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Working with Opportunities

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In any sales organization, potentials are the most important records to generate the real revenue for the organization. In a typical B2B organization all potentials have to undergo a complete sales cycle, which starts with identifying the hot prospect and ends with prospects being won or lost. The activities within this sales cycle that has to be completed are; sending product information to potentials, product demonstrations, sending sales quotations and business negotiations. Precisely, potential provides the following information for the sales management:

  • Sales cycle 
  • The potential sales volume (Product units and price)
  • The sales status and the estimated sales probability in each sales stage
  • Reasons for the sales status (Won/Lost)
  • Competitors of the potential
  • Forecast for the next quarter/year sales

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Potentials Tab



Related Topics

Create Potentials | Associate Potentials
Manage List Views 
 | Big Deal Alert

 




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