HOW TO: LEAD GENERATION
The Sales Pipeline in Salesforce
Official Documentation: Track Changes in Your Sales Pipeline
Check out this hands-on tutorial for using historical reports to monitor your company’s sales pipeline.
Official Documentation: How Do I Create a Report to Show a Historical Pipeline View?
View this step-by-step guide to using “As of” option reporting to create a snapshot of your pipeline.
Official Documentation: Calculating the Pipeline and Lifecycle Reports
Understand two different ways to view a marketing funnel — the Pardot Lifecycle Report and the Pipeline Report — in B2B Marketing Analytics.
More Awesome Resources
Quotable Blog: Salesforce’s Inside Secret to Managing Sales Pipeline
What is opportunity management rigor (OMR), and why is it worth the time and effort to develop? Get the inside scoop on one of Salesforce’s secrets to success.
Salesforce Blog: 3 Best Practices for Sales Pipeline Management
Your sales process needs to be flexible enough for your sales reps to feel guided, but not constrained. Learn best practices for developing a great sales process without over-engineering it.
Salesforce Voice Blog: 3 Tips for Successfully Managing Your Sales Pipeline
Sixty-three percent of executives said that their organizations were ineffective at managing their sales pipelines. Get some tips for becoming an effective pipeline manager.
Video: Sales Pipeline Tracking: Learn More About Lightning Experience
Learn how design-led development led us to create our Lightning Experience with your top sales use cases and common CRM challenges in mind.
Video: Sales Pipeline Management: How to Use Sales Metrics to Drive Sales Performance
We did the research, you reap the benefits. Which sales metrics are the most important, which are management red herrings, and which are downright useless?