Opportunity Management
Manage all your sales deals with Salesforce while staying connected to the people and information you need to close every sale, from anywhere.
Focus on what’s important. In fact, we’ll highlight it for you.
View critical details in a rich activity timeline of your customer's activity. Know whom you’re competing against, what stage your deal is in, and what moves you need to make next to win. Track all associated activities as they happen and receive updates when action is needed. Send emails simply with templates just a click away.
Streamline the sales process.
Your CRM solution should map to your sales management and business processes, not the other way around. Easily customise our app to reflect your sales and forecasting stages so you can drive process, productivity, and consistency the way you want.
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.
Provide guidance and congrats.
Deals happen fast. Keep your team informed with real-time updates using the Salesforce mobile app. Update your deal status, pull in teammates for help, and more — all from your mobile device.
Take an interactive guided tour.
See how companies of all sizes can use Salesforce to drive success on every deal, every day. This interactive tour guides you through the different capabilities of the world’s #1 CRM app today.
