Sales

Opportunities stuck in stage

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1. Opportunities stuck in stage NEVER LET AN OPPORTUNITY STAY IN A STAGE FOR TOO LONG. WELCOME ã THE ISSUE ã THE SOLUTION ã OPTIONS 2. You might have a couple of…
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  • 1. Opportunities stuck in stage NEVER LET AN OPPORTUNITY STAY IN A STAGE FOR TOO LONG. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 2. You might have a couple of opportunities that don’t get as much love as they deserve. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 3. An opportunity should constantly move, otherwise it might loose momentum. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 4. Have a next step planned and do not let it stay in the same stage for too long. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 5. LET US PRESENT: Opportunities 
 stuck in stage WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 6. Decide which stages you want to see, and how many days you allow them to be in a certain stage. Brisk will show you opportunities that you haven’t acted upon in time. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 7. Every section shows you opportunities that haven’t moved the way you want them, sorted by stage. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 8. Click within this area to get more details WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 9. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Click to edit stage Click “Read more” to get more details Change close date
  • 10. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Click here to get to the account view
  • 11. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Search company on LinkedIn
  • 12. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS See future tasks
  • 13. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Edit stage
  • 14. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Change close date
  • 15. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Fill in next step
  • 16. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Add or edit the description
  • 17. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS See old activities
  • 18. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Add tasks, log calls, or book meetings
  • 19. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Add more fields here
  • 20. Decide which stages you want to see, and how many days they can stay in the same stage before they pop up. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 21. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Go to options to modify the list to your needs.
  • 22. Choose how long an opportunity can stay in the same stage. You can set the same number on all stages, or specifically by stage. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 23. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Set the same number on all stages
  • 24. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Set the same number on all stages
  • 25. Some stages need a bit more time than others. We recommend to use stage specific thresholds! WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 26. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS This number of days will apply to all of the opportunities that you don’t choose specifically
  • 27. This number of days will apply to all of the opportunities that you don’t choose specifically WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 28. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Opportunities will show up according to the stage specific thresholds
  • 29. In  this  example  opportuni1es  that  has  been   in  stage  “Prospec1ng”  will  show  up  a9er  4   days.  Opportuni1es  in  “Qualifica1on”  will   show  up  a9er  2  days,  and  “Needs  analysis”   a9er  5  days.   All  other  stages  will  trigger  a9er  3  days. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Opportunities will show up according to the stage specific thresholds
  • 30. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Then set the order
  • 31. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Then set the order
  • 32. Never let an opportunity go cold again. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 33. FOR SALESFORCE.COM FOLLOW US ON SOCIAL MEDIA OR VISIT OUR WEBSITE BRISK.IO
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