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4 Ways To Measure Revenue Against Sales Targets In Salesforce
Many executives get very frustrated, trying to measure sales versus target in Salesforce. Perhaps you're one of them. Like others, you may even have searched in vain for the Targets tab. (If you're still looking, stop now; it doesn't exist). Fortunately, if you want...
3 Killer Pipeline Quality Metrics That Highlight When To Be Skeptical
Often skepticism is deserved when it comes to pipeline quality and the accuracy of the revenue forecast for this month. That's because deals that we assume will close this month, sometimes slip to the next month. That's painful if it's unexpected. Of course, in an...
How Products Bring Salesforce Opportunities To Life (2019)
This blog post explains step-by-step the essential things you need to know about using products on Opportunities in Salesforce. If you're not sure exactly how price books work, then I explain that too. Why is that important? Because using products and price books on...
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...
12 Must-Have Salesforce Dashboard Charts | With Video And Examples
Recorded Webinar | 12 Must-Have Sales Dashboard Charts In 2019 The most compelling reason companies invest in the Sales Cloud is Salesforce dashboards. That's because executives expect dashboards to give full visibility of the sales pipeline, deliver accurate...
7 Lead Conversion Metrics You Should Be Tracking (But Probably Aren’t)
This blog post explains the lead conversion metrics you should be tracking in Salesforce. Why are these metrics important? They’re crucial because your business puts a lot of effort into generating converted Leads. However, are they worth their salt? Do the leads...
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....
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...
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 (Correctly) 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 three ways to increase revenue. Grow the pipeline. Increase the average deal size. Increase the opportunity conversion rate. Of...
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