salesforce十步標準演示-資料下載頁
2025-07-25 19:18本頁面
【正文】 I record my call notes. I?m also going to associate it with the relevant Opportunity, and I?m going to create a reminder to follow up with Lauren next week. So you can see that with just a few clicks, I was able to record my call, associate it to the opportunity, and create a follow up task all from one page. Next, I need to update the Opportunity to reflect that we?ve been selected… Click 8: Opportunities Do Say Click on edit next to the Opportunity Select “Proposal/Price Quote” as the new Sales Stage. Click “Save.” To do this, I simply need to update the Opportunity Stage field on the Opportunity. This update will reflect immediately on any related reports and dashboards… Click 9: Dashboards Do Say Click on the Dashboards Tab Because reports and dashboards update in realtime, I always have uptothe minute, accurate visibility into the sales pipeline. It also means that I don?t need to hassle my reps for time consuming weekly pipeline updates, and it allows me to engage with my reps in a more proactive and constructive fashion based on where I see I can best assist. So let?s wrap this up… Click 10: Home Do Say Click the Home Tab With just a few clicks, I was able to see what I needed to do, research related information and educate myself on the Account, update an opportunity, all the while having visibility into all my efforts via dashboards. All of this means, I spend less time doing administrative chores and instead spend more time with my prospects and customers. Salesforce helps me understand what actions I should take, helps me know how my team and I are performing, and gives me simple, intuitive tools to manage my business. Let’s Review What We Saw ? Gain realtime visibility ? Close deals faster ? 360176。 view into customer accounts ? Manage sales activity ? Give selling time back to sales reps We saw how a sales executive uses salesforce to: Thank You End Demonstration Take Action Now! ? Download the script ? Practice this demo ? Forward to colleagues ? Upload slides ? Get a demo (if needed) Visit the Sales Resource Center in the Partner Portal Live Webinars ROI Calculators Competitive Intelligence Pricing Sales Kits Reference Library Thank You! Feedback? Please
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