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CLOSE Opportunity Management
CLOSE Opportunities Fast
Overview
A convenient tool for all sales professionals, the CLOSE app provides guidance on the info most important to closing deals quickly and gathers it in a clear at-a-glance view for both users and managers.
Targeted guidance for sales interactions in a clear, easy-to-read format with help text reminders
Crucial information from client conversations available in one convenient place
Reporting available for every field to aid with continuous improvement of sales techniques
The CLOSE Opportunity Management App is an organizational tool to assist both new and seasoned sales professionals with closing deals by providing targeted guidance. Users will know what questions need to be asked and will have all the information they need from multiple conversations with the client conveniently in one place that is accessible on the Opportunity object in an easy-to-read format. Additionally, reporting is available for this app and its fields so that managers can use it for coaching sessions, adding their own notes and efficiently improving their team's sales techniques.
Categories
- Business Needs
- Productivity
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package