Skip to main content
Topics#Sales And MarketingDomanda di Mary Arnold
Mary Arnold ha fatto una domanda in #Sales And Marketing
5 lug 2016, 20:09

Adding Qualifying questions for our Salesreps to use.

What would be the best way to have qualifying questions added to Salesforce to make sure that our salesreps are asking the correct questions? I was thinking about adding them to a Sales path but wanted to get input from someone else. Thanks!
2 risposte
  1. Michael White (Savant Systems)
    5 lug 2016, 22:22
    Hi Mary,

     

    Using Sales Path is a good option to provide informal reminders for the Sales team during the process.  As an alternative to Sales Path,  you could consider creating a guided selling process using Visual Flow to walk the sales rep through the questions with the customer.  Each question would have a qualifying response field to capture prospect input which would serve to qualify or disqualify the potential sale.  Use of Visual Flow for this type of an application is probably best done when you have a very clear sales process or qualifying criteria that can be easily modeled using the cloud flow designer. 

     

    The following video shows some of this functionality in action and gives you a general idea of how this functionality would be employed.

     

    https://www.youtube.com/watch?v=RpEDVjLNgUc

     

     
Scrivi una risposta...
0/9000