Activity Forums Salesforce® Discussions Why do we sell Salesforce opportunity as a team?

  • shradha jain

    Member
    August 21, 2018 at 7:42 am

    Hello Anurag,

    Salesforce Opportunity Teams can be beneficial for you. Companies can use it to allow multiple people work on an opportunity, set their roles and grant individual access rights to each team member. By enabling Salesforce Opportunity Teams, companies can clearly define responsibilities for each sales rep as well as eliminate duplicate opportunity records.

    Using Salesforce Opportunity Team doesn’t guarantee that a company will be able to build a team sales culture. A company may need to bring in Salesforce consulting experience to effectively use advantages brought by a team. For example, some Salesforce consultants offer to replace the concept of “owner” inside the Opportunity Team with words like “primary” or “lead”. Though this update will require very little Salesforce customization, it may increase your team’s enthusiasm and their willingness to provide input into an Opportunity.

    Thanks.

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