How to Map Your Salesforce Opportunity Revenue Field
Map Salesforce Opportunity Revenue Field When you initially sync your CaliberMind account with Salesforce, CaliberMind automatically makes the association between your Amount field under your Salesforce Opportunity object. If you are using a custom field that is not the Amount field in Salesforce.opportunity. your Org Admin can map that field. Go to: Settings/ Object Mapping/ […]
How Can I Identify High Risk Opportunities?
As a Sales Leader one of the biggest challenges is quickly understanding which opportunities are real, which are not and which are at risk. Often this entails frequent sales reviews and deep dives on the accounts just to surface which opportunities need focus from the team. What if you could pull a report that quickly […]
How to create a list of all Opportunities that have a very low Engagement
Creating a list of contacts is a fundamental task for Marketing and Sales departments. Often marketing and sales not only want to know which accounts are engaged, but also which accounts are NOT engaged. As an example imagine it’s the end of the quarter and your sales team is calling out which opportunities are going […]