DIGITAL SALES TRANSFORMATION
Powered by Salesforce®

SALES PROCESS OPTIMIZER

Your Sales Process. Efficient Execution. Real Results.

SALES PROCESS OPTIMIZER

Your Sales Process. Efficient Execution. Real Results.

The Big Picture

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).

User-Friendly Setup and Configuration

Easily configure your company’s sales process outcomes and suggest activities.

SPO-Setup

Configuration Flexibility

Choose whether activities are required to move stages forward, or whether fields like Stage, Probability, and Forecast category are updated automatically based on completed outcomes.

SOP-Configuration

Easy Access

Easily access the Sales Process Optimizer outcomes, activities and coaching tips directly on your opportunities!

SPO-Access

Custom Coaching

Custom fields or defined criteria will control which sales process to display, ensuring your sales reps always have relevant Outcomes, Activities, Tips, and Tools on-hand.

SPO-Coaching

See our listing for Sales Process Optimizer™ (SPO) on the AppExchange®

Ready for a Deeper Dive?