So this time, we'll be introducing a way to automatically notify customers in a timely manner via Slack when they download documents , based on an initiative our company has actually norway phone number library undertaken to increase business opportunities .
Please note that this method assumes that you are using Salesforce, Account Engagement (formerly Pardot), and Slack.
>> Learn more about how to use Salesforce to get business deals in a short time! <<
table of contents
Overview of the initiative
Background of the initiative
How to automatically notify hot leads in Slack
1. Create a "Document Download Date and Time" field in both Account Engagement and Salesforce
2. Configure your form's completion actions
3. Connect Salesforce and Slack
4. Create a flow in Salesforce
summary
Overview of the initiative
Ollie's has now introduced Salesforce and Account Engagement (formerly Pardot) to manage information on leads acquired through marketing initiatives such as seminars, exhibitions, and owned media, in order to streamline marketing and sales activities and strengthen information sharing between departments. For inquiries with a high level of urgency, sales representatives contact customers directly, but for leads that include potential customers, such as those requesting service information or downloading white papers, a system has been created in which an automatic notification is sent on Slack when a lead is generated . This allows inside sales to approach customers in a timely manner.
