I'm trying to find a workflow or app to use as a primary interface for my work. Maybe everyone's position is unique, but mine certainly feels that way. I have account managers actively using Salesforce to develop and track leads, and I'm only brought into the picture once my reps have a qualified lead for our software product. At that point, though, I all but take over the lead and work to convert with both an executed contract and a fully scoped software implementation project plan to hand-off to the implementation team. I'd like to utilize or create a workflow to move these leads through which doesn't follow a standard timeline and allows me to classify things during the process by how likely they are to execute. I'd then ideally use this information to create reports and analytics to distribute to both leadership and implementation, so that they had greater visibility of the likelihood of the upcoming project load. If this is something that Salesforce can do using an app or standard, without interupting the current workflow that my account managers use, I'd love to hear suggestions.
1 risposta
This blog from salesforce will be helpful: https://www.salesforce.com/blog/2014/09/reimagine-your-customer-acquisition-process-gp.html
