Salesforce makes teamwork a breeze with Opportunity, Account, and Case teams which allow you to define the roles that each team member will serve. From Sales to Support, you can collaborate with a team to help you close more deals and provide better support to your clients. While everyone needs to be involved, not everyone needs to be updated every time something happens. Giving the right people the right updates at the right times is crucial to effective teamwork. It can be a challenge, but it doesn’t have to be complicated. Did you know you can send Workflow Email Alerts to specific members of a team?
If you’re a Salesforce veteran, you may not know about this relatively new feature. It used to be impossible to target email alerts to team members based on their role in the team. To meet your teams’ needs, you may have created crazy dashboards, custom fields, and loads of Workflow Rules. Nowadays, the process is much easier. Create a workflow to trigger an email alert and select which team roles should receive an email. Now team selling and support is a breeze! With this new tool in your arsenal, maybe it’s time to implement Account, Case, and Opportunity Teams in your Salesforce org!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.