How does the Plan work

The power and value of ARPEDIO happens when you hit "Save" after finishing the last question in an element. A plan with actions is created, and this is the power and value of ARPEDIO right in your palm!

Based on your answers, ARPEDIO will display a number of focus areas that contain a series of associated actions that reflect best practices and winning techniques to move an object forward to a successful close.

The rules, which trigger an action, can be fully customized by your Salesforce admin.

However, this is the default rule:

  • Questions answered “Not started” result in relevant actions for closing information gaps and building support.

To add an action to your tasks in Salesforce, simply click “Create task” next to the action you want to add.

Below is an example of an Action Plan.

Want to know more about Focus areas? Click here.  

Or do you want to fully understand the rules behind the suggested actions? Click here.

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