GLOBAL SALES

The following is guidance on 360 degree view on your Sales Cycle.

  • Account Planning: Establish Account Planning via Accounts and Contacts object, assign Ownership of Account Planning to Sale Rep and Track that Effectiveness via Executive Dashboards.
  • Opportunity Lifecycle: Standardize pipeline stages to your sales-process. Map forecast category to sales stages and establish Quotas to validate the forecast of your sales pipeline.
  • Productivity: Quote management and CPQ to digitize closure process and manage your Quote to Cash process.

BEST PRACTICES:

SALES PROCESS:

ACCELERATORS (more options available in the catalog)

LIGHTNING

FORECASTING/TERRITORY MANAGEMENT:

ARE YOU LOOKING FOR A SALESFORCE EXPERT PROVIDER?