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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.

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.

Easy Access

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

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.

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

Ready for a Deeper Dive?