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Considering all the decisions you have to make in setting up a CRM, closely aligning your sales process with your stages should be at the top of your priority list. In a healthy pipeline, the two will work together to help your entire team communicate effectively. Alignment also helps sales managers efficiently oversee the sales process, pipeline and staff.

Regardless of which CRM application you use, some denotation of deal status will exist. You may just need to dig your way through the jargon to get there. For example, Hubspot CRM calls this “Deal Stage,” while Salesforce.com just calls it “Stage”. Either way, it's important not only to understanding the role of a stage, but also to make sure it's clearly defined.

One of the main decisions an Executive has to make regarding Salesforce.com is who is going to implement and support your solution. I have been in this space since 2001 and, in general, I see two different types of implementation partners: firms that lead with tech and firms that lead with consulting. The question is, which is right for you?

When Salesforce began in a San Francisco apartment 18 years ago, who would have imagined that today more than 150,000 customers would trust Salesforce to drive sales, service, marketing, and more every single day? In fact, every month, our customers facilitate more than 50 billion interactions powered by Salesforce.