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SalesPath+

Advanced Paths. Smarter Sales.

Overview

SalesPath+ is an innovative Salesforce AppExchange app that enables sales management to deploy its sales best practices across the entire sales organization, enforce its desired sales cadence, and implement real-time predictive reporting and forecasting.

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  • Deploy sales best practices and customized sales playbooks SalesPath+ supports an unlimited number of sales paths (vs. the maximum of 5 supported by Salesforce), providing the ability to create custom processes for each type of sale.

  • Real-Time Close Date Forecasting Reduce end-of-quarter rush and unnecessary discounting. SalesPath+ proactively forecasts close dates based on known sales cycle durations to provide reliable forecasts.

  • Dashboards with Real-Time Insights SalesPath+ is built upon the dashboard that are already using, adding real-time statistics and updates. Opportunities are highlighted as green (on track), yellow (close watch), and red.

SalesPath+ allows sales management to deploy its sales best practices across the entire sales organization, enforce its desired sales cadence and implement real-time, predictive reporting and forecasting. 🟩 Improve sales win rates by 28% 🟩 Increase revenue 🟩 Help sellers and managers understand which opportunities require immediate attention to stay "on-track" 🟩 Improve sales forecast accuracy 🟩 Minimize lost revenue from the “End of Quarter Rush” phenomenon as defined in the Harvard Business Review (https://hbr.org/2017/08/the-end-of-quarter-sales-rush-costs-companies-money) 🟩 Enable data-driven continuous improvement of sales best practices and sales processes 🟩 Improve CRM hygiene 🟩 Enable more accurate and timely reporting on competitive positioning and market conditions 🟩 Facilitate more seamless account transitions among sellers and sales teams

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