So there is a top level given target number and in order to reach this number I would break it down into:
1: open pipeline/Forecast (thats already in SF and also manageable via forecast tab)
2:addition sales/upsell on installed accounts (assessment/goal of sales reps on which account she/he can gain how much additional business ->not yet in Salesforce)
3:difference between (open pipeline + additional sales) - top level target ->this needs to be bridge by bringing in totally new unknown business (also not yet in in Salesforce)
How would you manage 2 and 3 in Salesforce?
Thanks,
Philipp
4 Antworten
thanks for that interesting input Tom. was thinking more something out of the box of salesforce or appexchange....
since we also do not have an ERP at the moment....
maybe some others have expierences to share?
