My Custom CRM

Keeping track of your most popular products/services…and your least popular.

Monitoring the popularity of an organization’s products/services is crucial in business. Knowing which products to nurture and push and knowing which products should be abandoned.

But how do you determine the popularity of a product?

Salesforce allows you to attach various products to each opportunity (which could be a quote or an order). You can then run a report to show all of the products that have been a part of a quote/order. To keep track of why a product on a quote did not make it to an order, I recommend getting your sales team into the habit of explaining why a quote did not make it to an order. You can help them do this by creating a custom text field on the opportunity and then including that field as a column in your product report. I also recommend including a chart like a pie chart (either above the report or on a dashboard linked to the report) to paint a picture of the more popular products.

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