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Competitor Insights

By Competitor Insights LLC

Win deals with centralized competitor data and winning playbooks

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Free

Never requires payment

Pricing Details

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Business Need: Sales Productivity
Sales Methodologies
Sales Intelligence

Requires: Sales Cloud

Compatible With: Sales Cloud

More Details

Increase close rates and understand competitors by tracking, analyzing, and strategizing against the competition.

Overview

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Compatibility

Requires This solution requires these products in order to work. Before you implement the solution, check that you have these products.: Sales Cloud

Compatible With This solution is tested to work with and extends the value of these products, but doesn't require them.: Sales Cloud

Salesforce Editions: Enterprise
Unlimited
Developer

Additional Requirements

Please install package for admin-only. Post-Install documentation is found within the application's home page.

App Details

Version: CompetitorInsights/ver 1.9 1.9.0
Listed On: 10/14/2024
Latest Release: 03/12/2025

Supported Features No Limits This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help Lightning Ready Optimized for Salesforce orgs that use Lightning Ready. Multiple Currencies Supports Salesforce orgs that use Multiple Currencies. Managed Package This product is installed in your Salesforce org as a managed package and receives automatic upgrades. Lightning App Builder Ready to use in the Salesforce Lightning App Builder. Salesforce Mobile Supports Salesforce for iOS and Android.: No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder
Salesforce Mobile

Package Contents If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help: Custom Objects: 4
Custom Tabs: 5
Custom Apps: 1

Lightning Components: Global: 1
App Builder: 0
Community Builder: 0

Languages: English

Security

Learn more about the Security Requirements for AppExchange Partners and Solutions.

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Last Reviewed Version

1.5.0

Last Reviewed Date

10/08/2024

Additional Details

Increase close rates and understand competitors by tracking, analyzing, and strategizing against the competition. 1. Easy to create and track Competitors 2. View Win/Loss Ratios for deals with competitor involvement 3. Create and surface competitor playbooks to reps at the right time and place 4. Allow reps to associate competitors to their deals and prospects and track competitor involvement Competitor Insights is built to help the entire company understand and improve their win-rates against competitors and better understand their products. Using competitor insights can provide valuable insights for Revenue Operations, Marketing, Sales, and Product Development teams. Competitor Insights includes: 1. Custom objects to track Competitors, Competitor Products 2. Customizable playbooks to the right talk tracks to reps at the right moments 3. Screen components to manage and create competitors, their products, and playbooks 4. Ability to associate competitors to Accounts, Opportunities, and Leads via custom screen flow that can be added to a lightning page to mold to your current workflows 5. Flexibility to customize and add competitor tracking to your unique workflows

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