Salesforce OmniStudio 2023: Custom Workflows and Automation for Leads and Sales
Hawk-eye editor with a passion for trailblazing Salesforce experiences
We all know OmniStudio is a game-changer in helping you create workflows and automations to enhance and connect every player in your business process.
But what are concrete use cases? And what industries can OmniStudio benefit from its state-of-the-art tools to enhance digital experience? Leads and Sales are two great examples.
Salesforce OmniStudio: Custom Lead Management
Get automated and efficient lead qualification and routing, as well as automated follow-up emails, which draw on specific lead criteria. OmniStudio makes lead management that much simpler, and below, you can see how.
Capture and Qualify Leads
With OmniStudio, leads can be sourced via web portals, pages, forms, events you have organized, and much more. You can use web-to-lead forms, import tools, and lead capture pages to do so.
But capturing leads for standard objects and custom objects in Salesforce is just the first step in lead management, and quality is even more important than quantity. So OmniStudio also helps you qualify your most crucial leads. You need to know if your lead might actually convert into a customer who matters and who is a good match for your business.
Punch in any criteria you want for lead qualification, such as demographics, for example, where your leads are from or what their profession is. You can also dig deeper and find out what the experiences or preferences of your leads are and, in so doing, work out if they are a good match for your product.
Now you have captured your lead and also figured out whether or not they are a good match for you. Next, you need to make sure that these leads are properly assigned. No more phone calls, emails, or water-cooler conversations are required because you can simply automatically assign leads to your relevant representative. The criteria for how you assign leads you can define based on your organization. So, if you assign leads based on area or zip code, you can do so; alternatively, you can assign the best-scoring lead to your most skilled sales rep. The choice is yours.
Nurture Quality Leads and Track their Progress
As we all know, not all leads are going to be instant buyers, so with OmniStudio, you can connect and reach out to potential customers over time. Set up automated campaigns that target the special interests of potential buyers and wait for them to come to you.
Sales Processes are complicated, and managing the lead lifecycle is essential in retaining your most important leads. Tracking leads automatically via scoring, status, and progress with OmniStudio makes your sales processes that much sharper. Never lose a lead again, as you can closely monitor every single one without the need for manual work.
Lead Conversion for Win-Win Business Deals
The best part about hooking a lead is, of course, converting that lead into a satisfied and long-term customer. With OmniStudio’s suite of tracking tools and metrics, it is that much easier to engage with leads on a personal level, observe their trajectory, and convince them that you are the right brand to meet their needs.
No matter your industry, whether it be tech, finance, hospitality, or marketing, you can benefit from going digital and paperless with OmniStudio, while losing none of the customizations.
Sales Management with OmniStudio to Drive Growth
Of course, lead management and Sales are birds of a feather, and if you discuss one topic for long enough, you will always arrive at the other. Sales without personalization lose their target audience, but what if you can free up your Sales agents from time-consuming administrative tasks and get key data populated for them? Empower your most successful Sales managers to get more time to concentrate on customers or vendors, and they can do so using all the most relevant information.
Acing Account Management
With OmniStudio in Salesforce, this is all possible; simply build flows that fully automate the Sales process, such as setting up specific alerts for employees when opportunities reach maturity or, of course, streamlining email processes that flow visually so that you never need to send one out manually again.
The start of the Sales process is always lead and opportunity management, which we already touched on above. But what about Accounts? How can those best be managed with custom workflows and automation? Target cross-sell and upsell opportunities easily with account tracking tools, full history for each account, powerful monitoring tools, and activity monitoring for a deeper insight into the account lifecycle.
Forecasting the Future
Forecasting and figuring out Sales revenue is central to the success of any business, which you can easily do with OmniStudio to pinpoint trends, map historical data, and make accurate predictions for the future. So whether you are just emerging as a start-up and want to know what’s ahead for your growth or you are a big corporation wanting to stay consistent in a competitive market, OmniStudio can work for you.
Salesforce’s latest product is also super useful in terms of measuring the progress of your sales team, who is outperforming the rest, and which Sales reps might need a nudge in the right direction. This way, you can rectify pain points and also acknowledge the strongest individuals in your team.
OmniStudio Supercharging Sales Processes
Connected to this, live-time dashboards populated with Salesforce data can help you better conceptualize pipelines, performances, blockers, and any glaring problems in your sales process.
It’s time to value your Sales professionals and get them to do what they are really good at, which is connecting with real people using the most reliable information. OmniStudio does the heavy lifting while your sales teams provide the necessary human touch.
Potential Pitfalls of OmniStudio for Leads and Sales?
While OmniStudio is a powerful and cutting-edge tool, it does have some pitfalls, and for one, it is a relatively pricey solution. Building with OmniStudio can also be time-consuming, depending on your web-to-lead requirements. Finally, there are some user interface restrictions, and you do not get maximum flexibility.
If you are looking for a cost-effective, drag and drop, no code alternative to OmniStudio, with fast go to market features, why not try out Titan, which works with all the same integration power, fully native to Salesforce but without any of the lengthy build time? We are also a fully flexible product and give you complete freedom to create custom user interfaces. Why not try a demo today?
We hope that you enjoyed this read. If you want to learn more about OmniStudio, we have written several articles on the topic that you can check out here.
Additionally, 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.
