Opportunity Management

Increase Sales Productivity and Close More Deals

Opportunity management enables your 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. Salesforce can be customized to fit your internal sales methodologies and processes, making it easier for your managers to monitor sales pipelines.

Opportunity Tracking

Centrally track all 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 throughout your organization by customizing Salesforce to support your unique opportunity management process. You can also leverage integrated, AppExchange-certified methodology applications from partners including Miller Heiman, SPI (Solution Selling), and The Complex Sale. These applications were developed specifically for Salesforce and are sold by each of the methodology authors.

Product Tracking

Track product-level information on each sales opportunity, including quantity, standard price, quoted price, and product codes. Send automatic notifications when a product is added to an opportunity or when the discount threshold is violated. Additionally, set up revenue and quantity schedules for each product to mirror payment and delivery terms.   


Opportunity Update Reminders

Use scheduled email reminders to ensure sales teams keep opportunity information up to date. Managers can set up automatic, recurring emails for themselves and their teams.

Competitor Tracking

Track the competition and key competitive issues on each deal. Roll up competitive data in win-loss reports to understand competitive trends and emerging threats.

Opportunity Analysis

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.

Multiple Sales Processes

Set up different sales processes and page displays for sales situations, whether it be different business units, different product lines, or different sales channels. Make opportunity management more organized and accessible with a clearer view of the various opportunity segments.