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How To Add Products To Opportunities The Easy Way (2019)

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

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

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...

Opportunity Stages Explained With Best Practice Recommendations

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...

3 Proven Ways To Boost Pipeline Quality You Can Start Today

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

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...

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