Winning Opportunities is crucial to success, but it can be difficult to really understand what steps and how many touch points are necessary to move sales through the pipeline. You need real data to know where to target your efforts, and Salesforce Labs has a fantastic solution to help streamline your sales process, Track Opportunity Stage on Activities!
This app allows you to track which and how many activities (tasks/events) your sales team is logging at each stage of your sales cycle. A custom field on each activity called “Opportunity Stage” gets automatically updated whenever an activity is logged on an opportunity.
Check out this fantastic, free app today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.