Improve case accuracy and completion by removing the guesswork involved in completing case fields. Einstein Case Classification recommends, selects, or saves field values on new cases based on historical case data. Agents see predictions in the Service Console in Lightning Experience and Salesforce Classic.
We know that every minute counts. If you have the Try Einstein version of Einstein Case Classification, Einstein now recommends field values just once to the agent, right after the case is created. Enable quick text for your org so that your users can insert predefined messages. Quick text streamlines work for service agents and sales reps.
Where do recommendations appear?
To view Einstein’s recommendations on a case, click Get Einstein Recommendations in the Lightning Service Console.
Depending on your setup, case classification recommendations appear in one of two places in the Lightning Service Console:
Case Details related record component
Einstein Field Recommendations component, whose standard title is Case Classification
How do I view recommendations? Click Einstein Recommendations Available to apply Einstein’s recommendations. Fields with recommendations appear with a green dot, and the text at the top of the component changes to Einstein Recommendations Applied.
Note: Recommendations typically appear right after the case is created, though there can be a slight delay during high-traffic times. You may need to refresh the page to see them.
Make a great first impression with a welcome campaign in Pardot. This comprehensive guide covers everything from strategy to execution. In marketing automation, emails are the best way to target your prospects as per their activities on your marketing asset, you can trigger relevant, personalized emails for each prospect based on their action.
For example, when a prospect signs up for a blog newsletter, the action of signing up triggers a welcome email and after that you can start a journey program with them.
Follow these steps to create a Welcome Journey program for new subscribers.
Step 1, add a competition action on form, choose action add to List, and select a list for the subscriber which you want to add after fill-up the form.
Here you can check the Screenshot of Completion Action
Note, this process will add prospects to the list when they fill-up the form.
Step 2, Now, create an Engagement Program and select that list as a Recipient list in the program.
Note:
Suppression List: This will allow you to add those prospects list which you do not want to include in your journey.
Send email during business hours allows you to send emails on specific times or you can skip that part.
Allow prospects to enter the program more, this option will allow prospects to re-enter into that program if they exist by clicking on the unsubscribe link.
Here you can check the screenshot of the Welcome Journey Program
Note: You can add as many actions, triggers, and rules in your program as per your needs.
If you need help setting up the Campaigns, you can get in touch with us here.
Why do you need a separate page that redirects the web visitor when they click on calls to action or any link? It is also time-consuming to create separate pages for all of your products/services. Still, why you need a landing page?
But the fact is landing pages are designed to frame a content offer in a much more targeted way than a general page, also it is an indispensable part of marketing for lead generation.
The main reason to choose a landing page, it is promotional or product-specific pages that are focused on a single goal. This goal matches the intent of the ad or email visitors clicked on to reach your page.
Here’s why landing pages are important? A few reasons you should consider.
1. Generate More Leads:
Landing pages are critical in helping you to generate leads, the process starts from qualification and then moving them through your sales process and converting into new customers.
Surveys show that by sending them to dedicated landing pages you can capture leads at a higher rate, rather than sending the traffic to your homepage. the Landing page is the simplest, and most useful way to generate more leads for your sales team.
Landing pages specially designed to get visitors exactly what they want with the least amount of friction possible. You need these to turn visitors into leads.
2. Form on Landing Page:
Forms are the major component of almost every landing page. lots of people, asking visitors to provide a long list of information on the form. As the best practice for higher conversion, always make sure to ask for a little information.
Here you can take an example,
If you are not planning to call the prospect then no need to ask the phone number to fill-out.
Are you planning on visiting their website? No, then you don’t need their website address.
Are you planning on qualifying them with revenue, employee numbers, or industry? No, then you don’t need any of those fields on your form.
Data shows that with more than three fields in your form, conversion rates drop dramatically. Keep these fields to a minimum, especially if these are early buyer journey offers.
3. Collect Prospect Demographics:
The main reason to create a landing page is that your visitors provide you the information in order to get access to that specific file or offer. By going through the landing page, visitors must fill out a form, and by having the information of leads you can contact them.
The demographics information gives you the data which helps you to understand your leads and you can target them as per their needs, and activities. By using that information your sales team has more information which helps them in conversations and improves sales.
While using the word demographics, the really meant is landing pages are excellent vehicles for qualifying leads before they even get to sales.
4. Track Activities:
Activities on the landing page are easily tracked, and it can give you the proper view like, how prospects are engaged with your landing page and what files they download.
You can track activities on the landing page like conversion rate of the page, exit or bounces from the page, time spent by the prospect on that page, and a number of leads generated from the landing page.
Also, you can compare your landing page to each other and you can have the result of which landing page performance is better. Since every company, every industry, and every visitor is essentially different–having your own benchmarks is much more important than running a Google search and comparing your performance to general landing page performance.
5. Testimonial Proof:
Client testimonials are the proof of your company’s services, it makes an impact on peoples, so always remember to add the testimonials on your landing page so the people are more likely to convert if they see other people like them.
Include testimonials, videos proof, picture of customers, and their names who have had a great experience with your services. That would make a great impact on the new customer.
If you need help setting up the Landing Page, you can get in touch with us here.
Stop retyping the same message over and over, and save time. Use quick text to insert predefined messages on any standard or custom objects in the following quick actions or places: Knowledge articles, Chats, Log a Call actions, emails, and social posts. Lightning Experience users can also use quick texts on events and tasks. Quick text saves users time and increases standardization.
Enable quick text for your org so that your users can insert predefined messages. Quick text streamlines work for service agents and sales reps.
With the latest salesforce release, you can use prebuilt quick texts. New prebuilt Quick Texts enhance agents’ workflow with instant productivity. Agents can resolve cases, request more information from customers, and follow up via email after closed cases or to troubleshoot with only a few clicks.
How to use pre-built Quick Texts?
You need to share the folder Sample Quick Texts 1, and give read access to the service agents you want to access Quick Texts.
Stay ahead of the competition by tracking their every move. Learn how to track your competitors and maximize your opportunities with this guide. Track competitors in a pending sale by listing the competitors’ names in the opportunity. You can enter the names of new competitors or choose from a list of competitors defined by your administrator. To access this information, go to the Competitor’s related list of the opportunity.
To add, edit, or delete competitors on an opportunity, you must have Edit access to the opportunity.
Competitor Fields
The fields for competitors help you track your competition as you work to close deals.
A competitor has the following fields, listed in alphabetical order.
Competitor Name
Strengths
Weaknesses
Note: Available in: Salesforce Classic (not available in all org )
