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Best Practice of the Week: Keep your Salesforce Opportunities Alive!

By Darren Starr
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Sharks have to keep moving so water rushes against their gills so they can breath. If they stop moving they die. Your opportunities in Salesforce are very similar in that if they don’t receive regular activity from your sales people they’ll die.

Chances are that an opportunity that has sat for a week or two without being contacted is going to die. As a rule of thumb, record at least one activity every week or two if you want to keep the opportunity alive.

If you’re on Salesforce Enterprise Edition or above set up automated work flow to be notified via email if an opportunity is more than X days old and has not been modified. Use the power of Salesforce to improve you chances of winning every opportunity!

Want to receive our list of more than 50 Salesforce best practices? Sign up here. We promise not to share your name with any 3rd parties.

Posted in Cloud Computing, CRM, Enterprise IT, Salesforce Best Practices, Salesforce.com

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