Learn how to get visibility into your Salesforce pipeline. Visibility starts by entering the right data into the right data fields within each opportunity.
- [Christine] Anyone who's tracking or managing sales…needs visibility into their sales pipeline.…Salesforce does a great job of presenting this data.…But first, each user must enter that data…into the opportunity.…So let's take a look at a new opportunity.…Going to navigate over to opportunities,…and just select new opportunity right here.…So you'll see there's a few different areas…where I need to enter some data.…And let's say, for example,…this is our finance team who would like to see…an accurate forecast of how the sales team…is doing this quarter, and what they're projecting…in sales for the year.…
And in order for our finance team…to get an accurate picture,…there are a few key areas of the opportunity…that they need to see.…So the first is the amount, where you enter here.…And every sales manager is different.…Sometimes you just have to make an estimate…because you don't know the real number.…So I'm going to put $15,000.…There's a close date, which is when you think…the deal will actually be signed and closed.…
Author
Released
10/31/2017Christine Pereira walks through the entire process from start to finish as she illustrates the sales flow through Salesforce. She shows how to create leads, convert leads into opportunities, track tasks, build simple reports, and create dashboards to visualize the sales pipeline. Follow along and discover how to use this powerful tool to make your job easier.
- Navigating Salesforce
- Customizing your profile
- Creating accounts and contacts
- Using lead and opportunity reports
- Completing tasks and adding follow-ups
- Improving data quality
- Using Salesforce on mobile devices
- Customizing reports
- Building dashboards
Skill Level Beginner
Duration
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Introduction
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Welcome48s
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1. Getting Started
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Understand the homepage3m 4s
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How to navigate Salesforce3m 53s
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2. Exploring Objects
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How to create accounts4m 23s
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How to create contacts4m 1s
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How to create leads4m 15s
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How to create opportunities4m 33s
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3. Accounts and Contacts
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Create parent accounts2m 7s
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Best practices for contacts2m 50s
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4. Leads and Opportunities
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How to add leads3m 52s
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Creating opportunities3m 50s
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Use simple lead reports4m 17s
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5. Tasks
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The importance of tasks3m 5s
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How to create new tasks2m 46s
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6. Data Quality
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Understand data quality3m 32s
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7. Salesforce Updates
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Use Salesforce on mobile2m 57s
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8. Custom Reporting
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Saving reports in folders4m 21s
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Customizing reports2m 13s
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Dashboards3m 46s
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Conclusion
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Next steps1m 19s
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Video: Opportunities and the sales pipeline