Leads in Salesforce: And why you may be doing it wrong.

It’s commonplace for a consultant to be sought for help with Leads, and this always comes well after the implementation. The fact is that defining the Leads object as a place where you put people you want to do business with”, or simply “a place to put your Leads in” is misleading, if not borderline wrong. In this session, we’re going to go over the proper definition for the Leads object in Salesforce, what it’s there for, and discuss how it aligns with Pardot and a Lead Nurturing Process (including Marketing Qualified Leads and Sales Qualified Leads).

We’re also going to help validate if the Leads object is right for you and your organization (you may be surprised with the answer).

Location: Room 550 Date: April 28, 2022 Time: 11:00 am - 11:40 am Erick Mahle