Using Flow Builder in Salesforce to Manage Calls

Using Flow Builder in Salesforce to Manage Calls

Using Flow Builder in Salesforce to Manage Calls

Green Fern
Green Fern
Green Fern

The Winning by Design Impact Playbook: Using AI Prompt Engineering to Unlock Revenue Growth

[Buying team or business unit] should [recommended action] by [timeline]. This will result in [outcome ], while avoiding [cost of the problem] created by [problem].

The Problem Statement.
  • Include who’s impacted, the cost, how it impacts a company-wide goal, and why the problem’s getting worse. Example formats include:
    Every [frequency],  at least [reach] are affected by [problem], costing us [cost].  If that’s not addressed by [timing] then [it gets worse]. OR:
    Despite trying [ failed solution ], our team still can’t [desired outcome] because [problem], which has cost us [cost of problem].

Recommended Approach.

Outline your solution design, how it’s been tested and proven, plus the factors that must be true for the solution to work. Include a short note on how to successfully resource the shift.

The point is to first gain agreement on the approach, agnostic of vendors, while transitioning by sharing “ [ your company ] was found to meet and exceed all requirements.”

A Payoff That Matters.

Here, outline a vivid picture of the before vs. after state for daily users, while showing the time to impact on executive-level metrics:


Required Investment.

Who needs to invest what, by when? List time and people resources needed, with relevant scenarios.

Published on 3rd March 2025

Get started with Wiser today!

Wiser AI connects to your meetings and your CRM. Our AI agents research prospects and surface insights that help you hit plan.

Copyright © 2025 wiserAI

|

Built with ️ by engineers from Rippling, Waymo, and Google

Get started with Wiser today!

Wiser AI connects to your meetings and your CRM. Our AI agents research prospects and surface insights that help you hit plan.

Copyright © 2025 wiserAI

|

Built with ️ by engineers from Rippling, Waymo, and Google

Get started with Wiser today!

Wiser AI connects to your meetings and your CRM. Our AI agents research prospects and surface insights that help you hit plan.

Copyright © 2025 wiserAI

Built with ️ by engineers from Rippling, Waymo, and Google