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.
![](https://www.salesoptimizer.com/wp-content/uploads/2021/02/SPO-Config-02-1.png)
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.
![](https://www.salesoptimizer.com/wp-content/uploads/2021/02/SPO_FlexConfig_Update.png)
Easy Access
Easily access the Sales Process Optimizer outcomes, activities and coaching tips directly on your opportunities!
![](https://www.salesoptimizer.com/wp-content/uploads/2021/02/SPO-Access-05.png)
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.
![](https://www.salesoptimizer.com/wp-content/uploads/2021/02/SPO-CustomField-06.png)
See our listing for Sales Process Optimizer™ (SPO) on the AppExchange®
Ready for a Deeper Dive?