Ganancia y pérdida de la oportunidad de la pista


El seguimiento de las razones de porque sus clientes potenciales deciden comprar o no comprar le ayudará a perfeccionar sus ventas y estrategia de marketing. Le permitirá abordar proactivamente objeciones comunes (razones de pérdida) y reforzar sus puntos fuertes (razones de ganar) a lo largo del proceso de consolidación y conversión. También puede ayudarle a recopilar información que puede llevar a cambios en el producto y / o servicio que harán que su empresa sea más atractiva que su competencia. Los datos de ganancia / pérdida se almacenan en registros de oportunidades individuales y se pueden usar en búsquedas de oportunidades (CRM> Oportunidades).

Instrucciones paso a paso

1 - Vaya a CRM> Configuración en el menú principal de navegación.

2 - Haga clic en Valores predeterminados de oportunidad en el menú de configuración.

3 - Seleccione su Win Stage en el menú desplegable e ingrese una lista de razones que le permitan conocer el porque ganó esa venta (puede agregar más adelante.)

4 - (Opcional) Seleccione Sí para requerir una razón de ganancia cuando una persona de ventas traslada la oportunidad al escenario Ganado.

Cuando un representante de ventas mueve un registro de oportunidad a esta etapa, las razones de ganar aparecerán en el registro de oportunidades. Si necesita una razón para ganar, el representante de ventas no podrá guardar la oportunidad hasta que seleccione una razón de la lista.

5 - Seleccione la etapa de pérdida en el menú desplegable e ingrese una lista de razones de pérdida (puede agregar más adelante.)

6 - (Opcional) Seleccione Sí para solicitar un motivo de pérdida al pasar la oportunidad a esta etapa.

7 - Clic en Guardar


  1. oprol evorter

    Great info and straight to the point. I am not sure if this is actually the best place to ask but do you guys have any thoughts on where to get some professional writers? Thx 🙂


    I’m gone to say to my little brother, that he should also pay a
    visit this weblog on regular basis to obtain updated from most recent news.

  3. ps4 games

    Hey! This is kind of off topic but I need some help
    from an established blog. Is it tough to set up your own blog?
    I’m not very techincal but I can figure things out pretty fast.

    I’m thinking about making my own but I’m not sure where
    to begin. Do you have any points or suggestions? Many thanks

  4. quest bars cheap

    Hi there it’s me, I am also visiting this site regularly, this web page is actually fastidious and the users are genuinely sharing good thoughts.

  5. quest bars cheap coupon twitter

    I used to be suggested this web site by way of my cousin. I
    am not positive whether or not this post is written by way
    of him as nobody else understand such designated about my trouble.
    You are wonderful! Thank you!

  6. quest bars cheap

    Today, I went to the beach front with my kids.
    I found a sea shell and gave it to my 4 year old daughter
    and said «You can hear the ocean if you put this to your ear.» She put the
    shell to her ear and screamed. There was a hermit crab inside
    and it pinched her ear. She never wants to go back!

    LoL I know this is entirely off topic but I had to
    tell someone!

  7. ps4 games

    Its such as you learn my mind! You appear to grasp a lot about this, such as you wrote the e book in it or something.
    I believe that you just could do with some p.c.
    to pressure the message house a bit, however instead of that, that is fantastic blog.

    A fantastic read. I will definitely be back.

  8. ps4 games

    After I originally left a comment I seem to have clicked the -Notify me
    when new comments are added- checkbox and from now on whenever a comment is added I receive 4 emails with the exact same comment.
    Perhaps there is a means you are able to remove me from that service?

  9. ps4 games

    A motivating discussion is definitely worth comment.

    I do think that you should publish more on this topic, it may not be a taboo matter but generally people do not discuss these issues.
    To the next! All the best!!

  10. quest bars cheap

    This post is actually a fastidious one it assists new net viewers, who are wishing in favor of blogging.

  11. quest bars cheap

    I really like your blog.. very nice colors & theme.

    Did you create this website yourself or did you hire someone to do it for you?
    Plz reply as I’m looking to construct my own blog and would like to know where u
    got this from. thanks

  12. mobile legends hackers

    This design is spectacular! You most certainly know
    how to keep a reader amused. Between your wit and your videos, I was almost moved
    to start my own blog (well, almost…HaHa!) Excellent job.
    I really enjoyed what you had to say, and more
    than that, how you presented it. Too cool!

  13. ps4 games

    You made some good points there. I looked on the internet for
    additional information about the issue and found
    most people will go along with your views on this web site.

  14. ps4 games

    What’s up Dear, are you truly visiting this web page regularly, if so after
    that you will definitely obtain pleasant knowledge.

  15. coconut oil

    Hi colleagues, fastidious piece of writing and good arguments commented here, I am really enjoying by these.

  16. coconut oil

    Fantastic beat ! I would like to apprentice while you amend your
    web site, how could i subscribe for a blog site?
    The account helped me a acceptable deal.
    I had been a little bit acquainted of this your broadcast provided
    bright clear idea

  17. free trial

    Howdy! This post could not be written any better! Looking at
    this article reminds me of my previous roommate! He continually kept talking about this.
    I am going to forward this article to him. Pretty sure he’s going to have a good read.
    I appreciate you for sharing!


    Greate post. Keep writing such kind of info on your page.
    Im really impressed by your site.
    Hello there, You’ve performed a fantastic job. I’ll certainly
    digg it and in my opinion recommend to my friends.
    I’m sure they will be benefited from this web site.


    Heya! I just wanted to ask if you ever have any trouble with hackers?
    My last blog (wordpress) was hacked and I ended up
    losing several weeks of hard work due to no back up.
    Do you have any methods to prevent hackers?

  20. sling tv

    You can certainly see your enthusiasm in the article you write.
    The arena hopes for more passionate writers like you who aren’t afraid to
    say how they believe. Always go after your heart.

  21. sling tv

    Everything is very open with a very clear explanation of the issues.
    It was definitely informative. Your website is very useful.
    Thanks for sharing!

  22. sling tv

    Hi there, i read your blog from time to time and i own a similar one and i was just wondering
    if you get a lot of spam remarks? If so how do you prevent it, any plugin or anything you can suggest?
    I get so much lately it’s driving me mad so any support
    is very much appreciated.

  23. sling tv

    Pretty component to content. I just stumbled upon your weblog and in accession capital to assert that I
    acquire in fact loved account your weblog posts.
    Any way I will be subscribing in your feeds or even I achievement
    you get admission to persistently rapidly.

  24. sling tv

    Undeniably consider that that you stated. Your favorite justification appeared to
    be at the web the easiest factor to have in mind of.
    I say to you, I certainly get irked whilst other people consider worries that they plainly don’t know about.
    You controlled to hit the nail upon the highest and outlined out the
    entire thing with no need side-effects , folks could
    take a signal. Will probably be back to get more.

  25. sling tv

    What’s up, its good post about media print, we all be aware of media is a impressive source of facts.

  26. sling tv

    I must thank you for the efforts you have put in penning this website.

    I’m hoping to check out the same high-grade content by you in the future as well.

    In fact, your creative writing abilities has inspired me to get my own, personal
    blog now 😉

  27. where to buy fleck 5600sxt

    Thanks for the good writeup. It in fact was once a amusement
    account it. Glance complicated to far added agreeable
    from you! However, how can we communicate?

  28. fleck water softener systems

    Howdy! This is my first comment here so I just wanted to give a
    quick shout out and say I truly enjoy reading your blog posts.
    Can you recommend any other blogs/websites/forums that deal with the same subjects?

  29. where to buy fleck 5600sxt

    It’s genuinely very complicated in this active life to listen news on TV, therefore I
    simply use world wide web for that purpose, and take the
    latest information.

Tu dirección de correo electrónico no será publicada. Los campos obligatorios están marcados con *