How to Fix Salesforce Pipeline Accuracy Without More Meetings (Salesforce CRM) скачать в хорошем качестве

How to Fix Salesforce Pipeline Accuracy Without More Meetings (Salesforce CRM)

Salesforce CRM pipeline accuracy guide for teams asking what is Salesforce CRM and how to use Salesforce CRM better. This Salesforce training walkthrough helps Salesforce beginners and Salesforce admin teams use automation and AI in CRM to keep CRM data clean, improve forecasting, and run Salesforce without adding more meetings. Get started with Momentum: https://www.momentum.io/get-started Timestamps: [00:00] Intro: Why Pipeline Accuracy Really Falls Apart [01:11] The 5 Pillars of Pipeline Improvement [01:36] Why Pipeline Becomes Unreliable (The Data Police vs. Sales Reps) [02:29] The Problem with Subjective Opinion and "Rosy Colored Glasses" [03:55] Why "More Meetings" Don't Fix the Root Cause [04:36] Internal Friction: The Human as the Only Source of Data [06:08] How Automation Changes Pipeline Immediately [06:40] Using Smart Clips for Automated Enablement [07:44] Weaponizing "Voice of the Market" Data [08:14] The Value of Real-Time Nudges and Guardrails (Slack/Teams Integration) [09:26] Process Enforcement Without Slowing Down Reps [10:13] Automated Coaching: Using AI to Nudge Missing Metrics [11:30] Objective vs. Subjective Forecasting [12:03] Outro & How Momentum.io Solves the Admin Burden