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Salesforce Blog
How To Add Products To Opportunities The Easy Way (2019)
Many salespeople get frustrated when they try to add products to opportunities in Salesforce. The reason is that it's cumbersome to find the right products. That's true in both Salesforce Classic and Lightning. For example, the Recent Products list gets in the way in...
10 Powerful Closed Won Opportunity Reports For 2019
It is surprising how little effort often goes into measuring closed won deals. I guess that after all, what’s happened has happened. In most businesses, much more focus, energy and effort is directed towards the sales pipeline compared to won deals. But wait a moment....
Sales Pipeline Trend (Track Whether Your Funnel Is Growing Or Shrinking)
Every sales manager needs to know their sales pipeline trend. That’s because they are under pressure to grow revenue. And it stands to reason: All other things being equal, you cannot increase sales if your sales pipeline trend is flat. Or even worse, heading...
4 Types Of Framework Agreement You Can Manage In Salesforce
Framework agreements exist in virtually every industry. They are the backbone of many commercial relationships. If you want a long-term relationship with a customer, get a framework agreement in place. So naturally, you want to manage framework agreements in...
13 Easy Salesforce Lightning Tips And Tricks That Will Please Salespeople (2019)
Like many long-time Salesforce users, I had to learn to love the Lightning interface. In part, that’s because the Classic interface is burned into every blood vessel in my retina. I can navigate it with my eyes shut. So, like you, at first I had to work hard to adapt...
Opportunity Stages Explained With Best Practice Recommendations
Do the opportunity stages in Salesforce match your sales process? If they don’t then you’re not alone. Especially if you’re still using the standard opportunity stages that come out-of-the-box with Salesforce. And of course, you can modify them. But what to? I’ve seen...
Your Sales Forecast Is Probably Wrong (So I’ve Written This Guide To Getting It Right)
Don't have time to read the entire Blog Post right now? No problem. You can download the entire "Your Sales Forecast Is Probably Wrong" eBook for free by completing the form below! Many sales managers struggle to create reliable sales forecasts. In fact, many...
How To Measure Opportunity Conversion Rates And Increase Sales
Opportunity conversion rates are a critical sales metric in any organization. That's because when all is said and done, there are only 3 ways to increase revenue. Grow the pipeline. Increase average deal size. Increase the opportunity conversion rate. Of course,...
3 Proven Ways To Boost Pipeline Quality You Can Start Today
I’m often asked this question by sales managers: How do I measure AND improve the quality of the sales pipeline? It’s an ongoing challenge. Well: In this blog post I explain EXACTLY how to use salesforce to manage pipeline quality. Not only that. I tell you...
4 Vital Dashboard Charts That Measure Sales Pipeline Size
Sales pipeline size matters. Big is beautiful. That's certainly the case when it comes to funnel size. All other things being equal, of course. That's because bigger is better assuming the sales pipeline only contains deals of the right quality. Fortunately, you can...
Podcast | 5 Things Leaders Must Do To Align Sales & Marketing
Our CEO, Gary Smith was a recent podcast guest, talking about the importance of aligning sales and marketing activity. In the podcast, Gary talks about the critical importance of alignment in boosting revenue. Listen to the conversation; or if you prefer, read the...
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