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Salesforce Sales Cycle Management
 Accounts – Company Info, Apps, etc

Contacts:
These are individuals at the company
(account) which may help facilitate                     Opportunities:
business are some point.
                                                   There is a dollar value associated
                                                  with a conversation and signs that
                                                                  a deal is in reason.
Leads:
These are sign ups, web form                    These will define your deal pipeline.
write ins, @mentions, cold calls. Once the
salesperson has qualified that this is a real
lead, which has the chance to generate
revenue, they convert it to an opportunity.

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Salesforce Sales Cycle Management Framework

  • 1. Salesforce Sales Cycle Management Accounts – Company Info, Apps, etc Contacts: These are individuals at the company (account) which may help facilitate Opportunities: business are some point. There is a dollar value associated with a conversation and signs that a deal is in reason. Leads: These are sign ups, web form These will define your deal pipeline. write ins, @mentions, cold calls. Once the salesperson has qualified that this is a real lead, which has the chance to generate revenue, they convert it to an opportunity.