Salesforce For Account Executives » Week 1 » Opportunity Management In Salesforce

Q: Fill in the blank: Salesforce's free collaboration and communication tool is called _______.

Yes! Chatter is a Salesforce tool that helps sales teams stay in sync with one another and make their workflow even more efficient.

Q: How can sales teams use Chatter to improve communication? Select all that apply.

Yes! With Chatter, you can follow relevant people/groups/records to stay up to date on what’s important to you.

Q: Which of the following best describes what opportunity stages are?

Yes! In Salesforce, opportunity stages represent more specific steps within the sales process (especially the presenting and closing steps) that help sales teams track "in progress" opportunities, or sales deals.

Q: What's the benefit of having detailed opportunity stages? Select all that apply.

Yes! Breaking up the broader sales deal stages into more specific opportunity stages helps AEs better understand where their opportunities really are in the process.

Q: Fill in the blank: An overview of opportunities and the progress an account executive or sales team is making toward closing deals in Salesforce is called a __________. It shows what opportunities are currently being worked on and the value attached to each stage of the opportunity.

Yes! The sales pipeline shows what opportunity stage opportunities are currently in and the value (or dollar amount) attached to each deal at any given opportunity stage.

Q: How and why would an account executive use Salesforce?

Answers may vary, but some key points you might have mentioned include: <br> <br> Account executives use Salesforce in order to track in progress deals, or opportunities, through the various stages in the sales process. They need to know where each of their opportunities are in the process while also following a roadmap to close deals. Salesforce allows them to track all of this in one place so nothing gets lost, and so that they know what to do at each step of the way in order to close deals.