Opportunities

Salesforce CRM Sales is the single spot for updating deal information, recording customer interactions, tracking competitors, and even learning about deals similar to the ones you’re working. You’ll know at a glance everything that's happening with that critical deal.

 

Stay informed and up to date

With Salesforce CRM Sales, you’ll track all opportunity-related data including milestones, decision makers, customer communications, and any other information unique to your company’s sales process. You can schedule automatic email reminders to keep teams up to date on the latest information.

Identify issues early

You’ll easily analyze your sales pipeline so you can quickly identify and eliminate any bottlenecks in the sales cycle or determine the cause of downgraded sales opportunities.

Tailor your CRM to match how you sell

Standardize your selling process throughout your organization by customizing Salesforce CRM to support your unique opportunity management process. You can also integrate sales methodology applications from the Force.com AppExchange.

Incorporate product-level information

In Salesforce CRM, you can track product-level information on each sales opportunity, including quantity, standard price, quoted price, and product codes. Set up revenue and quantity schedules to mirror payment and delivery terms.

Keep an eye on the competition

You can track competitors and key competitive issues on each deal right in Salesforce CRM. You can even roll up competitive data in win-loss reports to understand trends and emerging threats.

Learn from your colleagues

Sales reps could amplify their success if only they could easily leverage the team’s collective sales wisdom. With Salesforce CRM’s opportunity genius, you can find opportunities similar to the deals you’re working and get insights and tips from the reps who closed them.