In this video, review how the pipeline information gets into Salesforce in the first place. You also learn what processes, actions, and people contribute to creating the pipeline.
- [Narrator] In this video, we'll discuss how…the information gets into Salesforce.…In a typical company, there are from one to thousands…of salespeople, each of which is working on…identifying and developing opportunities,…with the objective to win sales,…and this is where Salesforce comes into play.…Salesforce is the tool that all of them use to record,…in a single place, their opportunities.…In a typical setting, each sales representative…has access to Salesforce and can see there…his or her portfolio of accounts,…all the contacts that have been identified,…and of course the opportunities they are working on.…
Supposedly, each sales rep should be using Salesforce…as his single dashboard to track his progress…on each opportunity and organize her or his work.…Then, once each sales rep fills in his part…in Salesforce, sales managers are able to access…the portfolio of their team, and see…the aggregation of all the opportunities.…That way, the sales manager is able to see…how he is doing against his target, and therefore,…
- How the pipeline materializes in Salesforce
- Examining a high-level overview of the sales cycle
- Examining qualitative and quantitative measures
- Acquiring and preparing your data
- Creating your report in Salesforce
- Working with qualitative and quantitative reports
- Conducting effective pipeline reviews
- Collaborating with the sales team
Skill Level Intermediate
1. The Sales Cycle and Salesforce Pipeline
2. Acquiring and Preparing Your Data
3. Qualitative Reports
4. Quantitative Reports
5. Conducting Effective Pipeline Reviews
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