Sales Process in Salesforce | Opportunity Object Explained

Credits : Enway
ENWAY Jul 5, 2024
150  Views

Opportunities in Salesforce Sales Cloud allow sales teams to organize and track their sales pipeline effectively. Each opportunity represents a potential deal, and it can be categorized based on the stage of the sales process.

By associating potential revenue with each opportunity and tracking their progress, sales managers can forecast future sales revenue more accurately. This helps in resource allocation, setting targets, and making informed business decisions.

After watching this video, you will understand the basic sales process in Salesforce and what the Opportunity object is.

Also, you will understand how to manage opportunities and learn about key Opportunity stages, such as:

  • Prospecting
  • Qualification
  • Proposal/quote
  • Negotiation/review

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Categories: Salesforce Consultant
Tagged: salesforce, Opportunities, Sales Process, Opportunity, Opportunity Record, Opportunities and Accounts, Sales Processes, Salesforce Opportunity Path, Salesforce Opportunity, Salesforce Opportunity Stages, Opportunity Stages In Salesforce, Opportunity Stages

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