Track deal details and know the status at a glance. Track all your deals in Sales force. View critical details about your deals, such as how much it's worth, who you're competing against, and what stage the deal is in. You can follow the Chatter feed to receive automatic deal updates, and track all associated activities as they happen, so you can close deals faster.
Streamline the sales process your sales app should map to your business processes, not the other way around. Easily reflect your sales and forecasting stages in Sales force to drive process, productivity, and consistency.
Track which products are part of your deal, including quantity, standard price, quoted price, and product codes. Set up revenue and quantity schedules to mirror payment and delivery terms. With built-in quoting capabilities, you can automatically populate a quote with relevant customer data, generate a PDF from an approved template, and email it to customers directly from Sales force in just a few clicks.
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