Plan for Sales Process & Opportunity Stages in Salesforce - QRS

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PLAN FOR SALES PROCESS OPPORTUNITY STAGES
IN SALESFORCE
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INTRODUCTION
Opportunity values are used to contribute to a sa
le or pending deal in Salesforce. Your sales pip
eline, which delivers your sales forecast, can b
e
Its order
also critical to to ensure that
keep your
your Salesforce sales estimate is
built in a variety of ways. opportunities up to
date in correct.
CREATE A SALES PROCESS A sales process maps out
the stages that an opportunity goes through as it
progresses through its sales cycle, altering
what s visible on a sales path. Within a
certain sales process, you may quickly add
and remove phases. Your VP of Sales has charged
you with assisting her sales team in tracking B
2 B possibilities more effectively. They can
begin by designing a unique sales procedure
for them.
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MAKE A PLAN FOR YOUR SALES PROCESS
This entails proactively defining the stages of
your sales process and deciding which ones to
include in your Salesforce Opportunity Stages.
This step requires you to determine which of
the conventional opportunity stages are
appropriate for your sales process and which
should be adjusted to fit your sales process.
The major purpose is to make sure that the pi is
correct. Avoid stage names that are unclear.
Your salespeople should be able to tell the
difference between opportunity phases and when to
use each one. Your sales managers, for example,
may be perplexed by some abstract categories
that could refer to either a completed milestone
or ongoing effort. If you have a stage
labelled Product Trial, it s a good idea to
use it.
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CREATE CRITERIA FOR EACH STAGE' S ENTRY AND EXIT
An opportunity stage is not a one- time
achievement it entails the completion of
several critical tasks before progressing to the
next. As a result, each stage should be a
substantial portion of the sales cycle, complete
with a variety of activities that aid in moving
the opportunity forward. To assist your
salespeople in getting to the next opportunity as
quickly as possible. The first meeting
should be held. Make a l ist of the prerequisites
. The salesperson should then eliminate a few act
ivities during the Needs Analysis stage to mov
e on to the next stage With the lead, go over th
e requirements. Determine who makes the decisio
ns. Determine how you will meet the requirements.
Estimate the deal value and enter it into Salesfor
ce. Calculate the closing date and record it in th
e system.
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THINK ABOUT THE PROPORTION
As a deal moves through the opportunity phases,
the chances of the company closing the
agreement increase. As a result, organizations
should allocate a stage percentage based on the
l ikelihood of a deal closing in a specific
phase. Out- of- the- box Predefined percentages
correspond to regular opportunity stages in
Salesforce CRM. However, this information does
not reflect the severity of the
problem. OPPORTUNITY STAGES CAN BE AS SIMPLE AS
THIS
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