Customize & Automate Your Lead Lifecycle in Salesforce

Date

November 12, 2024

Time

11:30 AM – 12:00 PM ET

Skill Level

Intermediate

Learning Track

Marketing Cloud Account Engagement (Pardot)

Overview

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.

About the Author

Mike
Morris
Senior Engagement Manager
Sercante

Mike Morris is a 10x Salesforce-certified consultant who joined Sercante in 2019. He has over 20 years marketing experience from previous roles leading internal marketing departments and collaborating with large sales organizations. His strong interest in marketing operations and technology led him to the Salesforce platform and to his current role at Sercante. When not working, he enjoys staying active by running, biking, and getting outside as much as possible.

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