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How To Customise SalesForce Opportunity Stages

salesforce customisation

One of the best features offered by Salesforce is their ability to carry on the sales process with transparency with a special tab called ” opportunities ” . This tab includes list of all opportunities with their actual statuses to track each deal efficiently , which in turn help salesperson to track deals on real time basis and close them efficiently .

Salesforce opportunity tab facilitates you with many opportunities , that many companies might miss while not using it .

Why To Use Custom Salesforce Opportunity Stages

In general SalesForce opportunity stages represents key milestone which in turn consist of following milestones :

    • Prospecting
    • Qualification
    • Needs Analysis
    • Value Proposition
    • Id. Decision Makers
    • Perception Analysis  
    • Proposal/Price Quote
    • Negotiation/Review
    • Closed Won
  • Closed Lost

 

In general SalesForce in relation to sales call by company might not be of many use of many companies in general . Different companies have their different sales calls and flows and hence follow specific set of their guidelines which is apart from the milestone stated above . For instance companies which have a complex sales cycle which in turn also needs regular communication may need some extra level of opportunities , which in turn help sales manager in meeting their customer expectation . On the other hand same level of milestone may be proven excessive for companies with simple sales process . This is the challenges that is faced by an organisation and hence to make it easier we have prepared a specific sets of checklist in order to provide you with salesforce customisation service in relation to your salesforce opportunity stages . But in case you encounter any difficulties in your sales cycle and customisation process  , you can right away contact our dedicated salesforce consultant and developer  .

Important Steps To Customise Opportunity Stages 

1. Draw Out Your Sales Process

Who will be the end user of your opportunity stages features in Salesforce module ? It is obviously sales manager of your organisation . The best way is to map out your entire sales process and determine which of them perfectly suits your sales cycle and which one needs further customisation to adjust your sales process . You should primary aim at simplifying the complex procedure for your sales manager to make him understand what to use and how to use at what time.

2. Define Entrance And Exit Area For Each Stage

An opportunity stage never consist of only single milestone , rather it contains series of milestone which needs to be followed in order to move to the next stage . That is the reason each stage requires sets of activities to be accomplished in order to push the opportunity forward to next level . If you wish your sales manager could easily pass on next opportunity stage , always create a list of stages . For example , your sales manager will have to follow these stages if they wish to pass from ” Qualification ” to ” Need Analysis ” .

  1. Hold meeting
  2. Generate requirement list

Then during the need analysis stage , your salesperson with required some another sets of activities in order to proceed with next stage such as :

  1. Reviewing requirement of lead
  2. Decision maker identification
  3. Identifying measures to meet requirements
  4. Budgeting deal amount and adding the data to Salesforce
  5. Updating estimated closing data and entering in the system

3. Considering Percentage Is Beneficial

Percentage denotes the opportunity stages in which the sales lead has reached , which in turn also defines the sales grows . Assigning of percentage by companies at different level of opportunity stages will give you with probability of the sales closures . Out of the box SalesForce CRM are well equipped with predefined percentage in relation to standard opportunity stages . However this data is common for all specific sets of companies , so that is why Winklix strongly suggest customisation of probabilities service based on your historic data .

4. Revision Of Opportunity Stages

As sales cycle is something that changes continuously , it is always advisable to periodically revisit your sales process in order to ensure opportunity stages that are still being relevant .

Customisation Opportunity Stages And Better Revenue Forecast

SalesForce CRM shows opportunity pipeline report in order to show the entire open pipeline and probability analysis . These reports are always proven beneficial for any company which further allow them to plan future cash flows and revenue .

Winklix offers a wide range of salesforce customisation services to tailor your business needs .

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Help Desk Software : How Actually Is Customer Getting Benefit Out Of It

helpdesk software solution

Customer satisfaction is first and foremost priority in building a good relationship with customers . So in order to maintain stronger relationship and business treats its customer as a king . One of the quickest and best way to satisfy the customer is quickly addressing their concern and queries upto their satisfying level .

Help Desk software facilitates receiving , logging and allocating tech issues to the relevant department in the organisation with ease . So if we are considering the end point , customer will get their issue solved with the help of right techie person of required department  who has been allocated by automatic ticketing system . The presence of ticketing component allows raising , tracking and allocating of ticket together with keeping a track of the resolution in timely manner .

In order to achieve all these things , company can choose help desk software that best suits their needs . Some of the types of Help Desk software are :

  • Ready-made solutions which are already experts in handling customers like Freshdesk .Such solutions are less expensive as they come on the basis of monthly subscription but at the same time will offer you less flexibility .
  • Add on modules in your existing CRM software. For instance you are using salesforce , you can easily purchase salesforce service cloud in order to store all customer information in one place .
  • Custom help desk solution that best suits the enterprise needs . A software development company can facilitate them with highest level of satisfaction by developing solution as per the tailor needs of the organisation .

Advantages of Help Desk Software

  • Fast response time : As soon as a ticket is raised by the customer support department on request of customer , it will be automatically allocated to the concern department for faster resolution process . This implies to the customer directly that company is serious about proving  excellent customer services even after sales . Setting the priority on the basis of customer requirement helps solving the same on priority basis
  • Brand Creditability : Help desk software helps improving brand recognition . Many of the companies outsource their support services which does not make sense and at the same time customers does not feels personalisation while interacting with your organisation .Because of this reason business is personally willing to address consumer problems thereby aids in increasing brand creditability .
  • Accessibility : Most of the help desk software are now based on web based technology which are easily accessible through phone or computer with working internet connection and web browser irrespective of the geographical location .With help desk ticketing software , all tickets are uploaded in one single unified platform and can be tracked and solved from any place .
  • Automatic Allocation Of Tickets : As soon as ticket is raised , it will get automatically allocated to the specified department , thereby eliminating cumbersome task and paperwork , labour dependencies and more . Tech department are also not getting frustrated and will be getting time to solve the issues .
  • Centralised Database : User has a separate portal online to raise their tickets in a more convenient manner according to their level of priority . Ticket can be stored , viewed , edited and closed once they are resolved in flexible and structured way . The same portal which is already equipped with all customer database can help convey messages in case of any breakdown or site downtime . The centralised repository of customer ticket data is highly secured .

In Conclusion

Help desk software is the best tool which makes life of the technical staff as well as customer easier with automated systems . Implementing these systems in enterprise in timely manner aids in better result and better customer services .
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How To Influence SalesPerson To Use SalesForce

salesforce consulting

The pillar to success for any business organisation is Sales . For any person in the sales industry , their payout is totally dependent on their performance . Most of the payout of sales employee is dependent on commission and incentives for their sales performance . So it really does not matter  whether a sales employee is under pressure or not well , they have to necessarily perform well , as the bills of the company does not slows down just because sales do .

Sales people have to even person during market slow down by finding a appropriate ways to attract customers . Whether you are a sales king in your company or want to perform better – there is no other better tool than SalesForce that can help you in various number of ways positively .

Why Salespeople Hate SalesForce

Buying a Salesforce subscription and then influencing the sales person to use them is two different things . The main reason which we think of why salesperson finds difficult to use CRM Software is that Salesforce is software that can facilitate communication with the target customer with the employee of the agency , but it ignores physical interaction ( as it is after all just software ) and it is thereby bit more mechanical . Person interaction with the clients is what is preferred by most of the sales employee to maintain a health relationship .
Additionally , a salesperson will spend additional hours in order to reach different clients and rather don’t use salesforce for getting records in SalesForce system . Keeping records , past summary is always proven beneficial to maintain healthy relationship with clients in long run .

Benefits Of SalesForce For Salespeople

Salesforce is a CRM software than will surely give benefits in long run in any kind of sales . For instance you are getting good number of leads , and your salesperson is contacting them individually – there may be a situation that they might miss some leads .Now assume a automated salesforce system will take the follow ups and other stuff and tell you when they actually wanted to be connected with in sales person . This will obviously saves your time and manpower to. This is probably one of the biggest benefit that salespeople can enjoy , not in overnight but in long term .
We must have heard that many companies that they want to focus on their current leads now to get the highest level of conversion . While it may only benefit you in short run , but unfortunately it may not be proven beneficial in long run . If salespeople uses Salesforce , they will see the benefit of customer conversion over the time by sending them mails , offers and promotional discount to attract even the leads which you may have got in the past .

How To Actually Convenience SalesPeople To Use SalesForce

Sales is all about showing the actual result . So if you do not show the importance of salesforce , then obviously no salesperson will begin to use it . The very first step to be successful is convince salesperson to use salesforce . Some of the best ways that has been proven convincing for sales person to use this CRM software in your company are :
  • Sell To SalesPerson : It is not enough to tell salesperson to use it only and not telling them the benefits of the same . Rather teach them with the benefits of it for business as well as individual. So teach and train them so that they can get best out of it .
  • Making Sure People At All Level Are Using Software : Always try to influence people at all levels about the benefits of using salesforce in long run , and you will probably get the better results to convenience others in the company .
  • Show Them ROI : Just talking in the air about the benefit of Salesforce won’t influence any of your salesperson , rather show them the actual benefit in real time .
So in case you are looking for business owner looking for growing your business to next level or you are a salesperson who want to grow your sales at next level , get a salesforce implementation by Winklix salesforce consulting . For more tips  , talk to our CRM experts now .