Getting started
is as easy as 1-2-3
You’ve committed to Salesforce. Now it’s time to get the most out of this technology for your business.
Organize your leads
Not all leads are the same. Some might be promising prospects that need a call back immediately. Others – for example – are researching solutions and have just downloaded a whitepaper on your site. For the latter, an introductory email is more appropriate than a phone call. Helping your sales team categorize this data avalanche is a big deal; it means you can pursue the hottest deals.
Get the right leads to the right reps
Speed isn’t all that matters. The aim of contacting a lead quickly is to create a good impression, but if the rep on the line isn’t qualified to help that individual, the call will go poorly. Avatar can assign leads based on a variety of factors you define, like skills and experience, location, real-time availability, etc. This also helps reps, who risk becoming demotivated if they’re assigned the wrong amount of leads; Avatar helps manage rep workloads.
Keep data clean
Confusion is bad for business. When countless duplicate records are mixed in with legitimate business opportunities, life is that much harder for sales reps. Avatar keeps data clean, which also smooths collaboration between marketing and sales. When marketers can rely on accurate ROI analysis, they can perfect audience targeting. In turn, salespeople better understand what messages win over leads.
About our team
We are an team of Salesforce experts with more than 400 happy clients to date. We’ve solved the same hiccups in the journey from lead generation to rep assignment, many times over. That’s why we created this app. Avatar is a direct response to the requests of Salesforce users.
