Workshop: Define Your Core Hub
Why This Workshop Exists
Salesforce only delivers real results when it reflects your business, not someone else’s.
That’s why we guide you through defining the core elements of your sales process and team access model before anything is locked into your CRM.
This workshop series walks you through three key configuration areas:
Lead Status: How you capture, qualify, nurture, and convert new interest
Opportunity Stages: How your team moves a deal from first conversation to close
Access & Visibility: Who can see and do what in your CRM - from reps to managers
We provide best-practice frameworks, common pitfalls to avoid, and structured prompts to help you design a CRM that’s easy to use, insightful to report on, and scalable as you grow.
What You’ll Do
Each workshop is designed to be self-paced, but you can also complete it with your team or alongside your Accelify Account Manager.
You’ll:
Define each process or access rule in plain language
Map your real-world workflows into CRM terms
Identify gaps, friction points or risks
Finalise a version ready to input into your Setup Wizard
Included Guides
Design Your Lead Lifecycle
Create a clean, clear process for qualifying and managing leads — from cold outreach to conversion or disqualification.
Design Your Opportunity Lifecycle
Structure your deal stages to support forecasting, sales coaching, and accurate reporting.
Define Your Access Model
Structure your deal stages to support forecasting, sales coaching, and accurate reporting.
When You’re Done
Once you’ve completed both workshop guides, you’ll be able to:
Confidently populate the Setup Wizard fields
Explain how your sales process and access structure work to your team
Report accurately on deal flow, win rates, and user activity
Scale your system without rework or access confusion
Need help or want a sanity check?
You can book a review with our team anytime during your onboarding period.