6 Recommended Opportunity Stages In Salesforce

This video explains the six opportunity stages used by many of our B2B customers. I’ll walk you through each stage, explain what it means, and describe the exit criteria that define when an opportunity is ready to move to the next stage.

Contact us here to request the free 30-minute consultation I mention in the video:
https://garysmithpartnership.com/cont...

Getting the opportunity stages in Salesforce to reflect your sales process accurately is essential. The benefits include greater visibility of the sales funnel and better pipeline management, and you’ll also get reliable pipeline coverage metrics and better tracking of sales versus target.

Unfortunately, many companies struggle with defining the opportunity stages they should use in Salesforce.

And yet, as you’ll have seen in my other videos, it’s SO important to get it right.

However, if the pre-defined stages are not what you need, the question is, what should the Salesforce opportunity stages be in your business? The answer, for many companies, is the six opportunity stages I recommend in this video.