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Sales operations

Boost your organization's efficiency. Salesforce CRM Sales helps you increase control over routine activities, eliminate redundant tasks, automate approvals, and enforce greater adherence to your processes. With Salesforce CRM, nothing impedes the momentum of your sales efforts.

Sales Cloud™ Datasheet | Gartner’s Guide to SFA Applications

 

 

Regulate your sales processes

Custom rules for workflow management can have triggers based on any business event or period of time. As internal processes evolve, you can quickly and easily modify workflow rules to keep pace with your changing business needs.

 

Streamline the approval process

With Salesforce CRM Sales, you can set up simple or sophisticated approval automation for virtually any sales or business process in your company, such as discount requests or opportunity close approvals. You can even respond to approval requests via email without logging in to Salesforce CRM.

 

Dynamically create and assign tasks

You can set up Salesforce CRM to automatically create tasks when workflow rules are triggered so your team can respond and perform more efficiently. Tasks are dynamically assigned to the right person based on role.

 

Define territories for optimal coverage

With Salesforce CRM, you’ll easily define, administer, analyze, and change sales territories to match your sales organization, no matter how complex or how frequently it evolves. You’ll finally eliminate confusion over account ownership.

 

Get visibility into indirect sales channels

Imagine getting a complete view of your company's entire sales pipeline, including indirect channels. Salesforce CRM makes it a reality. For a more complete solution for managing your channel partner programs, integrate Salesforce CRM Sales with Salesforce CRM Partners.