Prospecting? Track “Activities” in Salesforce [Video]

Spend your days prospecting? Then you probably understand better than most the importance of effectively managing your timing. Watch this video to find out how LevelEleven’s Business Development Manager, Karley Hall, uses Salesforce to do that…

Or, check out the transcript:

Prospecting? Track “Activities” in Salesforce

My name’s Karley Hall. I’m the Business Development Manager at LevelEleven. 

I use Salesforce throughout the day. My main roll is to focus on prospecting, and so Salesforce is a great tool to keep organized with that.

My “Salesforce Tip of the Week” is to take advantage of the “Activity” column. 

So, with prospecting it’s really important to stay on top of your prospects and just get in front of them as often as you can, but you don’t want to overdo it. I do this by looking at my latest “Activities,” seeing when I followed up with my prospects last.

If I followed up with someone three or four days ago, then it’s about time I should connect with them again. And, if it’s been 8 or 9 times that I’ve tried connecting to these people then I should probably put them in nurture and follow up with them down the road. 

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