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HOW TO: LEAD GENERATION
Qualifying Leads in Salesforce
Trailhead: Sales Cloud Einstein: Target the Best Leads
Learn how Salesforce’s artificial intelligence can analyze your history of lead conversions to help you target the best leads going forward.
Trailhead: Opportunity Management: Qualify and Route Leads to Your Reps
Understand the importance of prioritizing and qualifying leads quickly and effectively. Separate low-potential leads from high-priority, sales qualified leads.
Trailhead: Salesforce User Tour: Work with Leads and Opportunities
Go hands-on with the leads and opportunities workspaces, Salesforce’s easy-to-use interfaces for turning leads into conversions.
Trailhead: Pardot Lead Scoring and Grading
See how to use scoring and grading in Pardot, Salesforce’s marketing automation tool, to identify the best leads for your sales team.
Official Documentation: Lead Qualification with Pardot
Get an overview of qualifying your leads with Pardot’s scoring and grading tools.
Official Documentation: Lead Qualification Tips
One of the biggest benefits of marketing automation is the ability to qualify leads. Getting a lead qualification system in place, however, can be a little confusing. Here are some tips to help get you started.
Trailblazer Community: Lead Qualification with Pardot
Get an overview of how Pardot’s scoring and grading tools work together to help you determine when a lead is a sales qualified lead.
Trailblazer Community: Using Lead Process in Salesforce
Step-by-step guide for setting up Lead Process to help your sales agents qualify leads. Understand the ins and outs of Salesforce lead qualification.
More Awesome Resources
Salesforce Developers Forum: The Five Stages of Leads
Learn how the five stages of leads are defined in Salesforce CRM.
Salesforce Blog: The Perfect Sales Qualified Lead
Get to know the top traits of the perfect sales qualified lead so your marketing and sales teams can work together to grow the business. Perfect your own sales lead qualification process.
Video: Salesforce Pardot: Lead Generation B2B Marketing Automation Demo
Quick video overview of Pardot, Salesforce’s B2B marketing automation system. Get everything you need to drive demand and fill your pipeline with high-quality leads.