How Many Salesforce Sales Processes Do You Need?Are you contemplating whether to have one or set up multiple sales processes in your Salesforce Org? Prior to determining whether you need a single Sales Process or multiple Sales Process it is worthwhile to look at the definition of a Sales Process without reference to Salesforce:“A defined set of repeatable, interrelated activities from market awareness through servicing customers that allows communication of progress… Read More
Once you have added your products into an opportunity, Salesforce has inbuilt functionality to allow you to generate and email quotes to customers. Lets take a look at how this works, and what you need to be aware of when using Salesforce Quotes. First, to use Quotes they need to be enabled. By default the are not enabled and you won’t see them in your Opportunity screen. Go to: Setup… Read More
I was looking for a process flow diagram, that describes what happens when a lead is converted in Salesforce. I couldn’t find one, so I made my own. Once a lead is qualified, the next step is to convert the lead. In Salesforce, when you convert a lead, there are a number of options that are part of the process flow. The first step is to press the convert button…. Read More
