Revisiting the Assignment Mullet
I wrote my first post for Gradient Works about managing sales rep assignment throughout the customer lifecycle. Not only is assignment one of the most important concepts in high-velocity revenue organizations, but that post also gave me an excuse to introduce what we've come to call the...
So you want to talk about chatbots
Imagine this: You’ve just discovered this amazing company that has exactly what you need to help you. You immediately head to their website to buy their product, where a tiny chatbot pops up in the corner. No problem. You hit the “X” and carry on with your site browsing.
You should focus more on customer handoffs and account ownership
Today, I want to talk about customer handoffs and account ownership. Account handoffs are a lot more than just moving a customer from sales to customer success.
How to use Scheduled Flows in Salesforce
This post is part of a technical series to help Salesforce Admins automate business processes using Flow. We're very excited to feature our new guest author, Zane McCarthy! Zane's an expert on all things Salesforce and sales operations, so read on.
How to use Salesforce lead assignment rules
When your organization gets to the point that you have a) leads coming in on a regular basis and b) multiple sales reps, you quickly realize you need a way to divide up those leads among your reps. If you're using Salesforce, you may have noticed a built-in feature called Lead Assignment Rules....
How do you integrate PQLs into your sales motion?
Your sales organization likely uses a combination of qualification sources for new leads. You've got MQLs coming from marketing, SQLs coming from your SDR team, and now PQLs (product qualified leads) coming from product usage. So how do you successfully integrate PQLs into your sales motion?
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