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Opportunity Stages Explained With Best Practice Recommendations
The Opportunity Stages in Salesforce should match your sales process. However, the chances are, you think they don't. That's likely to be especially...
12 Must-Have Salesforce Dashboard Charts | With Video And Examples
Many sales managers are crestfallen when it comes to Salesforce dashboards. Sales leaders expect dashboards to give complete visibility of the sales...
The Best Sales Pipeline Report To Use This Year
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.
How To Make Account Development Your New Year Centerpiece
At the start of every new financial year, the board wants to know: "Is there enough pipeline to meet our revenue goals for the year?" Although...
10 Account Planning Best Practice Tips | How To Create Plans That Actually Work
For this article, I harvested the ten most potent account planning best practices from the dozens of companies that use the GSP Account Plan app....
How to Use Product Schedules to Improve Your Revenue Recognition
If your revenue recognition forecasts are little more than an educated guess (or even a stab in the dark), then this article is for you. I'll...
How To Confidently Forecast Revenue Over Time With Schedules
Many people tell me how it's difficult to forecast revenue over time in Salesforce. That's partly why they often make one of the three scheduling...
How To Track Changes In The Lead Score And Highlight Priority Prospects
Tracking how a prospect's lead score changes over time means you can quickly get in touch with potential customers at the right time. We call the...
How To Know When To Transfer Leads From Marketing To Sales
Passing leads from marketing to sales at the right time is critical for maximizing deal conversion rates. Too early, and salespeople will likely...
5 Compelling Ways To Increase Your Salesforce Benefits This Year
It's always possible to increase your Salesforce benefits. Our customers have proved it time and time again. And every business wants to maximise...
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