Galvin’s Favorite Flows: All-In-One Opportunity and Task Updates

It’s a target account and the sales rep finally hears those magic words—“I’m interested.” Ideally the salesperson could drop everything to focus on the next steps needed to land the deal. But then comes emails, phone calls, weekly reports, sales visits, and countless other to do’s across multiple prospects required for meeting quarterly sales metrics. Updating the Opportunity Stage and capturing tasks quickly takes a back seat. With this Galvin Favorite Flow, that changes. Now sales reps can update both on one screen. Less clicks. Less time. More selling.

A standard Salesforce configuration requires sales agents to update an Opportunity Stage in one place and then log communications and create tasks in another. It’s easy to miss a step, especially when a salesperson has a big workload. Yet having accurate information on where a deal stands, what the latest call covered, or the actions needed next is important. Without them, deals can stall or completely fall through the cracks. 

This Galvin Favorite Flow puts all the fields in one place streamlining the process. A rep simply clicks to update an opportunity. The flow offers an all-in-one screen for logging a communication, modifying close and follow-up dates, creating a task, or setting a new Opportunity Stage. Rather than clicking through multiple places in Salesforce to provide various updates, this flow captures everything in one place. Now reps can complete a process typically taking several minutes in a matter of seconds. 

A simple rule of work is that the less complicated something is, the more likely people are to do it. This flow makes updating opportunities easier than ever. That means more accurate sales projections and data. Equally as important is creating strong follow-up actions on the record. When tasks are clear and timely, sales reps can manage their workloads better. That means focusing on revenue-generating activity more and advancing deals more quickly. This flow makes that straightforward. When a rep finds a hot lead, a simple click lets them capture key information without taking away time from the next big opportunity. 

This makes our Favorite Flow list because sales timesavers are always a big win. Clicks often create complexity. Simplifying the Salesforce update process on a prospect’s progress creates better data integrity, pipeline reports, and task management. The flow also works in other business departments using Salesforce for activity management. 

More sales in less time? To that we can all say, “I’m interested!” 

For more ways Galvin helps clients “go with the Flow,” check out our other Favorite Flows or reach out with a process you need simplified.