Opportunity Management

Track Deal Progress and Close Deals Faster

Empower your partners with direct access to the opportunities they own, and give yourself real-time visibility into the status of partner-owned opportunities. Opportunity management enables both direct and indirect sales teams to work together to close deals faster, by providing a single place for updating deal information, tracking opportunity milestones, and recording all opportunity-related interactions. Customize Salesforce Partners to fit your channel sales methodologies and processes, making it easier for your channel managers to monitor sales pipelines.

Opportunity Tracking

Centrally track all direct and indirect sales-opportunity-related data, including milestones, decision makers, partners, customer communications, and all other custom information unique to your company.

Sales Methodologies

Standardize your selling process and extend it to your channel partners, by customizing Salesforce Partners to support your unique process or by leveraging standard sales methodologies or custom sales methodologies in Salesforce Partners.


Competitor Tracking

Track the competition with complete visibility into every deal. Roll up competitive data in win/loss reports, to understand competitive trends and emerging threats spanning all sales channels.

Opportunity Analysis

Easily analyze your entire sales pipeline, so you can quickly identify and eliminate any bottlenecks in the sales cycle or determine the cause of downgrades in sales opportunities.