The Sales Process in Salesforce dictates the various stages that an opportunity goes through in the lifecycle of a deal. This lecture covers the various stages that can be set for an Opportunity, and how the stage impacts your forecasted revenue, as you move closer to closing a deal. We also explore the scenarios of what happens when you close a deal as lost, as well as closing a deal as won.
I also show you how to perform mass edits from a list view as I update dozens of opportunities close dates all at once. It's a helpful tip that you will find yourself using more and more as you gain experience on the Salesforce platform.
This lecture covers working with external people that belong to the company you are trying to win the business of. Contact Roles are where you assign contacts as Decision Makers, Influencers, Executive Sponsors, etc.
In this lecture we enable Team Based Selling in Salesforce. We then walk through how to add team members to an opportunity and assign them a role. Various sales roles are covered in this lecture. This lecture covers working with internal people to help close deals.
In this lecture I show you how to use Salesforce Content and Libraries in order to equip your sales reps.
