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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