How to: Sales Cloud: Get the Most out of Forecasting

Overview

Recorded in October 2021. In this video, we’ll provide an overview of forecasting and why it is crucial to the sales process. You’ll learn about Collaborative Forecasting basics: forecasting types, setup, best practices, and considerations. You’ll also get an understanding of how your reps are managing their pipeline and framework for forecasting. Check out our entire expert coaching catalog here: sfdc.co/expertcoachingportfolio