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Publisher ‏ : ‎ Moore-Lake (February 17, 2017)
Language ‏ : ‎ English
Paperback ‏ : ‎ 194 pages
ISBN-10 ‏ : ‎ 0692844058
ISBN-13 ‏ : ‎ 978-0692844052
Item Weight ‏ : ‎ 10.9 ounces
Dimensions ‏ : ‎ 6 x 0.44 x 9 inches

Lightning Sales Ops: Building Salesforce for Sales Development Teams

In today’s fast-paced sales environment, having a well-oiled sales operations team is crucial for success. Sales development teams, in particular, play a critical role in driving revenue and growth for companies. One key tool that can help streamline and optimize sales development processes is Salesforce.

Salesforce is a powerful customer relationship management (CRM) platform that offers a wide range of features to support sales operations. However, setting up Salesforce for sales development teams requires careful planning and customization to ensure it meets the specific needs of your team.

Here are some key steps to consider when building Salesforce for sales development teams:

1. Define your sales development process: Before implementing Salesforce, it’s important to clearly define your sales development process. This includes mapping out lead generation, qualification, and follow-up steps that your team follows. Understanding your process will help you customize Salesforce to support and automate these steps.

2. Customize Salesforce for sales development: Salesforce offers a range of customization options, including custom objects, fields, and workflows. Customize Salesforce to match your sales development process, including setting up lead queues, defining lead qualification criteria, and creating automation rules for lead follow-up.

3. Integrate with marketing automation tools: Sales development teams often work closely with marketing teams to generate and qualify leads. Integrate Salesforce with your marketing automation tools, such as Marketo or HubSpot, to ensure seamless lead handoff and tracking between teams.

4. Implement reporting and analytics: Salesforce provides robust reporting and analytics features that can help sales development teams track performance and identify areas for improvement. Set up custom reports and dashboards to monitor key metrics, such as lead conversion rates, sales pipeline velocity, and team productivity.

5. Train and support your sales development team: Finally, ensure that your sales development team is properly trained on how to use Salesforce effectively. Provide ongoing support and resources to help them leverage the full capabilities of the platform for maximum impact on sales development efforts.

By following these steps and building Salesforce specifically for sales development teams, you can create a streamlined and efficient sales operations process that drives revenue and growth for your company. Lightning Sales Ops is all about maximizing the potential of Salesforce to support your sales development team and achieve your sales goals.
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