Home » Blog » Case Studies » Case Study: Salesforce Opportunity pipeline process is broken

Case Study: Salesforce Opportunity pipeline process is broken

Industry: Commercial Real Estate

Problem: Sales and Sales Operations are having a hard time moving Opportunities along. It seems older workflow automation has not kept up with current needs. And therefore we cannot manage our pipeline.

Solution: Work with Client to understand current sales and sales ops workflow process. Removed outdated fields and automation and configured new automation to reflect current processes.
Results: Opportunities move much faster through the process with increased accuracy and users are more confident in the system.
The Details:
#1 create design document to outline current workflow processes, #2 identify fields and automation to retire, #3 identify new fields and automation to accomplish current process goals, #4 update lightning page layouts and include dynamic display of key information, #5 transform current data to align with new workflow rules.

Dallas CRM can help

Dallas CRM can help you with Salesforce Marketing, Sales and Service Automation.

We are Certified Salesforce Consultants which allows us to provide you with best-in-class CRM features, security, performance and scalability.

Learn about the many ways we can engage with you, to help you make Salesforce a power for positive change in your business.