The document discusses how Predictable:Pipeline helps companies design and implement their ideal sales process within Salesforce.com. They work with clients to define their existing and desired sales processes through workshops. Then, they take their existing reports, dashboards, workflows and processes and mold them to the client's business, implementing the customized system for the client. Finally, they train the client's inside sales team on how to work within the new system, demonstrating processes like managing a standard work week and pipeline and recording all activities.

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Salesforce Training and Consulting
Design Your Sales Process
Salesforce.com is an amazing tool that
Create A Sales Machine Inside
Salesforce.com
Implement and Train
Once the perfect working environment is
comes ‘out of the box’ with little
Once your sales system is designed we
defined we implement it for you and
relevance to your sales process. When
take all of our existing IPR and mould it
then train your Inside Sales people how
do you use Leads and not Contacts and
to your business – and then implement it
to ‘work the system’. We demonstrate
Accounts? What are your Account
for you. We have hundreds of standard
and drill the processes of 1) A standard
stages through your pipeline? When do
reports, dashboards, Workflows and
working week 2) Workflows and not
you create Opportunities? How do you
processes – all written, defined and
tasks and 3) Recording and reporting of
manage Pipeline? We work with you to
ready to go. These would take you years
EVERYTHING!
define and then implement your ideal
to create on your own.
sales process within Salesforce.com
An Inside Sales Workflow
An Inside Sales Dashboard
Frequently Asked Questions
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How Do You Define Our Sales System?
Why Do I Need This?
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2. How Do You Define Our Sales System?
Why Do I Need This?
We use a proven workshop process that involves senior
You may not. That depends on how much upfront work you have
stakeholders and sales staff to identify all elements of your
already done yourselves. Do you have every possible movement
existing sales process, your desired sales process and we make
of a Contact and Opportunity mapped out? Does everyone know
recommendations of best practice based on our experience.
what happens next at every stage of the sales process? Are clear
ownership procedures clearly marked? Is your process built to
increase value for a prospect and client?
Could We Create The Dashboards, Reports
and Workflows On Our Own?
What Are Workflows?
Possibly. We estimated that an average company would spend 7
Nearly 98% of businesses struggle to get adoption of
months to get to the level that we can get you to almost
Salesforce.com from the outset because of the use of Tasks. A
overnight. Oh yes, and you will probably spend in excess of
day with more than 15 tasks will create overwhelm and missed
£15,000 on setup consultants fees, who don’t ‘GET’ Inside Sales.
Opportunity. We have the solution – it’s called workflows and we
We do!
can implement this throughout your business quickly and easily.
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