From the course: Salesforce: Sales Automation for Salespeople
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What are work queues? - Salesforce Tutorial
From the course: Salesforce: Sales Automation for Salespeople
What are work queues?
- [Instructor] A work queue is a prioritized task list inside Salesforce. This is helpful, so a salesperson knows exactly what next step to take with each customer. It's like a daily to-do list for a salesperson. A lot of salespeople do this manually on paper or even an Excel spreadsheet, but in Salesforce you can create your own work queue easily. This is different from a sales cadence in that it is just your to-do list without any information about times to wait or different steps to take based on different products. Salespeople can use email templates and sales dialer to send an email or place a call with a single click, and have it automatically logged in Salesforce, which saves a ton of time. Let's take a look. In this example, we're looking at the high velocity sales tool, which is an upgrade in Salesforce, not everyone has it, but it's a great way to see how Salesforce sets up work queues and sales cadences…