How to expedite Sales win rate in Salesforce -- My Salesforce Knowledge Article
Objective: Welcome to this chapter where we would be exploring an approach that can increase sales win rate. Irrespective of a company size, i presume we all have seen Our sales sometimes struggle with their win rate%. As a result Win Rate velocity for Opportunities is uneven. Our Sales rush at the end of their month or quarter to close a lot of deals. As a result of above, our platform could see spike in transactions at the end month/quarter which can sometimes prove detrimental to platform stability. To overcome above situation lets look at Universal Containers usecase below and the approach they took to solve this. Usecase: Universal Builders are seeing many open opportunities being created and not closing on time. These are not encouraging signs for their Sales VP as the company's Win Rate velocity is disrupted. Sales VP intimates this situation to their solution architect, whose design is as below. To ensure an opportunity gets closed on time, they define an expiration