First off, what’s a “round robin”? In Salesforce CRM terms it refers to a method of evenly assigning leads to users within a team in a series or sequence.
If you're running an Account Based Selling process in Salesforce you may well have a defined set of Buyer Personas under each Target Account, one of the key metrics that Sales Operations should be monitoring to measure account based success is Account Penetration / Activities at Account.
So you’ve set up Lightning Sync for Salesforce and now have all of your calendar events automatically syncing to Salesforce - Woohoo! 🥳
At least, that’s what I thought until our CEO wanted to build a forecast report based on specific event types throughout a fairly technical sales process.
The availability of product information and influx of competitors to the market has shifted how businesses now compete. Businesses who are able to provide the best sales experiences are coming off on top, so your sales stack is now just as important in keeping your selling skills sharp!