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CLOSE Opportunity Management

By Cloud Adoption Solutions

CLOSE Opportunities Fast

No Ratings
Free  

Never requires payment

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Business Need
Productivity

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.

  • Video: Salesforce Opportunity Management using the CLOSE App

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
CLOSE - Opportunity Management/Summer 22 1.3.0
Listed On
06/22/2022
Latest Release
06/22/2022
Supported 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
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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
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.
1.3.0
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.
06/22/2022

Additional Details

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.

Need help?

Cloud Adoption Solutions

Pittsburgh, PA, U.S.A.

We offer installation troubleshooting assistance via email.

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