BOOST YOUR SALES PIPELINE VIA SALESFORCE CRM

Publish date:

• 26th October, 2023

"What you lack in talent can be made up with desire, hustle, and giving 110% all the time." – Quote by Don Zimmer

Sales personnel and teams can do with all the help to keep their pipelines brimming with hot prospects. One of the best ways to do the same in the age of tech and digital tools is via Salesforce. The leading CRM tool is a boon for Sales teams and we have listed some ways it can be achieved.

Below are the ways to Boost Your Sales Pipeline via Salesforce CRM:

• Picklists to homogenise responses. The use of picklists is recommended so businesses can homogenise answers to optimise the process & enhance reliability. It's useful where homogenised replies are to the business advantage, instead of manual entry of information into it. It is a big help to the sales personnel and the result is a higher accuracy %. Salesforce CRM and Sales Cloud are implemented for businesses via Codleo - a Salesforce partner.

• Opt for automation. Automate all processes and workflows. Delete the manual processes. This will enable all mundane tasks to be removed from the daily workload of sales personnel. They can then focus on high-value work and tasks. These are more productive for a business. Plus, this also gives a psychological boost to the person(s). They feel more fulfilled and valued at work. They are motivated and productivity shoots up. Contact Codleo - a Salesforce partner for information.

• Manual for knowledge transfer. It’s important that the sales team have their own version of a manual, a playbook. It contains all rules, directions, and policies needed for their work and direction.  Ask Codleo - a Salesforce partner for details.

• Use needed inputs for important information. Using the needed or dependent fields when required makes the personnel perform via a natural yet logical process. Dependent fields become open once the information in the field on which they are reliant gets filled correctly. Thus, the sales personnel comprehend the importance of the fields which must be populated with important information.

Ms Srishti Randive, Sales head for Codleo says “ Businesses in the 21^st century need a CRM to boost their pipelines and we encourage all companies to contact us to transform their way of sales processes and workflows to be ready to win the battle of sales”.

The above-listed suggestions are helpful if businesses want to revamp the sales process with the power of Salesforce. Improve your sales pipeline in a well-defined manner. A Salesforce partner is needed by businesses to make it happen. And who better than yours truly for the same?

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About the Author

Vineet Rana

Vineet Rana is the digital marketing manager in the #Awesome team at Codleo. He is passionate about all things branding, and his mission is to get amazing content out to everyone as much as possible. When He is not online, he loves cooking, lifting weights, and hiking in the Himalayas with his friends.