Depending on your Salesforce integration use case, you can utilize Crunchbase data to build automated SFDC workflows that can help you optimize and improve your current processes.
Some examples include:
- Contextual prioritization of your prospects: Whenever a prospect has crossed a
minimum threshold of funding and funding type, have Salesforce automatically create a high-priority task for your Sales Development Representative (SDR) to reach out
- Re-nurturing cold leads: When an old prospect has raised a new round of funding, create a task for your SDR to check-in with a congratulation email.
- Proactive Account Management: Create a task for your team to congratulate your current customers when they raise a new funding round, go public, or make a new acquisition
Now let’s dive in with a step-by-step guide on how to build these out for your team:
- Click on Setup and navigate to Process Builder (Setup > Create > Workflow & Approval > Process Builder)
- Click New in the upper righthand corner and fill in the required information
- Select an option for when the process will start
- Note: for most process, the process should starts when “a record changes”
- Select Lead or Account depending on which entity you’d like to build the workflow for
- Note: what object you select will determine what fields you can use in your workflow
- Select “when a record is created or edited”, then click Save
- Next, define the criteria in which this process will be trigger
- Then define what the action that Salesforce will perform if the criteria is met and the process is triggered
- Example: send email alerts, create a new opportunity, assign an owner, etc.
- Once you are done with configuring your workflow, click Activate to finish.
Below is how a completed workflow would look in Process Builder:
Congratulations! You’ve just built a workflow leveraging Crunchbase’s data, but please don’t forget to always test out these newly built workflows!
Article is closed for comments.