How to Log Calls in Salesforce – Sales Tech Tutorial

How to Log Calls in Salesforce – Sales Tech Tutorial

by | May 11, 2024

In this 2-minute video we teach a business development and/or sales reps how to log calls in Salesforce and best practices for capturing data to ensure recall, accurate tracking and reporting.  

(Video Length 2:00)

Topics Discussed in How to Log Calls in Salesforce

In this quick use case video we help reps find where to find their activity and how log calls in Salesforce to ensure reps are recording information accurately. When information is captured correctly, they can find that information in the future to help move deals forward. It also ensures their activity so reps and managers can run accurate “Activity Tracking” reports.

 

What You Will Learn:

  1. Where to locate your leads
  2. Where to log activity
  3. Best practices for recall and reporting activity
  4. Where to add notes
  5. How to ensure information was saved
  6. How to edit after saved

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, Pardot (Account Engagment) 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 so 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.

CONTACT US
LEARN MORE ABOUT OUR TRAINING
Salesforce and Salesforce Account Engagement Pardot Training YouTube Channel

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.

Visit "Sales Tech by Gabriel Sales" our FREE YouTube Tutorial Channel
How to Create Leads in Salesforce – Sales Tech Tutorial

How to Create Leads in Salesforce – Sales Tech Tutorial

by | May 11, 2024

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.

CONTACT US
LEARN MORE ABOUT OUR TRAINING
Salesforce and Salesforce Account Engagement Pardot Training YouTube Channel

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.

Visit "Sales Tech by Gabriel Sales" our FREE YouTube Tutorial Channel
How to Add Prospect to Automation Campaign – Sales Tech Tutorial

How to Add Prospect to Automation Campaign – Sales Tech Tutorial

by | May 11, 2024

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.

CONTACT US
LEARN MORE ABOUT OUR TRAINING
MORE SALES TECH TUTORIAL VIDEOS
Salesforce and Salesforce Account Engagement Pardot Training YouTube Channel

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.

Visit "Sales Tech by Gabriel Sales" our FREE YouTube Tutorial Channel
How to Build and Send an Email with Salesforce Account Engagement (Pardot) – Sales Tech Tutorial

How to Build and Send an Email with Salesforce Account Engagement (Pardot) – Sales Tech Tutorial

by | Mar 11, 2024

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.

CONTACT US
LEARN MORE ABOUT OUR TRAINING
MORE SALES TECH TUTORIAL VIDEOS
Salesforce and Salesforce Account Engagement Pardot Training YouTube Channel

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.

Visit "Sales Tech by Gabriel Sales" our FREE YouTube Tutorial Channel
Case Study: Post-Merger, a Healthcare Software Company Needed One Sales and Marketing Engine From Two Different Systems. Gabriel Sales Built It in 150 Days, Trained & Handed Off

Case Study: Post-Merger, a Healthcare Software Company Needed One Sales and Marketing Engine From Two Different Systems. Gabriel Sales Built It in 150 Days, Trained & Handed Off

by | Nov 8, 2023

Client Type: SMB Healthcare Software Company

Solution: Quick Start Account Engagment + Salesforce Implementation + Training and Transition

Gabriel Sales Merges 2 CRMs, Launches Multiple Awareness and Lead Nurturing Campaigns and then Transitions in 150 Days

Results at a Glance: built in 150 days; 30 sales reps/account managers/trainers onboarded; 70% opt-in database market representation; 90-day rollout; transitioned to 8 hours/month support.

Situation

Post merger, this mid-market software company needed to integrate and align the new company’s lead lists, sales funnel and marketing programs into one inclusive system and process. A decision was made to move from HubSpot and Mailchimp to Salesforce and Account Engagement (Pardot) to support the more complex sales environment the new company would need to address.

The new entity had strategic marketing experts, great content marketers, inbound marketers and a seasoned Salesforce Administrator with no expertise in Account Engagement. The company had a wide-range of content ready to be leveraged in both demand generation and lead nurturing campaigns and an opt in database that represented close to 70% of the market.

Challenge

The marketing team was skilled in brand, creative, strategy and inbound marketing. The CRO and Salesforce Administrator were tasked with taking two different sales processes and multiple inbound and outbound marketing processes into one consistent sales and marketing operations process.

Company had developed their new go-to-market strategy and defined their new sales process. They needed help launching their new technology stack and then wanted their new combined sales and marketing operations team to take over the day-to-day management of the system.

Solution

The company hired Gabriel Sales to implement Account Engagement (Pardot)- deploy features, train on best practices, streamline Salesforce connections and integrate several additional third party technologies. Company then wanted Gabriel Sales to initiate several initial Marketing Automation Campaigns and Content Management Tools before training and transitioning the entire tech stack to their existing team for ongoing day-to- day management and execution.

Month 1

The engagement started by meeting with the Company’s CRO, Salesforce Administrator and Marketing Director to understand:

  • Who is using the system?
  • How are they using the system?
  • Success Criteria for Sales
  • Success Criteria for Marketing
  • Sales Process
  • Campaign Strategy
  • What They Wanted to Measure/Track
  • Reporting and Insight Needs

Gabriel Sales crafted a final plan for a basic implementation and a systematic 90 day roll out of campaigns with final timelines and critical dependencies.

Gabriel Sales then quickly launched into the technical setup of Account Engagement (Pardot) including all Salesforce.com integrations and third party integrations.

Month 2 and 3

Gabriel Sales worked with the Company’s marketing team to launch the systems with:

  • Initial campaigns
  • Initial database segmentations
  • Continued quality checks and testing 
  • Continued best practice workflows
  • Conversion reports and insight dashboards

Gabriel Sales worked with the CRO to refine automated:

  • Lead scoring
  • Prioritized lead lists
  • Weekly engagement reports

Simultaneously, the Salesforce Administrator and Marketing team started their basic training in Account Engagement (Pardot) using Gabriel Sales online subscription training course on Salesforce Account Engagement (Pardot): Build Your Basic Skills on Udemy.

 

Month 4 and 5

Worked with Salesforce Administrator, Marketing Team and Sales Team to ensure they understood how to leverage and maximize the effectiveness on the new sales and marketing technology. Training and transition included:

 

  • Email Templates and List Emails
  • Engagement Studio – Marketing workflows and best practices
  • Dynamic Lists
  • Triggered Automations
  • Custom Redirects
  • Page Actions
  • Segmentation Rules
  • Automation Rules
  • Lead Scoring and Grading
  • Forms and Form Handlers
  • Landing Pages and Templates
  • Lead Views
  • Prioritizing Leads
  • Campaign Tracking and Reporting

Results

Within 3 Months

The Company’s Account Engagement was fully implemented, launched with best practices and multiple initial marketing campaigns were up and running and producing scored leads prioritized in their CRM.

Within 5 Months

Gabriel Sales’ Certified Salesforce Administrator and Certified Account Engagement Specialists were able to train the company’s marketing team and Salesforce Administrator with all they needed to know to take over the systems and campaigns on a day-to-day basis.

Ongoing

Company contracted Gabriel Sales for an ongoing 8 hour/month of additional best practice training and support for an additional 6 months.

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About the Company

A Mid-Market Healthcare Management Software and Consulting Services Company acquired a Compliance Software provider allowing it to service a broader range of customers.

Company had substantial sales and marketing talent and the CRO needed to quickly fold two different marketing and sales organization into one technology stack to support a team of 30 sales reps, account managers, and trainers across the United States.

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Written by:  Carol Springer – Co-Founder Gabriel Sales, Head of Salesforce, Account Engagement (Pardot) & Marketing Cloud Next Consulting