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 Salesforce Guides make life easier for salespeople by simplifying data entry processes through a Salesforce Workflow. It automates the Salesforce meeting follow-up process and ensures that tasks, notes, contacts, and opportunities are automatically created. It also puts Salesforce or other external data at the user’s fingertips within the context of the user’s work. With Informatica Salesforce Guides users get real-time interactive access to external data to read and update, eliminating the “swivel chair” activity and allowing your Salesforce users to quickly and accurately consult or update data wherever it is located. No code is required to make this a reality and IT is not required to implement a long and protracted integration project.

How Informatica Salesforce Guides Help Save Time and Effort

Meeting preparation

Failure to adequately prepare for a meeting is a sure-fire way to ruin relationships and jeopardize future sales. Informatica Salesforce Guides 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.

Call centers

The Affordable Care Act (ACA) presented a massive growth opportunity and challenge for every healthcare payer and provider. With millions of potential subscribers at stake, companies that use their call centers to efficiently enroll individuals will immediately see the benefits with increased market share. Many payers and providers use the Salesforce platform to manage their call center but find that training staff to consistently interact with subscriber prospects is a challenge.

Informatica Salesforce Guides augments Salesforce.com for call centers. With Informatica Salesforce Guides call center directors can add call-scripting and automation, dramatically improving the productivity of call center agents for increased subscriber enrollment at decreased costs.

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The telesales prospecting process is often inefficient because it relies on hard copies of call scripts, outdated training manuals, and handwritten notes.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 Salesforce Guides 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 Salesforce Guides 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 Salesforce Guides wizards quickly replicate successful sales patterns, streamline repetitive actions, and eliminate redundant tasks for every member of the sales team.


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