CRT-251 Leak Questions

To help marketing improve the lead qualification process, the consultant should develop the Lead score and grade in the marketing automation tool to automatically determine when a lead should become qualified. By setting up a scoring and grading system based on the key attributes and activity history provided by the sales director, the marketing team can automate the qualification process. This approach ensures that leads are evaluated consistently and accurately, allowing the sales team to focus on the most promising prospects.

The Data Import Wizard and the Data Loader are both tools that can import data into Salesforce and assign records to a queue or run an active assignment rule1. The Data Import Wizard can import up to 50,000 records at a time, while the Data Loader can import up to 5 million records at a time2. Both tools can also prevent duplicates by matching records based on external IDs or Salesforce record IDs3.

Implementing sales processes that map to each Opportunity record type and creating Opportunity record types for each product line are the two actions that can meet these requirements. A sales process is a set of stages that represent the steps in your sales cycle for a specific product line or business unit. An Opportunity record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. By creating Opportunity record types for each product line and mapping them to different sales processes, sales reps can follow the product-specific sales cycle once they qualify a prospect.