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Salesforce.com Integration

Manage Open Opportunities

• The Sales Representative is responsible for monitoring all leads needing monitoring using Salesforce.
  
  
  • Set up Salesforce to monitor opportunities and dashboards to keep track of top deals and prioritize your time
    
    
• On leads are tracked and prioritized, the Sales Representative then creates a sales presentation. You can customize Salesforce to fit your internal sales methodologies and processes, thereby making it easier to monitor your sales pipeline.
  
  
• Once a sales presentation is created, the Sales Representative creates a proposal.
  
  
  • Proposal Process
    
    
• Once a proposal is created and submitted, the Sales Representative negotiates a deal with the prospect as per your organizations guidelines.

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