Opportunities stuck in stage

Feb 12, 20150 likes666 views

The document discusses how opportunities can get stuck in certain stages and provides a solution to track opportunities that have not progressed past certain stages. It recommends setting thresholds for the number of days an opportunity can remain in each stage before it will appear in a report. This allows users to view opportunities that have not met the set timeline so they can take action and move the opportunity to the next stage. Stage-specific thresholds can be set to allow more or less time in certain stages.

Opportunities stuck in stage
NEVER LET AN OPPORTUNITY STAY IN A STAGE FOR TOO LONG.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

You might have a couple of
opportunities that don’t get as
much love as they deserve.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

An opportunity should
constantly move, otherwise it
might loose momentum.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Have a next step planned and
do not let it stay in the same
stage for too long.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

LET US PRESENT:
Opportunities  
stuck in stage
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Decide which stages you want to
see, and how many days you allow
them to be in a certain stage. Brisk
will show you opportunities that you
haven’t acted upon in time.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Every section shows you
opportunities that haven’t
moved the way you want them,
sorted by stage.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

Click within this area to
get more details
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click to edit stage
Click “Read more” to
get more details
Change close date

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click here to get to
the account view

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Search
company on
LinkedIn

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
See future tasks

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Edit stage

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Change
close date

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Fill in next step

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Add or edit the
description

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
See old activities

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Add tasks, log calls,
or book meetings

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Add more ﬁelds here

Decide which stages you want to see,
and how many days they can stay in the
same stage before they pop up.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Go to options to modify the list
to your needs.

Choose how long an opportunity can
stay in the same stage. You can set the
same number on all stages, or
speciﬁcally by stage.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Set the same number
on all stages

Some stages need a bit more time than
others. We recommend to use stage
speciﬁc thresholds!
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
This number of days will
apply to all of the
opportunities that you
don’t choose speciﬁcally

This number of days will
apply to all of the
opportunities that you
don’t choose speciﬁcally
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Opportunities will show up
according to the stage
speciﬁc thresholds

In ��this ��example ��opportuni1es ��that ��has ��been ��
in ��stage ��“Prospec1ng” ��will ��show ��up ��a9er ��4 ��
days. ��Opportuni1es ��in ��“Qualiﬁca1on” ��will ��
show ��up ��a9er ��2 ��days, ��and ��“Needs ��analysis” ��
a9er ��5 ��days. ��
All ��other ��stages ��will ��trigger ��a9er ��3 ��days.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Opportunities will show up
according to the stage
speciﬁc thresholds

WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Then set the order

Never let an opportunity go cold again.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

FOR SALESFORCE.COM
FOLLOW US ON SOCIAL MEDIA
OR VISIT OUR WEBSITE BRISK.IO

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The document discusses how leads can get stuck in the same status if they are not actively moved along. It recommends not letting leads stay in a status for too long. It then presents the Brisk tool, which helps sales teams keep track of leads that have not been acted on or moved to a new status within a specified number of days. It allows users to customize which statuses they want to monitor and the threshold of days for each before a lead will appear in the Brisk tool as requiring follow up.

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Opportunities stuck in stage

1. Opportunities stuck in stage NEVER LET AN OPPORTUNITY STAY IN A STAGE FOR TOO LONG. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

2. You might have a couple of opportunities that don’t get as much love as they deserve. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

3. An opportunity should constantly move, otherwise it might loose momentum. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

4. Have a next step planned and do not let it stay in the same stage for too long. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

5. LET US PRESENT: Opportunities   stuck in stage WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

6. Decide which stages you want to see, and how many days you allow them to be in a certain stage. Brisk will show you opportunities that you haven’t acted upon in time. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

7. Every section shows you opportunities that haven’t moved the way you want them, sorted by stage. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

8. Click within this area to get more details WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

9. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Click to edit stage Click “Read more” to get more details Change close date

10. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Click here to get to the account view

11. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Search company on LinkedIn

12. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS See future tasks

13. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Edit stage

14. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Change close date

15. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Fill in next step

16. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Add or edit the description

17. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS See old activities

18. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Add tasks, log calls, or book meetings

19. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Add more ﬁelds here

20. Decide which stages you want to see, and how many days they can stay in the same stage before they pop up. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

21. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Go to options to modify the list to your needs.

22. Choose how long an opportunity can stay in the same stage. You can set the same number on all stages, or speciﬁcally by stage. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

23. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Set the same number on all stages

24. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Set the same number on all stages

25. Some stages need a bit more time than others. We recommend to use stage speciﬁc thresholds! WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

26. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS This number of days will apply to all of the opportunities that you don’t choose speciﬁcally

27. This number of days will apply to all of the opportunities that you don’t choose speciﬁcally WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

28. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Opportunities will show up according to the stage speciﬁc thresholds

29. In ��this ��example ��opportuni1es ��that ��has ��been �� in ��stage ��“Prospec1ng” ��will ��show ��up ��a9er ��4 �� days. ��Opportuni1es ��in ��“Qualiﬁca1on” ��will �� show ��up ��a9er ��2 ��days, ��and ��“Needs ��analysis” �� a9er ��5 ��days. �� All ��other ��stages ��will ��trigger ��a9er ��3 ��days. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Opportunities will show up according to the stage speciﬁc thresholds

30. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Then set the order

31. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Then set the order

32. Never let an opportunity go cold again. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS

33. FOR SALESFORCE.COM FOLLOW US ON SOCIAL MEDIA OR VISIT OUR WEBSITE BRISK.IO

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Opportunities stuck in stage

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