Marketing automation is about getting the right lead to the right person at the right time. Account Engagement scores and grades provide a great framework for this. Sometimes these values don’t resonate with sales teams or within the organization. There are also times when additional data from other tools needs to be factored into the equation.
In this session, we’ll discuss how automations in Salesforce can be used to set lifecycle stages based on your organizational definitions and terminology and review a flow-based solution.
