Training

• Sales Representative Fundamentals 101
• Sales Process Map

AppExchange Components

• Lead and Opportunity Management Dashboard (Free)

Application Quicklinks

• Customzie Opportunity Page Layouts and Add Custom Fields
• Setup Your Sales Stages
  

Details

• Opportunity Tracking: Centrally track all opportunity-related data, including milestones, decision makers, partners, customer communications, and all other custom information unique to your company.

• Sales Methodologies: Standardize your selling process throughout your organization by customizing Salesforce to support your unique process or by leveraging integrated, Sforce-certified methodology applications from partners including Miller Heiman, SPI (Solution Selling), and The Complex Sale. These applications were developed specifically for Salesforce and are sold by each of the methodology authors.

• Multiple Sales Processes: Set up different sales processes and page displays for different sales situations, whether it be different business units, different product lines, or different sales channels.

• Product Tracking: Track product-level information on each sales opportunity, including quantity, standard price, quoted price, and product codes. Additionally, set up revenue and quantity schedules for each product to mirror payment and delivery terms.

• Opportunity Update Reminders: Use scheduled email reminders to ensure sales teams keep opportunity information up to date. Managers can set up automatic, recurring emails for themselves and their teams.

• Competitor Tracking: Track the competition and key competitive issues on each deal. Roll up competitive data in win-loss reports to understand competitive trends and emerging threats.

• Opportunity Analysis: Easily analyze your sales pipeline so you can quickly identify and eliminate any bottlenecks in the sales cycle or determine the cause of downgraded sales opportunities.

• New to Salesforce.com?: You can find an overview of this feature on www.salesforce.com. Click here to visit the Opportunity Management & Tracking overview page which details the opportunity tracking and competitor analysis capabilities available from this feature.