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Opportunity Recycler

By Guide Paddle LLC

Opportunity Recycler - No More Forgotten Long-Cycle Sales Opportunities

No Ratings
Free  

Never requires payment

Try It
Industries
Financial Services
High Tech
Professional Services
Business Need
Lead & Opportunity Management
Sales Intelligence
Sales Productivity
Requires
Sales Cloud
Compatible With
Sales Cloud

Opportunity Recycler enables systematic long-cycle selling to customers based on the customer's timing. The app uses a recycle date on the lost Opportunity, to create a Recycled Opportunity assigned to an active user.

Highlights

Set a Recycle Date on a lost Opportunity to create a future Recycled Opportunity

Customize key field values when Recycled Opportunity is created.

Choose from several Opportunity owner settings for the Recycled Opportunity.

Pick notification options to alert Recycled Opportunity owners.

Select whether to recycle Opportunity Contact Roles.

Choose whether to recycle Quotes, and select option for which Quotes are recycled.

Provider Details

Guide Paddle LLC
South Jordan, UT, USA

Guide Paddle offers dedicated Salesforce.com & business consulting to small and mid-size companies. Many consulting companies offer Salesforce.com expertise, but few have the combined depth of business experience and Salesforce.com technical understanding to provide transformative strategic Salesforce.com consulting. Guide Paddle leverages years of combined business management AND Salesforce.com experience, to ensure that business strategy and CRM functionality are aligned for success.

Pricing Details

Free

You can fully use this solution without payment.

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Guide Paddle
by Guide Paddle LLC
No Ratings
Guide Paddle helps growth-stage companies level-up from an initial Salesforce implementation - with scalable processes and optimizations. Proven record of helping small and mid-size companies align Salesforce.com functionality with growing business needs.