![]() So I'm looking for any idea's, suggestions, things to investigate. etc.Īnd I want to be able to build reporting around it to know exactly how many contacts are at which step of this process. I want to map out and guide a rep through the process: Step 1. (Average rep does 500 dials a day with ConnectandSell a staffed dialer solution) Salesforce deploy using ant migration tool - without using build.properties file. Again go into Setup -> Security control -> Remote site setting. Often times what happens is a rep speaks to a contact 1-3 times and then never again due the massive amount of calling they are doing. An OAuth session can be kept open indefinately with an option allowing a web server to allow its users to connect to the same Salesforce account. We know today the average sale takes 6-12 touch points through calls, emails, linkedin and other such methods. What I'm interested in seeing is how others have controlled the process from start to sales opportunity. So as of today, Rep seeks out a company they want to go after, they add a few contacts from ZoomInfo or Manually and start dialing/emailing/etc. Little background, we are a B2B organization that works based off accounts, not contact and because of this, the leads system built into Salesforce natively does not work for us. We are exploring ways to potentially make the sales process for our reps idiot proof.
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