Salesforce Workflow

How many times after successful sales calls have notes not been recorded, or new contacts not created, or follow-up reminders not assigned because data entry was too tedious? Informatica Cloud Extend makes life easier for sales people by making data entry processes easier through a Salesforce Workflow. It automates the Salesforce meeting follow-up process and ensures that tasks, notes, contacts, and opportunities are automatically created. Consider the following examples.

Meeting preparation

Failure to adequately prepare for a meeting is a sure-fire way to ruin relationships and jeopardize future sales. Informatica Cloud Extend can vastly improve your meeting preparation process by automating contact invitations, highlighting outstanding customer issues, and recommending appropriate marketing materials. Using a Salesforce Workflow can better prepare you for a sales meeting, ensuring the most efficient use of your time.

Telesales prospecting

The telesales prospecting process is often inefficient because it relies on hard copies of call scripts, outdated training manuals, and handwritten notes. Informatica Cloud Extend automates and simplifies the telesales process by creating a Salesforce Workflow with process wizards that interactively guide reps through their calls. The Salesforce process wizards automate routine tasks, such as sending “thank you” emails and updating lead statuses, while simultaneously guiding reps through a series of pre-defined question and answer prompts, helping to streamline the Salesforce Workflow. The wizard greatly reduces training time and costs, ensures Salesforce process and Salesforce Workflow consistency, and maximizes efficiency to increase the number of calls that can be made.

Opportunity qualification and progression

How often have sales managers reviewed the opportunity pipeline only to discover that it's inaccurate because leads were converted too soon or it didn’t contain all of the relevant information? Informatica Cloud Extend improves the Salesforce process with intuitive Salesforce Workflow for lead conversion and opportunity qualification by guiding sales reps through the most effective path. As a result, pipeline reports are accurate since all data is correctly captured, and leads meet the criteria for conversion.

By streamlining Salesforce processes with Salesforce Workflows, users spend more time selling and less time on time consuming administrative tasks. Informatica Cloud Extend wizards quickly replicate successful sales patterns, streamline repetitive actions, and eliminate redundant tasks for every member of the sales team.


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