Coaching Your Sales Team in Salesforce.com – Demand What’s Next
One of the best, and least utilized, OOTB (Out-Of-The-Box) features within Salesforce.com is the Next Step field on Opportunities. It asks each Opportunity Owner for a simple phrase or sentence that identifies what is the next step in closing the deal. In coaching Sales reps, we love to see the Next Step field displayed on all Views and Reports, and even made required on the Opportunity Layout… or better yet, required (via Validation Rule) to be updated upon each change of Opportunity Stage. This provides sales management a way to help steer their sales execs on the path toward their best-practice route to closing deals.
And besides, if a rep can’t clearly identify the Next Step, is the deal really still in play?
David’s role as Chairman & Chief Digital Evangelist is centered around driving meaningful client engagement and business development. The key to this is serving as an advisor to OpFocus’ SaaS clients as they scale their revenue operations and embrace digital transformation.
In his early career, David worked in IT and operations for software companies, developing an interest in CRM, marketing automation, and analytics while building out systems, processes, data, and reporting for the business teams he supported. He earned a Masters in Software Engineering and credits a Harvard summer class in database management for opening his eyes to what systems could do to support operations. In founding OpFocus in 2006 David took another step toward focusing on business operations, seizing on Salesforce’s vision and never looking back.
David is a frequent speaker at Salesforce and Salesforce community events around the world, mentors through the Trailblazer Mentorship Program hosts Dashboard Dōjō, and serves as a Platform Champion and a Pi-TaP board member. Due to his involvement in the trailblazer community, David’s recently been awarded the position of Salesforce MVP!
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