Opportunity Management

Manage all your sales deals with Salesforce. Even create quotes based on the deal information. And stay connected to the people and information you need to close every sale, from anywhere.

Manage all your deal details and easily create quotes to close more business.

  • Track deal details and know the status at a glance.

    Track all your deals in Salesforce. View critical details about your deals, such as how much it's worth, who you're competing against, and what stage the deal is in. You can follow the Chatter feed to receive automatic deal updates, and track all associated activities as they happen, so you can close deals faster.

  • Streamline the sales process.

    Your sales app should map to your business processes, not the other way around. Easily reflect your sales and forecasting stages in Salesforce to drive process, productivity, and consistency.

  • Quickly create up-to-the-minute quotes.

    Track which products are part of your deal, including quantity, standard price, quoted price, and product codes. Set up revenue and quantity schedules to mirror payment and delivery terms. With built-in quoting capabilities, you can automatically populate a quote with relevant customer data, generate a PDF from an approved template, and email it to customers directly from Salesforce in just a few clicks.

  • Empower your sales team with the latest deal details on the go.

    Deals happen fast — keep your team informed with real-time updates using the Salesforce1 Mobile App. Update your deal status, pull in teammates for help, and more — all from your mobile device.

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Take an interactive guided tour.

Learn how a sales manager and sales rep use Salesforce to manage their day. This interactive tour guides you through the different capabilities of Salesforce. Experience the world’s #1 CRM app today.

GUIDED TOUR

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