Join Rudolph Rosenberg for an in-depth discussion in this video Next steps, part of Excel: Analyzing Your Sales Pipeline.
- [Instructor] In this course, we went over the basics…of the sales cycle and what measures we can use…to analyze our performance there.…We learned how to find our data in Salesforce,…extract it, and leverage it in Microsoft Excel.…We learned to create reports to check the quality…of our data and identify inconsistencies,…as well as reports to analyze the performance itself.…And finally, we learned how to run successful…pipeline reviews and collaborate on improving…the quality of our data, along with the performance…of our business.…
I think the best next step if you haven't done so already…is to put in practice what you learned in this course,…and maybe we come up with similar reports…that answer specific questions about your business,…maybe adding reports on a product level to analyze…the performance from that angle.…If you enjoyed this course, have a question…or just want to connect, feel free to get in touch…on LinkedIn.…
- 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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