---
title: Salesforce Automation & Sales Flow Expansion
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2026-02-06-weekly-call-w-120526026.md
tags:
- quora
- salesforce
- account-engagement
- pardot
- abm
- sales-flow
- automation
layer: 2
client_source: Quarra Stone
industry_context: b2b-services
transferable: false
---

# Salesforce Automation & Sales Flow Expansion

## Overview

During the weekly call on 2026-04-05, Karly briefed Mark on a Salesforce sales flow mapping engagement with Quora (contact: Lincoln). The project involves documenting and automating Quora's end-to-end sales process in Salesforce, with a parallel opportunity to expand into an ABM strategy using Account Engagement (Pardot). Lincoln also flagged a potential collaboration with an executive coach working on a similar initiative.

This article captures the Quora-specific discussion from that call. For the broader PaperTube ABM automation and tracking audit work discussed in the same session, see [[wiki/clients/current/papertube/2026-04-05-abm-automation-salesforce-api]] and [[wiki/knowledge/automated-tracking-audits]].

---

## Key Developments

### Sales Flow Proposal

- Karly drafted a **40-page proposal** mapping Quora's complete sales flow through Salesforce.
- Rather than asking Lincoln to read the full document, Karly structured the engagement to work through it section by section during recurring meetings.
- The **first section was reviewed and approved** by Lincoln in the 2026-04-05 call.
- The proposal covers the full funnel: from lead entry through sales handoff, with automation opportunities identified throughout.

### ABM Strategy Opportunity

- Lincoln noted that Quora is **not fully utilizing Account Engagement (Pardot)** and expressed interest in doing more.
- Karly has an ABM strategy prepared for Quora that had not yet been presented (Lincoln missed the prior marketing meeting).
- The ABM strategy is slated to be covered in the upcoming Monday marketing call.

### Executive Coach Collaboration

- Lincoln is working with an **external executive coach** on an initiative that overlaps with what Asymmetric is building for Quora in Salesforce.
- Lincoln wants to discuss potential collaboration or coordination with Mark at their upcoming lunch meeting.
- This represents an expansion opportunity — either bringing the coach's work into Asymmetric's scope, or aligning approaches to avoid duplication.

---

## Strategic Context

Karly noted that Quora currently pays a meaningful retainer but Asymmetric's visible output has felt limited. The combination of:

1. The Salesforce sales flow automation project
2. An activated ABM strategy in Account Engagement

...is expected to significantly increase perceived and actual value delivered to the account.

---

## Action Items

- [ ] Karly to present ABM strategy to Lincoln on Monday marketing call
- [ ] Mark to discuss executive coach collaboration with Lincoln at upcoming lunch

---

## Related

- [[wiki/clients/current/papertube/2026-04-05-abm-automation-salesforce-api]] — parallel ABM automation work for PaperTube using Salesforce API, discussed in the same call
- [[wiki/knowledge/automated-tracking-audits]] — monthly tracking audit system demoed in this call