Join Chris Mattia for an in-depth discussion in this video Using status to manage your pipeline, part of Salesforce for Small Business.
- Let's take a minute to take about moving contacts or accounts through your sales pipeline. Now the key field here that describes your business pipeline or workflow for every list, is the status field. All of the other fields are supporting data fields to help you move each contact or account through your pipeline effectively. This status field is a quick indicator that says hey, this opportunity is at the first, second or third, or so forth stage of our cycle.
If you know that an opportunity has been qualified based on your own business criteria, then you know that it's time to begin to move fully into the negotiation stage. Now, this status indicator gives you and your team clues as to the timing of additional resources that may be needed to be brought in to help close a sale or win an account. If for instance, you're part of a team that handles contract negotiations then you're able to look in IQ and see records that are getting close to needing your team's involvement, By communicating with the account owner, and looking at the additional data contained within the record, your team can begin preparing to allocate the necessary resources to handle the workload needed to move the account along to the next stage of the pipeline.
As a small business, if you're managing your IQ account with a single list, then you may need to insert additional statuses to manage your workflow. This single list can really help you focus your time and energy on making sure each of your customers are being taken care of. If your business is managing multiple lists, then the final, milestone status for one list may set-up the automatic transition or conversion of a record from one list over to another list that may be managed by a different team within your organization.
This can certainly help in the hand-off and conversion process within your organization, while reaping all of the benefits of a single list.
- Creating a SalesforceIQ CRM account
- Adding team members
- Creating contacts and accounts
- Editing profiles
- Creating and customizing lists
- Using the stream view
- Scheduling tasks and meetings
- Creating event and meeting logs
- Creating filters
- Running reports