#lead mgmt

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Actionable Infolets

#ActionableInfolets in #EngagementCloud allow you to #KnowMore and #DoMore with #LessClicks, this is #AllAboutEfficiency #OracleSalesCloud #OracleCX #CRM #CX

Release 18C brings the introduction of a new type of infolets: Actionable Infolets!  So far, infolets showed BI reports typically displaying one or more KPI’s.  They served as a clickable button to open more detailed reports or dashboards.  These new infolets are very different.  They give insight in what users are working on, or what they had planned to do.  They allow easy access to the most…

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[edwarddewolf]

Task Templates

#WhyNot #IncreaseEfficiency with #SalesCloud by using #TaskTemplates #CRM #OracleSalesCloud

When managing opportunities and leads, creating tasks for yourself or the account teams involved in order to organize the workload is a day to day activity.  Why not organize the typical tasks that need to be performed throughout the sales cycles into task templates and make your job a little easier !

Task Templates

Task templates are groups of tasks that can be added to leads or opportunities…

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[edwarddewolf]

Lead to Opportunity Conversion Process

#HowTo convert leads to opportunities #Explained in #OracleSalesCloud #LeadConversion #CRM #SalesCloud

Leads are all about capturing as early as possible the potential or interest with a prospect, sometimes long before we can talk of a real opportunity.  Some leads can be qualified very quickly but other leads might need months, sometimes years of nurturing before a sales team can actively start pursuing a won deal.  No matter how long it takes for a lead to be ready to be pursued, at some point…

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[edwarddewolf]

Lead Distribution

Optimize your revenue through #OracleSalesCloud #PartnerRelationshipManagement #LeadDistribution #PRM #CRM

Once partners are setup, have created users, optionally have enrolled in partner programs or have agreed to work according to agreed upon business plans, they can start selling through Sales Cloud.  They can log leads and opportunities, create activities and basically work as a direct salesrep would.

That is off course if they are willing to do so.  Why would a partner actually use a sales system…

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[edwarddewolf]

Mass Record Transfer

Sales Cloud in Release 11 saw the addition of a new utility tool called ‘Mass Record Transfer’ which allows for mass change ownership of records.

This is particularly useful when salesreps change jobs, or switch territories.  This utility allows to mass transfer ownership to whomever will be the next owner of the records in one single process.  Although custom objects do not have to have an…

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