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

Who we are

About us

CloudKettle is a consultancy that specializes in helping B2B SaaS companies build and optimize their Revenue Stack. From demand generation through to renewals, we help manage the growth of billions in sales pipeline for our clients. We do this by optimizing their instance of Salesforce and enhancing the performance of the Lead Generation, Marketing Automation, and Customer Support and Success tools it integrates with.

As a Google Premier Partner, Salesforce Silver Partner, and Marketo Silver Partner, we have deep, real-world experience improving clients’ ROI from tools like Salesforce, Marketo, and Google’s Marketing Suite.

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