Blueprint for Success: How Sales Teams Use the Salesforce Integration

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by Chuck Stimson
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Overview

The BetterWorks Salesforce integration captures data from Salesforce and automatically updates your milestone's progress. This blueprint provides examples on  how to use the Salesforce integration, as well as tips and tricks to get the most out of the integration. By no means are these the only use cases for the Salesforce integration in BetterWorks: we recommend testing to see how you can make the Salesforce integration work best for you.

Account Executive Example:

New Customer Bookings:

Account Executives are mainly responsible for closing deals with new customers. Sales cycles are moving faster than ever, and it is important to have this data automatically updated in the BetterWorks application. The following example outlines how to track New Customer Bookings through the BetterWorks Salesforce integration.

In this example, Jon is tasked with selling $50,000 worth of new bookings. We first need to set up the report in Salesforce that will capture this goal data. The report is set up such that all of the opportunities that are closed and belong to John for the quarter are tracked. The report is in the summary format, and the amount field is summarized. 

Setting this up in BetterWorks, we link to the bookings report created for Jon in Salesforce and select the Sum of the Amount field that has been summarized. We've set the target value to the amount Jon has been tasked with selling, and the unit is set to dollars.

This goal data will not update automatically in BetterWorks when Jon closes a new deal. 

Sales Development Example:

Sales Qualified Leads:

Sales Development Reps are responsible for tracking down leads for the organization. Without their help generating qualified leads, the sales pipeline will suffer. The following example outlines how to track Sales Qualified Leads through the BetterWorks Salesforce integration.

In this example, Jason is tasked with providing 25 new Sales Qualified Leads. We first need to set up the report in Salesforce that will capture this goal data. The report is set up to track accepted leads that belong to Jason. The report is in the summary format, and the Record Count field is summarized. This particular example is set on a monthly basis, but the date ranges can be configured as necessary.

 

Setting this up in BetterWorks, we link to the report created for Jason in Salesforce and select the Record Count field that has been summarized. We've set the target value to the amount of leads Jason has been tasked with finding, and the unit is set to SQLs.

 

If you have any additional questions or concerns, please feel free to reach to reach out to support@betterworks.com.

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