How to Find At-Risk Accounts In Salesforce
Losing a valued customer is a fear of every sales rep and sales manager. The longer the elapsed time since an interaction with them, the more likely a customer is at risk of being lost. Tracking this is a pressing challenge for every organization, day in and day out.
cfMAPP (now called ProsperVue) enables sales reps and sales managers to address this critical issue. ProsperVue, an app for Salesforce, gives the ability to identify and act on at-risk customers. Now with one click using the “Top 10” feature, a sales rep can track accounts anywhere in his or her territory based on the at-risk indicators. This feature can be activated for any picklist or text field.
Once a user clicks on the Top 10 icon, the pins are instantly color coded from highest frequency to lowest, for the top 10 values. The user can select specific values, and perform actions on those records. For example, they can select accounts that have not been contacted in a while – but still “reasonably recent” – and activate an “in the neighborhood” campaign. For accounts that have lapsed, they can export the list to take other actions.
Businesses can now reactivate, renew and prioritize accounts throughout their customer success journey. Turn neglect into opportunities and boost the sales pipeline.
Manage your day by identifying at-risk accounts and prioritizing sales calls, or by up selling to accounts that are identified as ready for renewal.
Monitor your sales teams’ accounts and ensure your sales reps are actively engaging with their accounts, making sure they are leaving no stone unturned.
Enhance account interaction and manage at-risk accounts within Salesforce to improve your sales pipeline and performance.
Get a demo today and see how ProsperVue’s at-risk account feature can help you supercharge your sales.
Note: The cfMAPP app for Salesforce has been updated and is now called ProsperVue.
Digital Marketing Manager at Valgen
Blair is a digital marketing enthusiast with a marketing degree from Suffolk University in Boston, MA.