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If you are just getting started in Salesforce, then you know that often times it may be difficult to determine exactly where you are in the pipeline with a client. The answer to this question is rarely black and white. This is where your judgment as a Sales Development Rep comes into play. However, if you’re just getting started, here is a simple way to set up your stage progression that will assist you in determining when and what move you should make next. When using Salesforce, these types of milestones can be a tremendous help in keeping you and your team on the same page.

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Don’t hesitate to contact us if you have any questions or would like to know how Salesforce pipeline stages apply to your business. Stop searching for the knowledge and have it delivered directly to you.



The Sales Quant

About The Sales Quant

A champion of B2B sales and marketing alignment and brand audience development, Jeff is passionate about leveraging content, technology and data to enable challenger organizations to accelerate sales and realize extraordinary growth. As the CEO of Madison, Michigan and Market, and the Publisher of SalesQuants, Jeff is a resource to both Sales Executives and CMOs because he understands the dynamics of their relationship.