Enhance your sales pipeline analysis for Financial Services

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welcome crm crew my name is nick and in today's quick tutorial i'll be explaining how to use the sales pipeline in salesforce crm so once you log into salesforce you will come to the home screen now in order to use the sales pipeline what we need to do is head over to our opportunities so go to opportunities and then we can go to any particular record on our opportunities page now that as you can see we are currently on the kanban view but if we just change the view to the normal table view and we'll be used to that as you can see we can then go on any particular record that we so wish so for example i'm going to use the crm crew opportunity and this is where we can use the sales pipeline now in each stage of the pipeline different fields are required to be filled in so the qualification stage we have closed date description and budget confirmed now i must stress that sales pipelines will change especially if you've had your system customized it is not going to look um probably even remotely similar to the standard setup that salesforce provides but the principles do remain fields need to be filled in per different stage so as you can see here we get a budget confirmed tick or not and we can edit that using the pencil marker just press tick and then press the save button and then as we move along the stages of our sales pipeline all we need to do is just tick on the next stage so we or the other option is i suppose you could mark stage as complete and then you'd move on to the next stage so as you can see we're now on the needs analysis stage of this particular record and we need to work out the amount at the close date and whether discovery has been completed so let's say we've worked out the amount of 10 000 and discovery date has discovery has been completed as well sorry and we've also got a close date now do and do bear in mind that anything with a red asterix by it means it's business required that means that you cannot move from this particular stage to the next stage without it containing data or containing information so once you've filled out the relevant information press mark stage as complete and you'll continue moving along these stages and the sales pipeline so again you've got the amount the close date has the roi analysis being completed you can tick or you can actually leave that given that that is not business required so let's say we mark this stage as completed and then we get to the final stages of the negotiation and you may if given that this may be a custom system that you're using have different fields that need to be filled in at the various different stages now we can mark stage as complete we are at the final stage so we then need to close the opportunity so this is going to be the same for everyone using the drop down menu we can select the status of the closed opportunity we can either close this stage we can either close this opportunity as one or we can close this opportunity as lost now they obviously mean whether the business is being won or the business has been lost we want to of course be clicking the closed one so if we do we just press that option press save and then this this opportunity will be closed as one and that sale would have been created and then from there you need to go through the various different changes and whatever you need to do your what your processes are as a business now you also can change this so you can press change close status now let's say unfortunately the um sorry trade yeah change close stage so unfortunately if the sale was actually lost we can just change it to close lost press save and as you can see these stages have been changed and this has been marked as closed lost now on this stage you can in fact put a lost reason so maybe you lost competitor no budget loss funding press the save button and that will be set on to that particular record and again if we go back to close one press save you will have different uh information on the left that you may need to fill out as well and once you've done that that is i suppose how to use the sales pipeline in salesforce crm i hope this video has clearly explained how to use the sales pipeline in salesforce crm if you do have any further questions please drop me an email my details are in the description below otherwise thank you very much for watching and i'll see you shortly in the next video thank you and goodbye