As a product manager, there are a few things you can do to get feedback from marketing and sales in Salesforce in order to get feedback as to why your leads might not be the right fit and reasons why opportunities don’t close. Daniel will walk you through the fields you can add to your instance so you can gather feedback in order to make data-driven decisions to improve your product. In this video, we will cover how a Salesforce Administrator can leverage fields on the lead object and opportunity object to gather the right data to understand disqualified leads and lost opportunities.
For continued learning on this topic, feel free to read the article, on Disqualiftying leads in Salesforce, with recommended configuration and disqualification reasons.
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Regional Sales Manager
Over the last 7 years, Daniel has touched most roles in terms of Salesforce Implementations including being a customer, project manager, architect, app-builder, and solution designer. He's not only passionate about the technical side of Salesforce but also about educating clients on the best way to have a successful engagement with a partner.