by Mike Walsh | Apr 9, 2018 | Salesforce Tips
Salesforce comes with a few pre-set sales stages to get you going, including: prospecting, qualification, proposal/price quote and others. As the basic structure for any sales process, they are applicable and get the job done for a majority of sales processes. However, maybe your company has an unique process and a stage or two that doesn’t quite fit into any of the default Opportunity Stages in Salesforce. How can you fix this? Well there is an easy way to change your process in Salesforce:
You have a few customization options from the app setup menu. Add: Create a completely new stage for your sales process and insert it where necessary. Change: You can easily modify the stage name to something better suited to your process. Delete: You can also delete unnecessary stages to make your process more streamlined. Click the link below for a quick walk through on each of these processes. If these quick customizations aren’t enough, the Salesforce experts at CloudMyBiz are always happy to help create your perfect sales process.
Add, Change or Delete Opportunity Stage Names
-Ryan and the CloudMyBiz Team
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.
by Mike Walsh | Jan 4, 2018 | Blog, Salesforce-Apps-AppExchange
Slack is one of the most common messaging tools out there. Primarily used by businesses, the app is being used by over 6 million people a day and growing. Woobot, an app available on the Salesforce AppExchange, allows your Sales team to access their Salesforce pipeline directly from Slack. Easy access to the sales pipeline means more sales and faster customer service.
Woobot lets your sales team access and manage their Salesforce.com pipeline in real-time from any channel in Slack so they can focus on closing more deals. Keep your sales cycles moving forward from any device, anytime, anywhere your team has Slack installed.
Check it out here!
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.
by Mike Walsh | Mar 23, 2017 | Blog, Salesforce-Apps-AppExchange
The ProcessComposer app is a highly rated and very well reviewed product up on the AppExchange. In fact, it averages 5 out of 5 stars. Why so high? This product is designed to create all around better organization, efficiency and transparency, for whatever you do. How does it do this? By allowing for the creation and integration of custom automated workflows.
Build, run and visualize complex processes using this unique automated workflow distribution engine.
Check it out here!
-Ryan and the Salesforce guys
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.
