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Sales Process Optimizer

Configurable Sales Playbook, Call Planning, and Opportunity Scorecard

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

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.89
Lifetime average
Showing 10 of 265 Reviews
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Madeline Damore

Sales Optimizer helps focus your sales team!

SPO has helped us keep our sales team on track and focused on the critical actions that help us close more deals!

Stephanie Gunter

Sales Optimizer success!

Thank you Mike Mandato and team for building a unique set of KPI's and Playbooks for my Lead Generation team! We are already seeing a boost in performance, pipeline, and Sales/Demand Gen alignment!

Scott Shepherd

Close more business by understanding your deals in depth

How do you learn what you don't know about your deals? Sales Optimizer will help you understand your deals in depth and discover what you don't know by identifying and walking you through the sales process. It's a coaching methodology that will help you close more business guaranteed.

Scott Burgin

Transforms Salesforce into an Action tool instead of a diary - Optimizer App is the real deal!

Amazing app has changed the way I leverage Salesforce on a daily basis. Optimizer app bubbles up numerous critical tasks/actions that otherwise can be easily overlooked/forgotten. This App keeps me honest and ensures I treat every deal with the same care/planning/strategic actions that wins deals and makes them closer much faster! Love it!

Ted Lagonikos

Practical and Insightful

Real world opportunity planning that will actually have an immediate impact on my sales process! What a concept! Well worth the time invested.

Heather Duprel

Time well spent decluttering the sales process!

What a perfect way to streamline what you know intuitively. The visualization is something that takes hours to explain done in 15 minutes now. For me as a sales rep, what a great way to make communicating where the sale deal is so much easier.

Richard Haslam

Finally SFDC allows me to manage my business

Optimizer provides a fantastic interface to manage opportunities through the sales stages with an intuitive interface that provides a 'cleared for takeoff checklist' to guide you to successfully close the deal.

John Rezabek

Sales Optimizer will Help you Close More Opportunities

Sales Optimizer is an incredible tool to effectively manage your accounts and streamline your selling process! Quick and Efficient and allows you to find the gaps or areas of focus needed in an opportunity! Love the fact you can do everything in one tool verse having to manage multiple tools.

Robert Boylan

Get Results Efficiently!

Throw away your pre-conceived notions on sales training! Sales Optimizer opens your mind and walks you through an efficient way to look at accounts and deals in a new way! Make more friends and win more!

Lamar Spells

Get ready to win bigly!

Get organized and master the art of winning big, complex deals with Sales Optimizer. It is the best ever. Trust me. It's great. And you will be a loser if you don't use it. So sad.