Overvejelser i forbindelse med opsætning af salgsmetodologi
Gennemse vigtige overvejelser, før du opsætter en salgsmetodologi.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig med Sales Cloud i: Enterprise, Performance og Unlimited Edition
Tilgængelig med omsætningsdata, som er tilgængelig mod en merpris i: Enterprise og Unlimited Edition
Generel overvejelse
Beslut, hvilken metodologi der skal bruges. Du kan kun aktivere en metodologi ad gangen, så vælg den, der passer til din forretning.
Gennemse dine eksisterende salgsmulighedsdata. Aktivering af funktionen føjer metodologifelter til alle åbne salgsmuligheder.
Juster dit salgsteam på scoringsstandarder. Sælgere skal vide, hvordan de skal score felter (lavt, medium, højt), før du aktiverer det.
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Indlæser
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