Information Technology

Designing a Sales Process in Salesforce

Do you know the meaning of a sales process? A sales process is a series of repeatable steps that the sales team uses to create the potential of selling a product. The term sales funnel is often used as an alternative term for the sales process. However, as the sales funnel depends on the activity rates, it is different than that of the sales process. While you can build an effective document generation on salesforce, it takes a lot of time and time and effort.

document generation on salesforce

Why Defining a Sales Process is Important?

Defining a sales process is important as it helps the management of the businesses to create realistic forecasts and build realistic methods. A proper realistic process can help the companies to reduce waste and enable them to scale. Previously, the companies used to pay high commissions to the sales staff and let them figure out how they should make the sales process that works. This method makes an accurate prediction about the revenues incredibly difficult.

The document generation on salesforce comes with a lot of necessary tools for implementing a successful sales process. Here are some of the standard sales stage objects of the sales force.


Leads are people with contact information. In this case, you can use the contact information of the person to reach him or her for selling your product. In salesforce, leads have three main sets of standard fields. Contact info, business info and address info. Leads is the section that reflects the success or failures of the marketing efforts of your company. It is one of the major fields that helps in future data analysis.


Accounts are the companies that have some sort of relationship with you. You can set different record types inside the document generation on salesforce depending on the type field. The record types help you to try out different page layouts and allows you to create different processes.


Contacts are the people whom you need to be in touch with. More often than not, the contacts are the people with whom the sales and support team needs to get in touch all the while.

document generation on salesforce


The opportunities section depicts the deal in progress. You should not confuse the opportunities with the leads. The opportunities come with different standard fields that are used in the sales process.

Changing The Sales Stage

Make sure to talk to the sales team before changing the sales stage in your salesforce. The reason is, if you set the wrong stages there will be an astronomical disaster. Here are some of the commonly used sales stages that you can use.

  • Awareness: This is the stage where the prospect becomes aware of the solution you are providing.
  • Interest: In this stage, the sales representative tries to drum up the interest of the customer.
  • Evaluation: In this stage, the customers compare your company to your competitors.
  • Decision: In this stage, customer testimonials and proofs help the potential customer to make up their minds.
  • Negotiation: This is the stage where the sales rep sends a customized quote.
  • Closed: This is the final stage of the process. Here the customer takes action.

All in all, if you are a developer and working for a company that uses document generation on salesforce, you should probably go through the above stages another time. If you know the stages by heart, you will be able to offer proper advice to the sales team as well as admins of your company.

Looking For The Best IT Consultant For Your Business In Toronto?

We all know how outsourcing is the rage these days. Considering the growing burden of work more and more people are outsourcing their work to IT consulting Toronto. Before we get into details let us first know what outsourcing is? Outsourcing is the process of hiring other people/firms to do the work on behalf of the outsourcing firm.

it consulting toronto

Since we are talking about IT services, let us first understand which IT services may be outsourced:

  • Network monitoring, management, and security
  • Data backup and recovery
  • Authentication
  • Data storehouse, warehouse, and management
  • Process execution and enforcement

As we know, technological services are and will always remain an integral part of any firm. It is necessary that all these services are performed by trained professionals. A firm may choose to not outsource their IT requirements but here are few of the many benefits which may change your mind.

  1. Reduce Labour Costs: One of the main reasons why you may be looking for an IT consulting firm in Toronto may be to reduce your labour cost. Not outsourcing and training your own professionals for IT services has its own benefits, agreed. However, the cost of hiring professionals and training them should be first compared to the price of outsourcing the services. More often than not, the latter option will seem more feasible. A firm operating at a small scale may find hiring individuals more feasible, however, for a large scale firm, outsourcing is always a better idea and saves up on huge labour costs.
  1. Reduce IT Expenses: In addition to hiring individuals for performing IT services, you will also have to make expensive hardware and software installations which may cost you a fortune. When you outsource your services, no such installation is required and since these are performed by professionals, you can be assured that your work is in safe hands.

it consulting toronto

  1. You Can Remain Focused On Your Core Business: if your core business isn’t IT-related, it can get difficult for you to handle so many things together. Under these circumstances, delegation is the best thing to do. Delegating the responsibility of IT services by outsourcing them to a professional IT firm will help you focus more on your core business. This way, both your IT services and core business will be equally attended to without getting in the way of each other.
  1. Increase competitiveness: hiring an IT consultant for your IT services will make your firm more competitive and give you the edge over other firms competing in the same business as yours. In this age of technology, being technologically advanced is very advantageous.

These are only a few of the many advantages of outsourcing your IT resources. If you are looking for an IT consulting firm in Toronto make sure you do proper research and take the help of a professional if required. One of the many reasons you may be looking for the best IT consulting firm in Toronto is that you’re looking forward to giving your business the cutting edge that it deserves. So now that you know about the various benefits of outsourcing IT services go ahead and carefully assess whether it is suitable for your firm.