Ravienta Pty Limited

Category: <span>Salesforce Optimisation</span>

Your Salesforce Stages Are Not a Sales Process

Opportunity stages can organise the pipeline, but a dropdown list does not explain how customers buy, what evidence matters or what sellers should do next.

Your Salesforce Org Is Carrying Decisions Nobody Remembers Making

Almost everything in your Salesforce org was added for a reason. A field was created for a manager who needed a report. A validation rule was added after somebody entered the wrong value. An approval step was introduced for a product the company no longer sells. An automation was built to solve a problem during […]