How To Customise SalesForce Opportunity Stages

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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 .

How To Influence SalesPerson To Use SalesForce

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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 .

Major Benefits Of Using SalesForce

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As we all know SalesForce is one of the largest cloud platform CRM provider in the world which benefits business in number of ways thereby maintaining healthy relationship with your customer and also helps you to be ahead with your compeditiors .

When it comes to salesforce subscription , there are sets of benefits that comes preloaded in CRM . Let’s quickly look at some of the major benefits of salesforce :

#Storing Customer Information

One of the biggest advantage of using Salesforce is storing customer data on the cloud which is easy to be accessible anytime . When we are using salesforce , you will be able to access customer name , number , contact , task , events , previous follow up , their needs and more all at one place .
This gives your team couple of benefits . The very first benefit benefit being it will help you to track all the information as needed to keep your customer profile in organised way . The best things is that you will have the access of all the information needed under one common roof. These information can be easily accessible , and you will need not necessarily be worried if someone goes on a vacation , as all the information is stores on a cloud server , thereby eliminating any gaps that could have in your customer support model .
The other best thing is the information can be updated by an excel sheet in a more responsive and convenient way .

# Planning Of Accounting

As we have discussed in above paragraphs that all the customer information can just a click away . This approach helps your company employee to keep an eye on the track records , making connection with the clients , and defining plans according to past records for better results . Salesforce also facilitates an option to create a to do list and your employee can use lists to stay organised throughout a day .
Along with creating reminder you can also set reminder or assign any other employee c for taking the follow up with the clients , in case of non availability thus minimising the communication gap and helps in building stronger relationship .

# Time Management

With detailed customer information and allocation of resources at your disposal , you will actually take awesome time management benefit . For any service industry , time is money and assigned task must be completed within allotted time in order to get customer satisfaction and help build better business relationship .
Salesforce collect all the information needed and then priortize work for the client which needs to be completed according to the set deadlines .  Build in calendar tools aids visualising the complete schedule fo a day , week or a month so that you will be able to know what you have to perform today and how much time is allotted to you for the completion of the task .\

# Team Collaboration

Salesforce strengthen team collaboration and easy communication between different departments . The “Chatter” feature in salesforce helps individual as well as groups to chat about anythings they want . Chatter also addition of different team members to accounts and opportunity that really needs priortize  attention , can mark calendars for leads follow up which can finally leads to leads closure .

# Accessibility

The best things that Salesforce facilitates is it is totally based on cloud platform , which can be accessed through internet access . Salesforce also facilitates mobile app which helps you to stay ahead always by connecting your team on the go on round clock . This makes the Salesforce CRM handy for business owner as well as marketing guy who may be travelling .

Winklix offers all of these benefits and much more

Winklix is leading salesforce consultant which offers marketing automation software  . As one of the top notch agency for bundle of your salesforce needs – you can contact us today to start laying out marketing strategy for your company .