Define Your Sales Process
In this video, you will learn how to:
Defining your sales process will guide you in configuring Salesforce for your company. From custom fields and sales stages to page layouts and reporting, this video will give you an overview of Sales Cloud standard objects in Salesforce. It will also discuss what you need to consider when defining your lead conversion and sales processes. After you’ve watched the video, you’ll have an understanding of how those processes fit together so you can configure Salesforce to work for you.
The objects discussed in the video include:
Leads help facilitate qualification of potential deals. They’re necessary to take advantage of the Salesforce duplicate-prevention utility.
In this this video, you’ll get the steps to help you build your business process around leads.
A lead consists of three components:
Once you’ve determined a lead to be a valid opportunity, you can use the built-in Salesforce lead conversion feature to convert the lead.
Building your sales process means identifying when an opportunity should be created. Once you understand how you sell and the processes you have in place, you can use this to configure your Salesforce.
Resources from the Define Your Sales Process video.DOWNLOAD NOW
Interactive discussion on optimizing Salesforce to sell more.register now
Self-led learning path for CRM basics.START TRAIL
Self-led learning path for setting up your sales process.START TRAIL
Self-led learning path for optimizing sales processes.START TRAIL
Step-by-step journey to improve your lead conversion.Start NOW
Step-by-step journey to optimize your sales process.Start NOW