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Sales Process Optimizer

Configurable Sales Playbook, Call Planning, and Opportunity Scorecard

Overview

The Sales Process Optimizer™ (SPO) is a configurable, native Salesforce® app designed to enhance efficiency in the execution and reinforcement of the sales process (Sales Playbook). It also contains a Call Planning module and Opportunity Scorecarding.

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See How Sales Process Optimizer Works

  • Consistency in the execution of defined best practices in the Sales Process Improved forecasting and predictability based on tangible outcomes

  • Works in Salesforce Classic and Lightning. From end-user experience interfaces to admin setup pages.

  • Flexibility around creating separate guides for different sales processes

The Sales Process Optimizer™ presents a profile-specific Sales Playbook in an intuitive graphical format. Configurable to enable a company's best practices, SPO drives desired behaviors to increase sales performance. Key activities are suggested to generate outcomes that advance the sales stages and produce a predictable forecast. Benefits: • Improved execution of best practices to increase win-rates and profit margins • Increased utilization and user adoption of Salesforce® • Better coaching and development for new hires to reduce time to profitability Included: • Each Stage includes links to job aids, relevant coaching tips • Ability to create appropriate/related activities • Pipeline Optimizer to Improve forecast accuracy, real pipeline visibility and sales velocity SPO is effective in organizations with one or more of the following selling environments: • Enterprises looking to provide common processes and language • Transition to solution selling • Price and margin erosion • High turnover of sales employees • Multiple levels of influence in decision making process

Categories

Business Needs
Sales Methodologies
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Native App
No Limits
Lightning Ready
Managed Package

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