Salesforce OmniStudio 2024: Creating Custom Lead & Opportunity Tracking in Tech

Alice M.

Hawk-eye editor with a passion for trailblazing Salesforce experiences

Updated: Feb 1st, 2024

If you have been following our articles on OmniStudio, you will know that it is a great tool for sourcing salesforce leads and opportunities. In this article, we take a closer look at how OmniStudio can assist the technology industry in creating custom lead and opportunity tracking. Towards the end of the article, we will also look at Titan Web as a top alternative to OmniStudio when it comes to Salesforce lead and opportunity management.

Salesforce OmniStudio for Custom Lead and Opportunity Qualification

In tech, it’s important to be able to source leads and opportunities, whether it be getting the first big client at your startup or keeping up momentum at your multi-national tech company.

One of the most crucial parts of lead qualification is figuring out who wants to buy your product, which means figuring out who needs it and the pain points you have to address in order to sell it successfully. One great Salesforce OmniStudio feature is that it enables you to create custom criteria with which to qualify your leads. This can literally be anything you like, such as the size of a company, revenue, geographical location, or the industry vertical.

Age could be another factor in lead qualification. If, for instance, your tech product is specifically targeted at Gen Z, then you would rule out companies and clients that comprise the Boomer generation. One of the most useful parts of lead qualification is that you can actually find out exactly which products interest your audience and which don’t.

Qualifying leads is not the whole picture, and OmniStudio is able to manage and provide salesforce lead tracking throughout the duration of the Sales Cycle. This can be particularly helpful when it comes to assessing and nurturing leads who are not quite sure of whether or not they want to purchase your product yet.

OmniStudio: Automated Salesforce Lead Assignment and Lead Routing:

One of OmniStudio’s abilities is that it can automatically route leads and assign them by drawing on a range of criteria, such as matching the most skilled sales representative with the highest value leads, sending more leads to representatives who have a greater capacity to take them on, and ensuring that company representatives in a certain area receive all leads that match their post-code for in-person visits.

In technology, this is particularly important because leads may have pressing questions about how the product works, how it compares to other products, and why this technological product should be a stand-out contributor in its field. In this case, you don’t want to match valuable leads to inexperienced team members who don’t know much about your product. Instead, you would rather ensure that your most experienced and technically savvy technological leads would be able to handle top leads and answer all the right questions exactly when you need it.

You might also have sales teams and sales representatives who specialize in particular software products, so for instance, if someone is very knowledgeable about integration with Apple, then you might want to match them with a lead who is interested in this feature. You can, of course, have routing rules to streamline and automate this entire process.

Sales teams do not always perform, and when they do, you want to know about it and also provide positive feedback and appropriate compensation. With OmniStudio, you can fully monitor the performance of sales representatives in the technology industry throughout the duration of the sales cycle.

Sales Process Automation with OmniStudio in Salesforce Opportunity Management:

The entire sales process in your tech business can be %100 automated using OmniStudio. All you need to do is set up automation to suit your company’s needs, for example, recurrently checking in on leads and opportunities in Salesforce who might be sitting on the fence about your product.

One of OmniStudio’s strengths is that it can streamline and automate practically every manual aspect of sales in the tech industry, from follow-up calls and emails to check-ins with key clients who make or break your business. The big benefit of this is that your sales representatives can focus on what matters most, which is providing the human touch and focusing on providing innovative insights for the customers who want them.

Sales process automation for the tech industry involves you defining any process you want, setting up flows visually, and assigning the tasks and triggers that suit the needs of your business. For developers, building can be done by drag-and-drop, so you can get up and running in no time with custom automation for seamless experiences.

OmniStudio’s Reporting and Analytics for Lead Management Salesforce

Using OmniStudio in Salesforce, you are empowered to set up advanced reporting and analytics to track the success of your technology company and more closely follow the progress of employees, as well as the sales cycle by salesforce lead to opportunity tracking. You can set up the metrics that best suit the targets of your lead and opportunity in salesforce, for example, measuring the lifetime value of promising clients, analyzing the most popular products on the market, and finding out how many leads and opportunities become buyers.

Include performance metrics, whether it be OKRs or KPIs, to see if your sales representatives are hitting their targets, and once you have relevant data, you can create tailored reports. OmniStudio’s user-friendly reports can be made easy to scan so top leadership can make data-driven decisions as accurately and effectively as possible. With data at your fingertips, your tech company will have all the tools it needs to nurture and convert even hard-to-win-over leads.

If you liked learning about Omnistudio’s declarative tool, why not read about Titan Web Apps?

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.