On Demand
Redefining Lead Assignment in Salesforce to Unlock Growth
Replay Available On Demand
Hosted by
RevGenius
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Virtual event
Airmeet
Link available for attendees
Are you a Salesforce power user, or do you lead a team looking to streamline your sales process? It’s time to redefine lead assignment! We’ll explore strategies to quickly connect leads with the right sales reps, helping you close more deals and boost revenue. Plus, you’ll learn how to create a 360-degree customer view for even better results.
Key Takeaways:
- Learn how to set up rules in Salesforce to match leads with the best-fit sales rep, boosting your chances of closing deals.
- Discover how optimizing your lead assignment process can speed up follow-ups, making your sales team more efficient.
- Find out how using the right data can enhance your lead assignment approach, leading to consistently better sales outcomes.
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Speakers
Ed Ralph
Ed is a former CIO, CMO, COO and most recently a Salesforce ISV Partner. He spent 20 years leading marketing, sales and technology functions and led CRM, marketing automation and ERP implementations. Now Ed is working with Plauti, a leader in data management on the Salesforce platform with a particular interest in lead routing and assignment to optimise revenue operations.
Nicolas Miedema
With many years of experience as an account executive, I excel at solving data challenges across multiple industries. I drive success by deeply understanding client needs and providing tailored, data-driven solutions that enhance operational efficiency and decision-making. My expertise spans data management, strategic planning, and building strong client relationships to deliver impactful results.