What can the Sales Cloud do for your business? Episode 2

Quotes, Approvals and the Power of Chatter to Close Deals We take an Opportunity from the prospecting stage, build a PDF Quote with just a few clicks, then use the Salesforce1 Mobile App to close the deal.

Opportunities are the sales and pending deals that you want to track. By adding opportunities, you are also building your “pipeline,” which will contribute to your forecast. You can also link opportunities to campaigns to help measure the ROI of your marketing programs. In addition, you can create quotes, which show proposed prices for products and services, from an opportunity.

The Opportunities tab displays a home page that lets you quickly create and locate opportunities. You can also sort and filter opportunities using standard and custom list views. In addition, this tab lets you view and edit detailed information on each opportunity to which you have access.

Check out this brief video from the Salesforce Guy.

With the rapid evolution of technology, Salesforce solutions are ever-changing and improving features. Contact our team for up-to-date information.

Published On: May 20, 2014

About the Author: Paul Selway

Paul is the president and co-founder of Redpath. He works with prospects and customers to help them imagine their future with a Salesforce solution. He was born in England and hails from the Redpath clan in Scotland.

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