In Salesforce, can set up separate sales processes for each type of sale you make
- Create the opportunity stages needed in the sales process.
- Name the sales process, and select what opportunity stages are included in that particular process.
- Optionally, create an Opportunity page layout specific to the process.
- Create a record type for the sales process. Record types link the sales process to the page layout that goes with it.
Setting up a Sales team
- Build the team and its coordinating capability
- Ascertain specific responsibilities with value affixing
- Measure the output of each sales person and the group.
- Ascertain the value-addition by each campaign in particular periods.
- Compare the actual KPIs with the planned ones and account for the gap.
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