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