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Sales Process Optimizer

By Sales Optimizer, LLC

Configurable Sales Playbook, Call Planning, and Opportunity Scorecard

Starting at $180   USD/user/year
Business Need
Sales Methodologies
Requires
Sales Cloud

The Sales Process Optimizer™ (SPO) is a configurable, native Salesforce® app designed to enhance efficiency in the execution and reinforcement of the sales process (Sales Playbook). It also contains a Call Planning module and Opportunity Scorecarding.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Install the package and perform initial configuration according to the customization guide provided in Customization Guides section

App Details

Version
Sales Process Optimizer/2025.06-4.402 4.402.0
Listed On
12/04/2013
Latest Release
06/30/2025
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package
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: 20
Custom Tabs: 3
Custom Apps: 0
Lightning Components
Global: 2
App Builder: 1
Community Builder: 0
Languages
English

Security

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
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
4.402.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/20/2025

Additional Details

The Sales Process Optimizer™ presents a profile-specific Sales Playbook in an intuitive graphical format. Configurable to enable a company's best practices, SPO drives desired behaviors to increase sales performance. Key activities are suggested to generate outcomes that advance the sales stages and produce a predictable forecast. Benefits: • Improved execution of best practices to increase win-rates and profit margins • Increased utilization and user adoption of Salesforce® • Better coaching and development for new hires to reduce time to profitability Included: • Each Stage includes links to job aids, relevant coaching tips • Ability to create appropriate/related activities • Pipeline Optimizer to Improve forecast accuracy, real pipeline visibility and sales velocity SPO is effective in organizations with one or more of the following selling environments: • Enterprises looking to provide common processes and language • Transition to solution selling • Price and margin erosion • High turnover of sales employees • Multiple levels of influence in decision making process

Need help?

Sales Optimizer, LLC

Casselberry, FL

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