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03. Opportunity Management


 

From Prospect to Sales

Added Value 


Managing Opportunities in the CRM will help you by:

  • Recording all business related information and make it visible (if it’s not in SFDC it doesn’t exist)
  • Involving people from your GBU and get collaboration (opportunity team) by leveraging expertise, and identifying a lead for others colleagues from other GBUs (cross-collaboration)
  • Getting recognized for your achievements, for the closed deals and the steps you went through, the difficulties, the success factors, the reasons for lost deals, etc. ® track history
  • Logging or discovering information on competitors
  • Enhancing your team’s opportunities insights – focus on the opportunities that matter the most
  • Optimizing opportunities pipeline workflow – standardize your sales process and keep your opportunities moving forward and see how time is spent throughout the process
  • Supporting pipeline management: giving visibility to all opportunities opened in SFDC and how can we move them efficiently to close the deals and how to use these cases to put in place for a similar customer

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What you need to know to start...


 

 

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