How to Manage the Sales Pipeline with CRM

This is a presentation by Greg Poirier and Jon McGinley of CloudKettle for Salesforce for Startups.

You will learn:

  • What a Lead, Opportunity, Contact and Account is in Salesforce
  • How to define the stages of your sales cycle in Salesforce terms
  • How to leverage pre-canned reports and forecasting in Salesforce to manage sales pipeline
  • How to calculate “Qualified Pipeline Value”
  • How to increase sales velocity
New York
June 1, 2016

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About us

We specialize in helping organizations improve Salesforce and the Google Marketing Platform to drive revenue growth. With over a decade of experience building, optimizing, and managing Revenue Operations, CloudKettle understands the solutions and processes that deliver results. As a Salesforce Silver Partner and a Google Premier Partner, our team of experts know your technology from end-to-end.

With Security at the heart of everything we do; our clients know they can trust us with their most sensitive data. CloudKettle is HIPAA compliant, we undergo routine audits, and we treat all our client’s data as if it were our own.

Our areas of domain expertise, coupled with our commitment to security, make us a trusted advisor to our clients.

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