The Challenge and the Mountainise Solution
- Challenge: The company wanted to track the sales process for which various things about the Salesforce Sales Cloud needed to be done.
- Solution: Within Salesforce, we created sales process dashboards for the company. Within the sales process dashboards, we have also been able to manage their cadences. We used Sales Cadence Builder to create custom sales cadences for better guidance of sales reps through handling different types of prospects. In addition to that, we also enabled their Einstein activity capture option so that the company can understand how account-based marketing has impacted their sales.