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Customer Experience and Design

3 Key #DF15 Takeaways: The Ultimate Sales Weapon

dreamforce_day_1_twitterWith the new the lightning experience Sales Console, Sales users will now have the convenience and flexibility that the service console has for service. After attending today’s Dreamforce session, I think the three best takeaways are:

  • Navigation with tabs in the Sales Console
  • Sending rich, tracked emails with Pardot Engage
  • Easy import of new contact records with Prospector

Tab Navigation

With the new dashboard-like Sales Console, the page is organized and becomes effortless for a Sales user to navigate between Account, Contact or Opportunity records using the tabs feature.  A sales rep can easily manage their inbound leads and tasks on one screen providing easy access to key account details and sales intelligence, helping them qualify and move more deals to the next stage.

Pardot Engage

With Engage, sales reps can send one-to-one marketing approved HTML emails from within Salesforce. These emails will be sent from the Pardot mail servers and Pardot tracks the email send, open, link clicks, and possible bounces. These emails can easily be sent straight from a contact view in the Sales Console. Prospector

Adding Prospector allows sales users to find decision makers faster with access to accurate and complete B2B contacts and company profiles in Prospector.  This can be done right from the account record in the sales console. New contacts can be found and instantly added to the account in Salesforce.

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Scott Roose, Solution Architect

I have been working in the Salesforce ecosystem for 10 years with a focus on business process improvement and systems integration. I find it really gratifying to help clients integrate their systems and tools with their processes inside Salesforce. I cut my teeth on home grown CRMs in the High Tech, Financial Services and SaaS industries.

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