Designing a Sales Process in Salesforce
A sales process is a series of repeatable steps that the sales team will take with a prospect to sell them the product. …
Tracking Why a Lead or Opportunity is Unqualified or Lost
One of the key advantages of CRM is that it gives insights for management into the Sales process and provide feedback what is going right and what is going wrong with the Sales Process and with their Sales Team. …
What’s the difference between a Lead and Opportunity?
A lead is basically a person that has contact information that you should be able to sell to, they have been created because they have contacted you in someway with some sort of need whether this be that they filled out a contact form on your website or they exchanged business cards with somebody at a tradeshow. …