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Adding Evaluation Periods To Opportunity Stages

Adding Evaluation Periods To Opportunity Stages

Previously, we explored how SaaS companies use projects to account for parts of their sales cycle that standard Salesforce lacks. Offerings like free trials, evaluation periods, partial installations, freemium pricing, and other models can all use projects to track...
Adding Projects To Opportunity Stages

Adding Projects To Opportunity Stages

Out of the box, Salesforce follows a fairly rigid sales cycle. The system tracks Leads as your sales team generates and pursues them. When they convert a Lead, Salesforce creates a corresponding Account, Contact, and Opportunity. The sales cycle completes when the...
Spring Cleaning With Salesforce

Spring Cleaning With Salesforce

With warmer weather slowly approaching, you’ve probably already started your spring cleaning activities. But have you considered cleaning up your Salesforce instance as well? Even with Salesforce’s unlimited potential (and maybe a bit because of it), we recommend...