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 .

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 .

Major Benefits Of Using SalesForce

salesforce consultant

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 .