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.
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.