Opportunity Management

Close More Deals Faster and Increase Sales Productivity

Salesforce Opportunity Management maintains up-to-date deal information in one location so you can track opportunity milestones and record all opportunity-related interactions—and your sales team can collaborate and close deals faster. You can easily monitor sales pipelines and customise Salesforce to fit your unique sales methodologies and processes.

Tracking Opportunity-related Data

Centrally track all opportunities in your sales pipeline and manage opportunity-related data, including milestones, decision-makers, partners, and customer communications. Your sales team can also set up and easily track custom opportunity-related information unique to your company with Salesforce Opportunity Management tools.

Standardise Sales Methodologies

Salesforce can be customised to support your sales process, letting you standardise selling methodologies across your organisation. Integrated AppExchange-certified applications from partners including Miler Heiman, SPI (Solution Selling), and The Complex Suite provide additional leverage to support your sales processes. 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

Keep opportunity information up to date with scheduled email reminders. Set up automatic, recurring emails for you and your sales team to ensure sales opportunities are updated regularly.

Competitor Tracking

Track your competition with win-loss reports that measure competitive data and key issues on each deal. Use competitor tracking reports to understand competitive trends and emerging threats.

Opportunity Analysis

Easily analyse 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 different sales situations such as different business units, different product lines, or different sales channels.

 
 

Salesforce Sales Management capabilities include many features to manage other core sales activities alongside Opportunity Management:

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