Monday, November 30, 2015

Sales Path....a useful selling tool

With the recent Winter '16 release, all SalesForce users (using the Lightning experience/interface) now have access to a valuable new sales tool - Sales Path!

Sales Path is a tool that sits in the Opportunities view and gives your Sales Team information on what they need to succeed at each stage of the opportunity.

Screenshot of Sales Path

First, to use Sales Path you need to have a thoroughly defined Sales Process.  It is only with that Sales Process well defined that you can really leverage Sales Path.  That's because at each stage of an opportunity Sales Path displays "Key Fields" and "Guidance for Success".  The Key Fields is a list of fields, that you define, that should be completed prior to moving the opportunity to the next stage.  These fields could be anything (including your custom opportunity fields) and ensure that your sales team captures the right information at the right time.  The Guidance for Success are sales tips that come from senior sales members that the whole sales team can use to help them through each stage.

Sales Path is a very easy tool to configure and shouldn't take more than an hour to get up and running once you, as an administrator, has the fields and tips per stage.

Overall it is a great tool to make selling easier in Lightning!

28 comments:

  1. Preferred perusing the object above, in reality clarifies the whole thing in detail; the object is particularly charming and effective.custom dissertation writing service Thanks and right fortunes for the up and coming article.

    ReplyDelete
  2. First, to use Sales Path you need to have a thoroughly defined Sales Process. It is only with that Sales Process well defined that you can really leverage Sales Path. That's because at each stage of an opportunity Sales Path displays "Key Fields" and "Guidance for Success". The Key Fields review of BestCustomWriting.com is a list of fields, that you define, that should be completed prior to moving the opportunity to the next stage.

    ReplyDelete
  3. These fields could be anything (including your custom opportunity fields) and ensure that your sales team captures the right information at the right time. The Guidance for Success are sales tips that come from senior sales members that the whole sales team can use to help them through each stage. Field Service Lightning program

    ReplyDelete
  4. Sales tip #6 Be certain about what your primary concern is. On the off chance that you are attempting to make an arrangement, realize heretofore how far you are eager to go on value dealings.cold call script

    ReplyDelete
  5. Every sale individual in the group had one method for selling, and their absence of sales abilities implied there was no adaptability in their sales pitches.cold call hacks

    ReplyDelete
  6. Sales success is found in asking questions first. By building a positive relationship with the customer and by obtaining information about his or her needs, you be in a much better position to help the customer. pop up notifications

    ReplyDelete
  7. brawl stars hack reddit
    Procedure and Cost to Make a Game Like Brawl Stars

    ReplyDelete
  8. MovieBox is an app for downloading movies and you can watch it at your own time on your device, either a smartphone or a smart TV.

    https://movieboxofficial.com

    ReplyDelete
  9. In the event that you have downloaded Roblox apk from the given connection from us, at that point here you will figure out how you can introduce Roblox on your android gadget without getting any mistake.

    robux for free

    ReplyDelete
  10. If salespeople can pick up on these signals fast enough, there is time to change the sales strategy. The earlier you realize a deal is out of control, the better chance there is of turning it around. B2B Mailing List

    ReplyDelete
  11. Major thanks for the post. Want more.Webdesign

    ReplyDelete
  12. I appreciate you sharing this article post. Keep writing.
    Webdesign


    ReplyDelete
  13. Outside contenders are the salesperson's generally normal and the inner contender happens when the customer utilizes their own assets.Seozoekmachineoptimalisatie.be

    ReplyDelete
  14. This comment has been removed by the author.

    ReplyDelete
  15. You need to pick a designer that pays attention to YOUR business. Webdesigner

    ReplyDelete
  16. You could assemble a concentrated Sales Intelligence Unit that explores prospects and issues contact rundown to sales individuals, you could construct a contact plan supported up by pre endorsed showcasing pieces and on the off chance that you do that you could most likely lessen your sales head tally by up to half. F and I certification in Missouri & Kansas

    ReplyDelete
  17. Take a gander at free sales instructional classes and get all the data you can to conclude which is ideal for you. At that point put resources into sales ability preparing. iso merchant acquirer

    ReplyDelete
  18. or offer your item to a possibility that may not be equipped for purchasing your item. It is close to difficult to assemble an anticipated, bankable pipeline dependent on the individual capacity of individuals in your sales group. North American Bancard Agent Program

    ReplyDelete
  19. Again an answer might lie in taking a gander at the assignments as opposed to taking a gander at individuals, is the sales individual actually the opportune individual to finish the deal. Top 10 Reasons Why You Should Get Salesforce Certified

    ReplyDelete
  20. There is likewise a typical conviction that the supposed abundance of data gave in the organizations CRM framework will empower the new sales individual to comprehend, and investigate, Bookkeeping Vaughan

    ReplyDelete
  21. Your set of working responsibilities ought to mirror the real essence of the job assuming you need to track down the perfect individual, and your inquiries questions and interaction should test their capacities to fill those roles.
    mélybölcsős szállítás Europa-Road Kft

    ReplyDelete
  22. Thanks so much for the post. Thanks Again. Much obliged.
    free instagram downloader

    ReplyDelete
  23. This comment has been removed by the author.

    ReplyDelete
  24. Thank you for the knowledge, much appreciated. I run an affiliate website in Norway within the personal finance niche. Do you think online content marketing would be a good strategy for us to implement? For instance, I found an article on Kragerø Blad Vestmar done for Lånesiden. We're considering doing something similar to this, but I'm not sure what to expect when it comes to the ROI.

    ReplyDelete