In this video, discuss the different ways to run pipeline reviews and some of the best practices to ensure you get the highest quality of data to feed into management reports.
- [Man] Depending on the size of your company,…you could be running pipeline reviews…as part of your business reviews.…Or you could have an entirely different meeting…that really focuses only on the pipeline.…In any case, there are best practices…when it comes to running pipeline reviews,…and that's what we'll be discussing here.…Let's start with your level of involvement…in the pipeline reviews.…In many companies, pipeline reviews happen…between the sales manager and his sales rep.…The rest of the stakeholders,…such as finance and higher management,…get involved only for the higher level discussions…about trends, meeting goals, and resource needs.…
The problem with this approach…is that the people who run the pipeline reviews…are not the ones who ultimately…need the information from Salesforce.…Sure, sales reps could better organize their work…using Salesforce, but in many companies, they don't.…And sure, sales managers could drive their business…using the information updated by their team from Salesforce,…but they rarely do.…
- 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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