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Visual Process Manager
With the Sales Cloud, your organization's efficiency and consistency both get a big boost. Now you can get greater control over routine activities, eliminate redundant tasks, automate approvals, and experience widespread adherence to your business processes. Suddenly, nothing impedes the momentum of your sales efforts.
Automate any sales process
Design and automate any process including quotes, product configuration, telesales scripting and sales methodologies. Salesforce CRM.
Streamline the approval process
You can set up simple or sophisticated approval automation for virtually any process, 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 and assign tasks when workflow rules are triggered. The result: the right person on your team can respond more efficiently.
Define territories for optimal coverage
You’ll finally eliminate confusion over account ownership when you easily define, administer, analyze, and change sales territories in Salesforce CRM. A really complex sales org? No problem. Constantly shifting territory boundaries? Change them in a snap.