{"id":3880,"date":"2023-06-22T22:22:25","date_gmt":"2023-06-22T22:22:25","guid":{"rendered":"https:\/\/dallascrm.com\/?p=3880"},"modified":"2023-06-22T22:35:13","modified_gmt":"2023-06-22T22:35:13","slug":"salesforce-opportunity-pipeline-process-is-broken","status":"publish","type":"post","link":"https:\/\/dallascrm.com\/blog\/case-studies\/salesforce-opportunity-pipeline-process-is-broken\/","title":{"rendered":"Case Study: Salesforce Opportunity pipeline process is broken"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"3880\" class=\"elementor elementor-3880\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1bf3a02 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1bf3a02\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b5d2bbb\" data-id=\"b5d2bbb\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d43f942 elementor-widget elementor-widget-text-editor\" data-id=\"d43f942\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div><p><strong>Industry:<\/strong> Commercial Real Estate<\/p><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d492a47 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d492a47\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2e3a4b0\" data-id=\"2e3a4b0\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ae7532a elementor-widget elementor-widget-text-editor\" data-id=\"ae7532a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div><p><strong>Problem:<\/strong> 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.<\/p><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9c39b99 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9c39b99\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7654d89\" data-id=\"7654d89\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9d0f897 elementor-widget elementor-widget-image\" data-id=\"9d0f897\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"450\" src=\"https:\/\/dallascrm.com\/wp-content\/uploads\/2020\/11\/technology-2082642_1280-1024x576.jpg\" class=\"attachment-large size-large wp-image-3727\" alt=\"\" srcset=\"https:\/\/dallascrm.com\/wp-content\/uploads\/2020\/11\/technology-2082642_1280-1024x576.jpg 1024w, https:\/\/dallascrm.com\/wp-content\/uploads\/2020\/11\/technology-2082642_1280-300x169.jpg 300w, https:\/\/dallascrm.com\/wp-content\/uploads\/2020\/11\/technology-2082642_1280-768x432.jpg 768w, https:\/\/dallascrm.com\/wp-content\/uploads\/2020\/11\/technology-2082642_1280.jpg 1280w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7d3a8c0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7d3a8c0\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-46facfd\" data-id=\"46facfd\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6484f4b elementor-widget elementor-widget-text-editor\" data-id=\"6484f4b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div><strong>Solution:<\/strong> 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.<\/div><div>\u00a0<\/div><div><strong>Results:<\/strong> Opportunities move much faster through the process with increased accuracy and users are more confident in the system.<\/div><div>\u00a0<\/div><div><strong>The Details:<\/strong><div>#1 create design document to outline current workflow processes, #2\u00a0identify 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.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9fda541 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9fda541\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c49f9ec\" data-id=\"c49f9ec\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2917b6e elementor-widget elementor-widget-spacer\" data-id=\"2917b6e\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9bdc6a6 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"9bdc6a6\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-73718eb\" data-id=\"73718eb\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-390877a elementor-widget elementor-widget-template\" data-id=\"390877a\" data-element_type=\"widget\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"section\" data-elementor-id=\"2795\" class=\"elementor elementor-2795\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-53c7f800 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"53c7f800\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-585a9352\" data-id=\"585a9352\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-36e9ac52 elementor-widget elementor-widget-heading\" data-id=\"36e9ac52\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Dallas CRM can help<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3bb3fe2c elementor-widget elementor-widget-text-editor\" data-id=\"3bb3fe2c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Dallas CRM can help you with Salesforce Marketing, Sales and Service Automation.<\/p>\n<p>We are Certified Salesforce Consultants which allows us to provide you with best-in-class CRM features, security, performance and scalability.<\/p>\n<p>Learn about the many ways we can engage with you, to help you make Salesforce a power for positive change in your business.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-65a83938 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"65a83938\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/dallascrm.com\/crm-services\/services-engagements\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon elementor-align-icon-right\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-arrow-right\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t<span class=\"elementor-button-text\"> Learn about Dallas CRM engagement options<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3727,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[28],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Case Study: Salesforce Opportunity pipeline process is broken. - Dallas CRM<\/title>\n<meta name=\"description\" content=\"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.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dallascrm.com\/blog\/case-studies\/salesforce-opportunity-pipeline-process-is-broken\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Case Study: Salesforce Opportunity pipeline process is broken. - Dallas CRM\" \/>\n<meta property=\"og:description\" content=\"Work with Client to understand current sales and sales ops workflow process. 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