+44 203 280 3665

Sign up to our mailing list to keep up to date with our weekly content

Salesforce Blog

How Expected Revenue Delivers Reliable Sales Forecasts (2020)

How Expected Revenue Delivers Reliable Sales Forecasts (2020)

Expected Revenue delivers a reliable forecast of future sales in many companies. It's a sales forecast you can defend in front of the board. Unfortunately, however, some executives dismiss Expected Revenue in Salesforce as irrelevant. That's a pity because not having...

9 Ways To Win Big Using Opportunity Products In Salesforce

9 Ways To Win Big Using Opportunity Products In Salesforce

Opportunity products define the physical items and services you sell on an opportunity in Salesforce. However, if you don't use opportunity products, what's the alternative? For most companies, the answer is to enter the total value of the opportunity in a single...

9 Ways To Win Big Using Opportunity Products In Salesforce

Opportunity products define the physical items and services you sell on an opportunity in Salesforce. However, if you don't use opportunity products, what's the alternative? For most companies, the answer is to enter the total value of the opportunity in a single...

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.

How Products Bring Salesforce Opportunities To Life

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...

Let's Work Together

We'd love to hear from you. Get in touch by completing the form below.







Let's Work Together

We'd love to hear from you. Get in touch by visiting our contact us page.

Sign Up for exclusive pipeline visibility tips