In this video, discuss how and when to share information with the sales team to collaborate in making their pipeline as complete as possible, and how to manage it through a simple three-step process.
- [Instructor] In this video, we'll learn about…how to communicate your findings with the sales teams.…As you're working through your qualitative…and quantitative analysis, you will uncover insights…or issues that are valuable to everyone,…even the sales people who own that pipeline.…Here's how to communicate with them about it.…First of all, it's very important to share your findings…with the owners of the opportunities, the sales people.…Taking a step back and looking at the pipeline…will tell you things that they might not be able to see…as they manage their pipeline.…
Providing that perspective is a great way to help them…be at the top of their game.…A side benefit to that is that everyone will feel…that they're really collaborating.…In many instances, pipeline owners and pipeline reviewers…have a confrontational relationship…which is not adding any value.…Instead, the reviewer can be the eyes and ears…for the sales team, enabling them to help improve…the quality of the pipeline, while giving a positive spin…
- 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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