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Opportunities & Quotes
Opportunities show you the most important details about the big deals your teams are working on, like how much each opportunity is worth, who you're competing against, what the expected close date is, and what stage the deal is in. With opportunities, you'll never be out of the loop on the deals that matter most to your business.
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.
Complete your deal with a quote
Now your sales reps can use the Sales Cloud to create sales quotes and complete the deal lifecycle. With real-time quotes, you can automatically populate a quote with relevant customer data. Reps can quickly generate a PDF quote and email it to customers directly from salesforce.com in just a few clicks.