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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CloudKettle helps enterprises drive revenue with the Salesforce and Google ecosystems. We do this by providing the strategy and hands-on keyboard execution to leverage platforms like Salesforce’s Sales Cloud, Marketing Cloud, Einstein, and Tableau to create highly personalized cross-channel experiences that drive revenue.

As your strategic advisor, we help by enhancing your people, processes, and technology to build a roadmap centered around scalable tactics and security.

Would you like to learn how CloudKettle can help you reach your revenue goals? Speak with a consultant today and discover how our blend of industry knowledge and platform expertise has earned us a 5/5 rating on the Salesforce AppExchange. 

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