Business Development Ops and Sales reps will learn how to correctly add a new lead to Salesforce (if the lead is not already in the system).

In this 2:00 minute video we teach business development ops and/or sales rep how to create leads in Salesforce.

(Video Length 2:00)

Topics Discussed in How to Create Leads in Salesforce

In this quick, use case video we demonstrate how a rep can add new leads into the system (e.g. a referral or inbound call that is new to the database).

What You Will Learn:

1. Where to locate the lead app (if necessary)
2. How to understand what information is required to add a lead
3. How to save lead
4. How to check and edit lead

About The Presenter 

Carol Springer

Founder Gabriel Sales

Carol has been working with the Salesforce platform since 2004 and Salesforce Account Engagement (Pardot) since 2012. She has launched over 100 successful Salesforce and Pardot implementations. Carol and her team hold multiple Salesforce Certifications including:  Salesforce Administrator, Account Engagement Specialist, Sales Cloud, Salesforce Developer and Service Cloud Consultant.

Carol spent her early career at Gabriel Sales as a front line executive and sales professional launching, hiring, managing and then transitioning sales and marketing operations for dozens of B2B companies. She understands how these technologies and systems can be leveraged to produce real sales results for business and P&L owners. Carol started her professional sales career as both an inside sales and enterprise sales rep for several Silicon Valley Start Ups. She founded Gabriel Sales in 2004 and shifted her focus to managing day-to-day sales and marketing operations for B2B companies of all shapes and sizes.

Visit Gabriel Sales’ YouTube Channel – “Sales Tech”

Visit our YouTube Channel for additional basic training for Salesforce and Salesforce Account Engagement users just getting started.   These short training videos will help users just getting started get more out of their systems faster.

In this short video, we will show you how to add a prospect via automation to a campaign, adding the prospect from Account Engagement to a Salesforce campaign for ROI tracking.

(Video Length 7:30)

Topics Discussed in How to Add Prospect via Automation to a Campaign

In this video you will learn how to work between systems to move leads from Account Engagement into Salesforce to run a prospect campaign.

What You Will Learn:

1. Where to find automation rules
2. How to create an automation rule
3. How to create the action
4. How to add to a specific campaign/activity
5. How to preview (check your logic)

About The Presenter

Carol Springer

Founder Gabriel Sales

Carol has been working in the Salesforce platform since 2004 and Salesforce Account Engagement (Pardot) since 2012. She has launched over 100 successful Salesforce and Pardot implementations. Carol and her team hold multiple Salesforce Certifications including:  Salesforce Administrator, Account Engagement Specialist, Sales Cloud, Salesforce Developer and Service Cloud Consultant.

Carol spent her early career at Gabriel Sales as a front line executive and sales professional launching, hiring, managing and then transitioning sales and marketing operations for dozens of B2B companies. She understands how these technologies and systems can be leveraged to produce real sales results for business and P&L owners. Carol started her professional sales career as both an inside sales and enterprise sales rep for several Silicon Valley startups. She founded Gabriel Sales in 2004 and shifted her focus to managing day-to-day sales and marketing operations for B2B companies of all shapes and sizes.

Visit Gabriel Sales’ YouTube Channel – “Sales Tech”

Visit our YouTube Channel for additional basic training for Salesforce and Salesforce Account Engagement users just getting started.  These short training videos will help users just getting started get more out of their systems faster.

Users that are just getting started with Salesforce Account Engagement will learn how to build and send an email with Salesforce Account Engagement (Pardot)

(Video Length 10:20)

Topics Discussed in How to Build and Send an Email with Salesforce Account Engagement (Pardot)

In today’s lesson we are going to explain how to send a list email from start to finish. A list email is a one-time email campaign, sent one time and sent to a specific list (segment) in your target/lead database. List emails would be used for sending offers like white papers, newsletters and announcements.

What You Will Learn:

1- How to find and build lists

2- How to create an email or email template:

• • Selecting email type
  • Accessing and using templates
  • Customizing with the editor
  • Syncing text
  • Using custom HTML

3- How to select greeting, the send address and response address

4- How to set up completion actions (completion actions are next steps if a lead engages with the campaign)

• • Assign a user
  • Set a task in Salesforce
  • Score the lead

5-  How to schedule and deploy the campaign for final send

About The Presenter 

Carol Springer

Founder Gabriel Sales

Carol has been working with the Salesforce platform since 2004 and Salesforce Account Engagement (Pardot) since 2012. She has launched over 100 successful Salesforce and Pardot implementations. Carol and her team hold multiple Salesforce Certifications including:  Salesforce Administrator, Account Engagement Specialist,  Sales Cloud, Salesforce Developer and Service Cloud Consultant.

Carol spent her early career at Gabriel Sales as a front-line executive and sales professional launching, hiring, managing and then transitioning sales and marketing operations for dozens of B2B companies. She understands how these technologies and systems can be leveraged to produce real sales results for business and P&L owners. Carol started her professional sales career as both an inside sales and enterprise sales rep for several Silicon Valley Start Ups. She founded Gabriel Sales in 2004 and shifted her focus to managing day-to-day sales and marketing operations for B2B companies of all shapes and sizes.

Visit Gabriel Sales’ YouTube Channel – “Sales Tech”

Visit our YouTube Channel for additional basic training for Salesforce and Salesforce Account Engagement users just getting started.   These short training videos will help users just getting started get more out of their systems faster.