Salesforce Queues & Activity Management
Task queues will improve your Sales Processes & Methodology
In the Spring ‘20 Release, Salesforce released the functionality to assign Tasks to a Queue to improve share work across multiple teams. Assigning Tasks to Queues allows for Sales Reps and Account Managers to service Customers and Prospects with a whole team approach; ensuring those activities associated with Customer Health are completed in a timely manner. Team members can better manage bandwidth issues, paid time off, and balance work/home life.
Queues on Tasks can be leveraged in several use cases for the broader Sales Department, providing efficiencies when Sales Reps need support from specialists such as Sales Operations, Overlays, Sales Engineers, and others.
Sales Operations: Tasks for Sales Operations teams created using Salesforce Automation to ensure quick Opportunity Reviews.
Sales Overlays: Adding an expert to your opportunity will add credibility to the sales cycle. Creating Queues for these activities drives deliverability without delay.
Sales Engineers: Creating Queues by region, specialty, or segment will prevent scheduling conflicts in the future.
Squivr Playbook enables Sales and Customer Success teams to build revenue-generating and protecting templates for any of the use cases above. Squivr Playbook efficiently manages sales methodologies and renewal templates for the team approach because Squivr uses out-of-the-box Salesforce Activities.
