What is PLS
Prospect Lifecycle stages in Salesforce is a powerful process that allows sales teams to track and manage their prospects throughout the buying cycle. It gives you a clear and detailed view of where each prospect stands in the buying cycle, from initial interest to closed deal, and everything in between.
Benefits
Clear Visibility
It provides a clear and detailed view of where each prospect stands in the buying cycle, making it easy to identify where you need to focus your efforts.
Improved Sales Performance
With Prospect Lifecycle Stages, you can track key metrics such as conversion rates, stage velocity, and time to close, giving you valuable insights into your sales performance.
Better Decision Making
By providing a clear view of the sales pipeline and tracking key metrics, Prospect Lifecycle stages enables sales teams to make more informed and data-driven decisions.
See how it's done
Throughout the course, participants can follow the building of Prospect Lifecycle Stages in a Salesforce environment.
Replicating the steps are easy, but participants do need to be familiar with Salesforce.
Need some help?
If you need some help setting up Prospect Lifecycle Stages in your organisation, book some time with us to see where we can help.
Playbooks
