Path & Workspaces - Get Reps Working Efficiently in Workspaces

Workspaces for Efficient Sales Reps

• Workspaces help sales reps qualify leads and work deals efficiently, with lead and opportunity workspaces serving as command central.

Anatomy of the Lead Workspace

• The lead workspace is personalized with customized stages created by Maria, using Path, to guide sales reps through the sales process.
• Key fields important for working leads are included in the path, along with best practices for success.
• Sales reps can log calls, create activities, see lead details, and collaborate with colleagues and managers in one place.
• The composer helps reps stay focused on the current lead, making it easy to log calls, create tasks and events, and send emails without navigating away from the lead.
• The workspace provides a log of past activities and shows what's next for the sales rep.

Anatomy of the Opportunity Workspace

• The opportunity workspace is a one-stop shop for sales reps trying to close deals fast, with similar elements to the lead workspace.
• Sales reps follow Ursa Major's sales process using Path, with the ability to expand and see key fields and guidance for each stage.
• The workspace provides all details about a single opportunity in one place, with quick access to related information like contacts, products, and notes.
• The composer is where sales reps log calls, create tasks and events, and send emails, with a log of scheduled activities, logged calls, completed tasks, past events, and sent emails.

Learn how to set up and utilize lead workspaces in Salesforce to efficiently qualify leads and close deals. Explore customized stages and key fields for success.