From the course: Salesforce: Sales Automation for Salespeople

Sales tasks that can be automated in Salesforce - Salesforce Tutorial

From the course: Salesforce: Sales Automation for Salespeople

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Sales tasks that can be automated in Salesforce

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- Excited to get started with automation. Let's talk about what types of things you can customize and automate in Salesforce. Salesforce automation for salespeople falls into a few different categories. The first category is syncing things like contacts, emails, and calendars. This is really important because one of the most common tasks for salespeople is entering data that has often already been recorded somewhere else. The second area is sales cadences. Sales cadences are a sequence of activities that can help a salesperson be more efficient in their day. For example, a three week sales cadence can tell a salesperson when to email, follow up, and call a potential customer. The third area is analytics and reporting, and this is where Salesforce really shines with Einstein analytics. Einstein can do things like score your leads and tell you who to call first based on who is most likely to purchase. Ready to get started? Let's dive into the details of automation.

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