The best prospect management software for shipping

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sales Innovations for Prospect management overview sales Innovations for Prospect management is the all-in-one offering from Salesforce to manage your prospects and workload this revolutionary offering simplifies your sales process provides seamless scalability and fosters collaboration among sales teams to understand what sales Innovations for Prospect management can do let's follow along with Roberto Alvarez the director of sales at Ursa Major Electric Inc riding on the electric vehicle wave Ursa Major electric is on the verge of launching their latest electric scooter R1 Pro Max the sales leadership team meets to brainstorm about how to maximize the new scooters penetration in a competitive market the team has a great idea a buy back and upgrade program through this program Ura major electric buys a customer's old scooter and offers a new R1 Pro Max at a reduced price to that customer the team UST Roberto to execute this program and maximize customer conversions while ensuring optimal utilization of sales resources to help with this challenging assignment Roberto uses sales Innovations for Prospect management from identifying prospects to converting them to customers sales Innovations for for Prospect management includes the full range of features required to support the sales process as the list Creator Roberto must identify and create a list of prospects also known as an actionable list flexibility is one of the Hallmarks of sales Innovations for Prospect management so Roberto can create the actionable list for multiple data sources such as CRM analytics through actionable segmentation or from data Cloud through the list builder for data Cloud segment Roberto opt to create an actionable list by using list builder for data Cloud segment he selects a customer segment that includes Ursa Major's electric scooter owners whose scooters are less than 3 years old Roberto then configures the actionable list by using the actionable list members feature he sets the priority as high and configures agent guidance next Roberto must decide whether to assign the action will list to the record owners to a queue that auto assigns prospects to agents and Bal bces their workloads or to assign the entire actionable list to his trusted sales agent Aaron Donahue Roberto assigns the list to Aaron and to make the assignment process more efficient Roberto also sets the future assignment rule if new prospects are added to the actionable list the future assignment rule automatically assigns them to agents to ensure that Aaron uses the standardized process to interact with prospects who seem likely to enroll in the program Roberto sorts the list based on the propensity score field when Aaron uses the Outreach list feature to prioritize her daily tasks she notices the high priority actionable list that Roberto assigned to her with the prospect sorted from most likely to least likely to enroll in the program with Outreach list she can see the list of prospects in the agent guidance feature called actionable list engagement side by side in a split view this simplified user experience reduces op AAL complexity and gives Aaron more time to focus on interacting with prospects Aaron uses actionable list engagement before during and after each Prospect interaction she uses the feature to learn about the Scooter's features refer to the call script evaluate the prospect's interest in the new scooter collect necessary details record the outcomes of her interaction and send a survey email to the prospect for collecting feedback on the interaction after each interaction Aaron updates the status of the interaction in Outreach list as Aaron interacts with each Prospect Roberto monitors her progress using kpi bar with this data Roberto can derive valuable insights on the prospects and make smarter business decisions as a final step Roberto uses bulk action panel to send a scooter booking link to the prospects who are interested in enrolling in the program as demonstrated by Roberto sales Innovations for Prospect management enables a streamlined process that effectively converts prospects into customers while also improving sales team productivity to learn more check out these resources