The Opportunity Stages in Salesforce should match your sales process.
But if they don’t, you’re not alone.
That’s especially true if you’re still using the standard opportunity stages—those out-of-the-box stages in Salesforce.
Of course, you can change them. (If you’re not sure how to do this, I explain the steps thoroughly in the video at the end of this post).
However, if the pre-defined stages are not what you need, the question is, what should the Salesforce opportunity stages be in your business?
I’ve seen this provoke many heated discussions. Very often, the answer is a fudge. The outcome, usually, is far too many stages.
Nevertheless, getting the opportunity stages to reflect your sales process accurately is essential. The benefits are higher quality funnel visibility, improved sales pipeline management, better measurement of sales targets.
So cut through the frustration with this complete guide to opportunity stages best practice.
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Understand the significance of “no wiggle room” stages & how they can help with pipeline management, forecasting & communications. Get more info at http://www.adventace.com/index.php/adventace-blog2/adventace-blog-salesmanagers
