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Sales Innovations for Prospect Management
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            Identifying and Engaging with Prospects by Using Actionable Lists

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            Identifying and Engaging with Prospects by Using Actionable Lists

            Sales Innovations for prospect management offers powerful features to boost sales performance and improve your revenue. Use the rich data source available with Salesforce to help you create a targeted list of prospects, called actionable lists. Implement outreach programs to engage with those prospects to maximize sales and meet your business goals.

            Required Editions

            Available in: Enterprise, Professional, Starter, and Unlimited Editions

            If you aren’t able to watch the video in full screen, open the video on a new tab: Watch video Sales Innovations for Prospect Management Overview.

            Understanding the Workflow

            Create your actionable lists of targeted prospects from multiple sources and prioritize the lists. Assign the lists to agents for personalized prospect outreach. Enable your agents to effectively engage with the prospects along with guidance for successful engagement. Get insights into the outreach efforts of agents, and make data-driven decisions to boost sales performance. Before you get started, understand the end-to-end workflow and the key steps involved.

            Sales Innovations for prospect management workflow diagram

            Step Action Who How
            1 Create an actionable list from data sources, such as CRM Analytics dataset and Data Cloud segment. Admin and list creators (Sales or Service Executives)

            Actionable Segmentation or List Builder for Data Cloud Segment.

            See Choosing the Right Data Source for Your Actionable Lists.
            2 Configure the actionable list by setting priority, agent guidance, and prospect sort order. Assign the list to an agent or queue. List creators (Sales or Service Executives) Actionable List Members
            3 Engage with prospects, conduct transactions, and update the engagement status. Sales agents or service agents Outreach List and Actionable List Engagement
            4 Monitor the actionable list’s performance. Manage prospects by using bulk actions. List creators (Sales Executives or Service Executives) KPI Bar and Bulk Action Panel

            Choosing the Right Data Source for Actionable Lists

            This table helps you choose the right data source for your Actionable Lists.

              CRM Analytics Datasets (Actionable Segmentation) Data Cloud Segments
            Target List Size Best for smaller actionable lists (up to 10K) Best for medium actionable lists ( up to 50K)
            List Creation and Filtering Users filter and create actionable lists Users instantiate actionable lists from Segments (pre-filtered)
            Collaboration Best for few users working on an actionable list Best for many users working on an actionable list
            List Updates Users decide when to update Segment refresh automatically updates the actionable list
            Data Setup Admins create actionable list definitions and associate datasets Data Cloud users create Segments
             
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