Use Cases
Make sure you're getting the most ROI of your Salesforce investment!
Salesforce is only as good as the processes implemented into it. Below are some common configurations you can build in Ressl using Salesforce:
Smart Lead Intake & Routing
Turn every inbound lead into a clean, owned, follow-up action
Lead Qualification → Conversion Rails
Make sure only real leads become accounts and opportunities
Opportunity Pipeline Guardrails
Keep deals moving and surface risk early
Deal Qualification & Forecast Confidence
Know which deals are real and which are wishful thinking
Account Intelligence & Ownership
One clean source of truth for accounts and relationships
Activity, Cadence, Follow-Up Automation
Make sure nothing falls through the cracks
Quote-to-Cash Guardrails
Speed up deals without breaking pricing rules
Customer Onboarding & Support
From closed-won to live customer, without chaos
Expansion & Renewal Signals
