← Operations

Salesforce Setup

Set up Salesforce for B2B SaaS GTM — object model, opportunity pipelines.

/salesforce-setupLeadMagic/gtm-skills

More in Operations

  • Rb2b Outbound TriggersConvert RB2B person-level website visitor identification into outbound sequences.
  • Re EngagementDesigns win-back campaigns for dormant leads and customers.
  • Reply HandlingSorts cold email replies into categories and drafts the right response.
  • Run SimulationsGuides setup, execution, and review of batch trading-engine simulations.
  • Salesloft CadencesBuilds and improves Salesloft cadences across channels.
  • Sending PlatformsCompares and configures cold email sending platforms like Smartlead and Instantly.
  • Sequencing ToolkitComplete outreach sequencing toolkit — Smartlead, Instantly, Salesloft, Outreach,.
  • Signal ScoringScore and prioritize prospects using buying signals — hiring, funding, tech stack.