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Deal Teams

Deal Management For Salesforce.

Overview

Create powerful workflows, intuitive record tagging, and enhanced data point collection to facilitate collaboration, create new efficiencies, and surface insights — all to supercharge your deal management.

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  • PURPOSE BUILT FOR DEAL MANAGEMENT Create efficiencies, facilitate collaboration, surface data and insights — all to supercharge your deal management.

  • 100% NATIVE ON SALESFORCE All core capabilities of Salesforce are available to your team. Data never leaves Salesforce servers. All your deal flow can be seamlessly tied to existing Salesforce data like accounts, opportunities, and contacts.

  • NO COST PROOF OF CONCEPT Is Deal Teams right for you? Take it for a test drive by clicking Get It Now. There’s no cost or obligation, and our amazing support team is ready to help if you have questions.

WHY DEAL TEAMS? You get the best of Salesforce functionality with the best-in-breed deal management platform. The result? Maximized efficiencies. Robust data management. Enhanced collaboration. New insights and visualizations. Supercharged Deal Management. SINGLE SOURCE OF TRUTH Create a single place for compiling all forms of information and data. TEAM AND STAKEHOLDER COLLABORATION Facilitate collaboration across business units and outside stakeholders. DATA VISIBILITY Compile data, as well as create KPI visibility and reporting, so you can demonstrate results toward your goals. OPTIMIZED SPEED Speed is optimized; there’s no lag time like you often experience with an API integration. SECURITY IS PRIORITY. Your data is completely secure, because it never leaves Salesforce servers. 100% SALESFORCE NATIVE All core capabilities of Salesforce are available to your team. Deal teams continues to work seamlessly with upgrades to the Salesforce Platform.

Categories

Business Needs
Productivity
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package