Salesforce Pipeline Review is transforming the approach sales leaders and their teams utilize to oversee their sales pipeline within Salesforce. Equipped with a contemporary and user-friendly interface, along with an abundance of AI-generated insights, you can elevate your visibility and authority over your pipeline.
This article will delve into the specifics of what Salesforce Pipeline Review entails, its target audience, notable features, and how to kick off your journey.
Salesforce Pipeline Review introduces a fresh perspective for sales managers and their teams to visualize and handle their sales pipeline within Salesforce.
An integrated overview of pipeline metrics, opportunities, weekly fluctuations, AI-driven insights, forecasts for closing dates, and activity insights.Salesforce
Three core components contribute to the fabric of Pipeline Review:
Pipeline Review can blossom into the perfect ally for sales managers, furnishing essential insights into an individual representative’s (or team’s) projections for a specified period.
The advantages encompass:
Nonetheless, Salesforce Pipeline Review isn’t solely reserved for managers! It furnishes an interactive and user-friendly interface that augments user acceptance among all sales users.
Bid farewell to constructing copious reports, shifting between tools, or scrutinizing deals with a unified Salesforce dashboard. This dashboard facilitates intricate filtering, dispenses insights, and underscores crucial modifications.
Once configured, users can access this function via the Opportunities tab by selecting “Pipeline Review”.
Swift filters simplify the utilization of Pipeline Review. Merely designate your period, team, or user, alongside other desired filters.
You can then click on any of the pipeline metrics to zero in on Opportunities matching that metric, such as showcasing Opportunities that have appreciated in value.
Pipeline Review is furnished with two predefined metric segments:
To monitor your vital deals, you can personally label up to 200 Opportunities as crucial. Subsequently, filter the list to exclusively view your significant opportunities for the chosen period. You can also manage your roster of important opportunities in the “My Important Opportunities” view via the pipeline views dropdown.
To promptly identify Opportunities that have been altered, recent changes occurring in the past seven days are highlighted. Adjustments to amounts, closure dates, projection categories, and stages are accentuated with red and green text alongside arrows.
For instance, when the Opportunity Amount is raised, it will be highlighted in green with an upward arrow.
Similarly, if the Opportunity Amount decreases, it will be highlighted in red with a downward arrow.
If the field labeled “Next Step” has not been updated in a week or more, a red clock icon will be displayed.
Keeping in contact and updating the Opportunity is often crucial for a successful deal. The Pipeline Inspection feature provides valuable statistics, including:
You can efficiently update the Opportunity by using the inline editing feature. This allows you to modify the Opportunity Amount or Close Date. Unlike traditional list views, you can perform inline edits without filtering the list to a specific record type first.
The Einstein Opportunity Scoring function in Pipeline Inspection categorizes an Opportunity as “High,” “Medium,” or “Low” instead of displaying individual scores.
These categories are color-coded for quick identification of the win likelihood.
Green arrows signal an increase in scores, while red arrows indicate a decrease. Hover over the Opportunity Score to view additional details.
Users can access additional information by clicking on the Einstein icon, providing valuable insights to aid sales representatives. The “Overview” section offers in-depth insights into specific deals, indicating areas requiring more engagement or additional meetings. Opportunities needing attention are highlighted if they are stagnant in the Opportunity Stage, lack sufficient activities, or have open Cases.
The Activity section in the insights panel displays a concise activity timeline and counts various activity types. Users can take action directly from this tab by logging activities or sending emails. If you have Revenue Intelligence, you can also view relevant excerpts from past video and audio call transcripts using Einstein Conversation Insights.
The “Involved Parties” section shows external contacts and internal team members actively engaged in the deal, detailing their roles, activity involvement, and providing an option to add contacts to the opportunity if their roles are not yet designated. To utilize this function, enable Activity 360 Reporting within Einstein Activity Capture.
With Revenue Intelligence, you can also access the Flow Chart.
Salesforce Pipeline Inspection is included with Performance, Enterprise, and Unlimited editions. Additionally, it can be enabled with Revenue Intelligence, available at an extra cost for Enterprise and Unlimited editions.
From a setup perspective, enabling Pipeline Inspection is a straightforward process – admins can activate it with a single click. Clear instructions will guide you through the necessary steps, ensuring a successful setup. A brief three-minute instructional video is also provided at the top.
Pipeline Inspection introduces an exciting feature for sales professionals, enhancing user engagement and improving efficiency and accuracy in sales pipeline forecasting. This feature is bound to become a favorite among sales managers and their teams.
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