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Opportunity Genius

  Tap into the Collective Wisdom of Your Sales Organization
  • Find opportunities similar to the deals you’re working and reach out to the reps who closed them
  • Leverage what your organization’s already learned about selling deals like yours
  • Configure how Salesforce CRM searches for similar deals to ensure the ones we find are tuned to your organization
Successful sales organizations share and internalize best practices to make sure every rep is armed with the knowledge needed to close their deals. Reps can use Opportunity Genius to reach out to each other directly and learn from the experience of their colleagues.
  • Search based on the fields you filled out on your opportunity.
  • Admins can tune the matching criteria to fit your sales organization.
  • Bookmark similar opportunities against your own to track these reference deals as yours progresses.
Note: Not automatically visible. Feature is enabled, but requires some setup.

(Available for Enterprise and Unlimited editions)


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