A Little Bit
Marketing Operations
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How to Setup Lead to Account Matching in Salesforce Using Process Builder and Flow
Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales and marketing alignment. Salesforce Flow and Process builder can be used to automatically match leads to existing accounts based on different criteria. In this post, I’ll show you how to match leads to accounts based on domain a well as company/account name.
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How I Manage Lead Assignment in Salesforce For a Global Sales Development Team
Part of my role as a Marketing Operations Manager is to manage the lead assignment process within Salesforce for our team of 25+ Sales Development Representatives from around the world. A crucial piece to our success is getting the leads to the right person without any delay and ensure a smooth handoff from marketing to sales. In this post, I will walk you through exactly how I manage the lead assignment and lead reassignment process within Salesforce and share some lessons learned along the way.