Industry: Health & Wellness
Headquarters: El Segundo, California
Salesforce Sales Cloud
Lead and case assignment rules and queues automatically route potential customers to the correct resources for follow-up.
Forecasting automatically creates schedules by month, and by sales representative using probability levels.
New lead conversion process ensures standard milestones are completed to move only qualified leads forward into the sales opportunity process.
Duplicate management for Salesforce leads, contacts and accounts, optimizes sales and customer data and reduces the need for manual intervention.
Einstein uses AI power to score leads and opportunities, provide insight into open deals, track activities, suggest and flag items for follow-up.
Multiple currencies and dvanced currency management to capture deals in the correct currency for global customers at current conversion rates.
Call technology integration automatically captures inbound and outbound calling to track activity volume.
Qualify leads and process support issues which have been assigned dynamically based on business channels and countries, and received through multiple channels such as inbound calls, email and web entries.
Endeavor to close deals on qualified lead opportunities for both existing and new customers, and work with customers directly to facilitate case closure.
Oversee sales and support activity volume, review outcomes and track ratios to ensure sufficient staffing and address reportable trends.
The finance department and executive leadership use sales pipeline and forecasting to understand potential sales revenue and enhance forecast methods to drive forecast accuracy.