Instead of waiting for engagement signals or for contacts to reach out, your reps can be more proactive and effective with the right automation. Arm your reps with relevant intel by setting up notifications of key changes in their Accounts and Opportunities.

For instance, reps can get an alert when a company starts to fit your ideal customer profile, or an Account adds a relevant tool to their tech stack.

Setting up Salesforce workflow rule

Learn how to create custom alerts using Salesforce workflow rules.