Do you fully understand your sales opportunities? Take advantage of “Qualification Details” in Salesforce, and you will. See what we mean in this week’s tip.
Or, check out the transcript:
Salesforce Tip: Get Closer to a “Closed – Won”
Hi, my name is Rich Starkey. I’m an Account Executive for LevelEleven.
I use Salesforce every single day in my sales process.
My “Salesforce Tip of the Week” is to use qualifying details under “Opportunities.”
In our instance, we have a set of qualifying questions that helps us better understand the opportunities at large. For instance, we would have questions like: Does the company understand pricing? How is the organization set up? What challenges specifically are they looking to solve?
And so, I know if I check every one of those boxes and go through every one of those stages, I’ll be much closer to a “Closed – Won” at the end of the month.