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Beyond Lead Assignments: Managing the Salesforce Customer Lifecycle Process
Jul 31, 2018 | Customer Lifecycle

U2 in Kansas City by Mikey Brown One of U2’s more popular songs talks about a search that leads to climbing the highest mountains, running through the fields, and scaling city walls only to come to the realization “But I still haven’t found what I’m looking for.” That’s...Read More

5 Signs Lead Assignment in Salesforce Is a Problem
May 30, 2018 | Blog

Lead assignment rules in Salesforce act like a traffic controller: a lead comes in; Salesforce directs the lead where it needs to go. By default, leads from the web-to-lead form on a company’s website route to the default lead owner as defined on the lead settings page. This process works fine...Read More

There Is a Better Way to Assign Leads in Salesforce
May 2, 2018 | Blog

How quickly do your sales reps respond to new web leads? In 2007, the Lead Response Management Study by Dr. James Oldroyd reported that the recommended time for following up on a lead is five minutes. Nine years later, published Best Practices for Lead Response Management based on Oldroyd’s...Read More

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