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The Best Sales Pipeline Report To Use This Year (2020)
Effective sales manage relies on robust visibility of the sales pipeline. This salesforce dashboard chart shows the open opportunities by close date and stage. It gives sales executives the essential information they need to manage the sales pipeline effectively. It allows them to forecast accurately. It enables dud deals to be identified. And it prevents that all too common problem of the over-inflated sales pipeline.
Opportunity Stages Explained With Best Practice Recommendations
The Opportunity Stages in Salesforce should match your sales process. But if they don't, you're not alone. That's probably especially true if you're still using the standard opportunity stages. Those stages that come out-of-the-box with Salesforce. Of course, you can...
Sales Pipeline Trend (Track Whether Your Funnel Is Growing Or Shrinking)
Tracking your sales pipeline trend is essential. That's because all other things being equal, you cannot increase sales if your funnel growth is flat. Or even worse, heading downhill. In other words, managers need clarity on the historical trend in the size of their...
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 Many sales managers are deeply frustrated when it comes to Salesforce dashboards. After all, dashboards are often the most compelling reason the company invested in Salesforce in the first place....
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...
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...
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