Salesforce Features
Sales Methodologies
Today, many sales organizations utilize formal sales methodologies from
firms that specialize in training and sales processes. Some sales
methodology firms provide applications that help sales representatives
capture and analyze data to support the selling process. Integrating
these applications with Salesforce is critical for ensuring adherence
to the process, maximizing management visibility, and reducing the
overall time spent on data capture and analysis. The Summer ’05 release
features integration with the leading sales methodology authors’
applications and processes to ensure that Salesforce works hand-in-hand
with your sales methodology.
This feature is available in professional, enterprise, and unlimited edition.
AppExchange
- Miller Heiman's Sales Access Manager (Demo, Test Drive, Install)
Best Practice Presentations
Application Quick Links
Feature Details
- Best-in-Class Partners: Salesforce.com is partnering with the leading methodology authors to integrate sales methodologies into Salesforce. Current partners include Miller Heiman, SPI (Solution Selling), The Complex Sale, ValueVision, and others.
- Third-Party Applications: Some of these partners — such as Miller Heiman, SPI, and The Complex Sale — have already developed integrated methodology applications that are Sforce certified. These applications were developed specifically for Salesforce and are sold by each of the methodology authors.
- Bi-Directional Data Integration: Each of the methodology applications includes bi-directional data integration that pulls Salesforce information such as account, contact, and opportunity information and sends information back to Salesforce that is stored in custom fields created for each methodology.
- Integrated Reporting: By integrating sales methodology information into Salesforce, custom reports can be constructed in Salesforce to report on user compliance with your methodology, revenue and forecasting by methodology stage, and virtually any other analysis involving the methodology-related fields.
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