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Lead assignment rules in Salesforce are used to assign leads to specific users or queues based on a set of criteria. It helps to automate the organization’s lead generation and support processes. Lead assignment rules work for every leads -those manually entered, created from web to lead forms and for those imported using data import…
Lead scoring helps to prioritize leads based on a point based system where you can create rules to assign points to find the best leads. This will help the sales team to focus on high quality leads. This article discusses how to use Lead Scoring in Salesforce/Jungo to qualify the best leads. Lead scoring app…
In previous articles, we discussed the basics of CRM analytics, how to build dashboards with CRM analytics and demonstrated a sample dashboard built within the platform. Here, we can see a sample Lead dashboard created to get interactive views of the business data. The dashboard basically contains four widgets representing four different information out…
In Build Dashboard with CRM Analytics – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com) , we learned about how to build a dashboard. In this article, we can see how to build a sample dashboard with CRM Analytics using several widgets to display the key metrics of a business. Most widgets have a wizard that…
CRM Analytics dashboard continuously monitor key metrics of business, analyzing the results by key dimensions, like region, products, amount etc. The charts built within the dashboards are interactive and real time. Information is presented in an easy to read format. CRM analytics dashboards provide many ways to display any type of information like charts, map…
The mortgage industry is known for its complex workflows that involve multiple stakeholders, tedious paperwork, and time-consuming processes. However, with the advent of technology, there are now powerful tools such as Jungo and Encompass 360 available that can help streamline mortgage workflows and improve overall efficiency. The integration of Jungo with Encompass 360 will provide…
CRM Analytics formerly known as Tableau CRM is a platform which connects data from multiple sources and enables creating interactive views of that data. Its intuitive point-and-click visual interface helps everyone in the org getting immediate access to the powerful data insights derived by means of the various assets. Here we discusses the basics of…
Leads are potential customers of a company. In Salesforce, information about leads is stored in Lead records. We can gather leads through various lead sources like Web, Phone enquiry, past happy customers, partner referrals so on and so forth. Leads will become assets to your company once they gets converted into a contact or account…
We can create bucket columns in salesforce reports to categorize data without creating a formula. When we create a bucket column, we should define multiple categories (buckets) used to group report values. Like any other column in a report, we can sort, filter, and group by bucket columns. This article explains how to Categorize Data…
Salesforce offers the feature to create custom buttons and links directly to object and record detail pages in cases where the users frequently need to access other pages in or outside your org. It helps to integrate Salesforce data with external URLs, applications, company’s intranet, or other back-end office systems. In this article, we explain…