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Salesforce Blog

How Products Bring Salesforce Opportunities To Life (2019)

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 Track Revenue Over Time Using Product Schedules

How To Track Revenue Over Time Using Product Schedules

  Schedule Revenue Over Time In Salesforce Take our new app for a test drive today   In many businesses, no money changes hands when a deal is won. Rather, the revenue is scheduled over time. For example: Professional services that deliver projects over...

The Best Sales Pipeline Report To Use Right Now (2019)

The Best Sales Pipeline Report To Use Right Now (2019)

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.

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