Proposal Development and Sales Pipelines

Abstract

In the previous chapter, we reviewed and studied the data aspect of Salesforce that includes data export, mass delete, native integration, duplicate management, and state and country picklist enablement process. We briefly discussed D&B Hoovers and Informatica Cloud from a Salesforce perspective. What does the sales pipeline look like today? How should you structure your proposals? How can you manage your pipeline and proposals? We will investigate these questions in this chapter. The last question can be answered right now: With Salesforce and other applications, you can create proposal templates and utilize proposal automation. You can track and generate reports on your sales pipeline. The following topics will be covered in this chapter: