Most companies change their Sales stages a few times as they grow. This may be sparked by the arrival of a new CRO, the addition of new products, or a need to support a new sales motion. Making the corresponding updates in Salesforce doesn't have to be daunting.
In this webinar, our partners at OpFocus break down this project into a four phases: Planning, Feature Selection, Buildout and Test, and Migration. We will demonstrate the various features available to reinforce our chosen methodology using Salesforce's newer Lightning interface (though the majority of the concepts apply to the older Classic interface as well).
Planning
Define stages, milestones, required fields and guidance text
Map old Stages to new
Capture win/loss reasons
Feature Selection
Review Lead and Opportunity Settings
Define Stages
Record Types and Sales Stages Processes
Custom Fields
Field Dependencies
Validation Rules
Path
Celebrations
Buildout and Test (in Sandbox)
Make Updates to an existing Sales Stages
Create a Renewal Opportunity Process using new Stages, Record Types, Path, Validation Rules
Create a Path with Celebrations
Migration
Backing Up Opportunities
Updating Stages and Migrating Values
Deploy from Sandbox
Test
There will be time for Q&A at the end of the presentation.
