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Deals & Forecast

Discuss Deal View, Deal Pipeline View, and Forecast

  • 4 Topics
  • 6 Replies
4 Topics
miminoto
Lofter
miminotoLofter
posted in Deals & Forecast
Takeaways from our first Admin Essentials session on Salesloft Deals!

Salesloft Deals is an opportunity management tool that integrates seamlessly within your sellers workflow's - helping increase team efficiency and effectiveness within their sales process.In the first Admin Essentials session on Deals, our very own Matthew Wakefield and Margaret Caswell discussed the intricacies of configuring the Salesloft Deals platform for Salesforce users. They delved into features such as the pipeline view, deal status, and buying groups, highlighting how these tools integrate into daily workflows to enhance productivity and streamline opportunity management.Throughout the session, they provided insights on optimizing deal tracking and leveraging analytics for improved sales processes.  Here are some key moments we took away from this session:The Salesloft 'Deals' platform is designed to streamline opportunity management for sales reps by integrating it into their daily tasks and providing a clear pipeline view. The platform offers features like inline editing and

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miminoto
Lofter
19 days ago
M
Champion
mjormitchChampion
posted in Deals & Forecast
New Business Forecasting with Deals, Pipeline Review and Forecasting

I’ve been focusing on supporting sales managers to use Salesloft to revolutionize their pipeline calls. However, this is a new tool. The sales team recently went through MEDDIC training and I’m curious if anyone has ideas on how I can bridge the gap to better help the team. They keep their pipeline calls private, so I run independent training with the sales managers. 

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RachelFoster
Lofter
1 month ago
SWaldman
Discussions Moderator
SWaldmanDiscussions Moderator
posted in Deals & Forecast
Customizing Your Pipeline View in Deals

As a Customer Success Manager here, we don’t own the renewal process however we are really close to customers and if there is any risk on an opportunity. I wanted to share one way our team uses Deals/Pipeline View to help communicate the health and risk of our renewals, and set our Renewals team up for success, By pulling in required fields—Best Case, Worst Case and Expected Values along with our CS Next Step Notes field - we created a more streamlined and informative dashboard for Managers and Executives. Here are a few reasons why this approach could be a game changer for our team: Increased Clarity: Having these fields visible in the Pipeline view allows us to quickly assess the status of each deal at a glance and we only need to update the information that matters. We can also easily identify which renewals need immediate attention and which ones are on track. Improved Accountability: By us all using this shared dashboard it encourages our team to keep the data updated and accura

580
SWaldman
Discussions Moderator
1 month ago
Alice Bedford
Discussions Moderator
Alice BedfordDiscussions Moderator
published in Deals & Forecast
Will your deal close?

Alice here, a Senior Customer Success Manager in EMEA! I’ve been with Salesloft for two years but my background has mainly been sales.  How often do you ask your team, how confident are you that this deal will close? I know in my previous sales career, I was asked this alot.  Tired of asking the same questions when reviewing team pipelines? I’d recommend having a look at our deal gaps.  Deal gaps are a great way to identify leading indicators of pipeline health. We will then assign color coded numbers to notify you of whether your Deal is healthy or not.  Salesloft uses deal gaps such as how many stakeholders are assigned to this deal? & when was the last activity associated with this deal? I’d love to hear what your deal gaps would be? Comment below 

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Alice Bedford
Discussions Moderator
3 months ago
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