Emilia Thunell

Automate data entry - pass multi-select picklist field values from one Object to another Object in Salesforce

Data entry is something we’re all familiar with - it’s time consuming, and requires a lot of effort to maintain. By automating data entry businesses can ensure they have accurate and relevant data to base decisions on, and save time for their employees. In this article we will describe the benefits of automating data entry in Salesforce on one Object (Contacts), using values from another related Object (Opportunities); more specifically for multi-select picklist fields storing information about service interests.

Automate lead routing to win more deals: lead-to-account matching

The key driver of B2B conversion is speed – in particular, lead response time. Conversion rates are 8x higher within a response time of 5 minutes vs 6+ minutes. Less than 1% of response attempts occur within 5 minutes, whereas 57% of attempts wait longer than a week. Within that time, potential buyers have had the time to move onto day-to-day responsibilities, or worse, your competitor's website. In Salesforce, leads can be routed to queues or specific users based on various criteria to promote efficiency and increase conversion rates.

Bulletproof your ROMI Reporting

Campaign Influence reporting in Salesforce enables users to prove Return on Marketing Investment. This is a great way for Salesforce marketers to measure ROI when it comes to analyzing which marketing touchpoints within a campaign have contributed to new deals and Sales-won Opportunities. When looking at out-of-the-box Opportunity Reports available to end-users in your Marketing Automation tool such as Marketo, Pardot or Hubspot, one of the most common issues is that the reports are either empty or show inaccurate information because Contacts are not connected to Opportunities. Here's how to build a solution.