. Here comes Pardot, a powerful marketing automation software that integrates with Salesforce. Pardot offers capabilities such as forms and engagement program to help your organization to collect leads and nurture them efficiently and effectively. We came up with a scenario where an organization can best utilize Pardot. Pardot helps Higher Ed reduce administrative work and expedite prospect follow-ups An Oregon university focuses a lot of their recruitment efforts at college recruitment fairs. Their process was simple. Representatives will hand a pen and piece of paper to interested applicants for their contact information. The admissions counselors would receive a stack of paper with the applicants' information for follow-up. While each student eventually received an […]
Lightning is Coming This October – What Does This Mean?
You have probably received emails from Salesforce telling you that in October with the Winter 2020 release, Lightning will be turned on. What does this mean for your organization? We answered some of the most frequently asked questions for you and also discuss how Lightning’s features can help your organization become more productive. Question #1. I’ve seen them, but what does that mean? Right now, if you are in Salesforce “classic,” you would have to click ‘Setup’ and flip a few switches to turn on Lightning. Keep in mind, those switches are going to be set to “On” this coming October. Question #2. How does that impact me? Well, it means that users who have the permissions to use Lightning will be able to switch back and forth between the two user interfaces. Question #3. So that doesn’t mean everyone will automatically be in Lightning and we won’t […]
What Is a Sales Funnel (and How Is It Changing)?
The sales funnel metaphor is somewhat misleading; in real life, the process never goes as smoothly as liquid down a funnel. In the last decade, digital marketing, artificial intelligence (AI), and CRM have drastically changed the process of converting new leads into customers. Given this, it’s increasingly important that business-to-business (B2B) sales and marketing teams are aligned in their views on a sales funnel strategy and lead generation as a whole. This article answers some common questions, including: How is the sales funnel defined? Why is the sales funnel still relevant? How do you align sales and marketing in sales funnel stages? How is the sales funnel changing? How do you manage and optimize the sales funnel? How do you balance human skills with data insights throughout the sales funnel? A simple definition of a traditional sales funnel A sales funnel represents the ideal path companies hope buyers take to […]