Manage deal information, collaboration, and KPI reporting within Salesforce.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Deal Teams — screenshot from the Salesforce AppExchange listing

What it does

Deal Teams provides a central place for compiling deal information and data in Salesforce. It supports collaboration across business units and external stakeholders. The add-in compiles data and provides KPI visibility and reporting. It connects deal flow with Salesforce data such as accounts, opportunities, and contacts, while data remains on Salesforce servers.

Key capabilities

from the Salesforce AppExchange listing

Central data repository

Compiles forms of deal information and data in one place.

Stakeholder collaboration

Supports collaboration across business units and with external stakeholders.

KPI reporting

Compiles data and provides KPI visibility and reporting.

Salesforce data links

Connects deal flow with Salesforce data such as accounts, opportunities, and contacts.

Salesforce-native operation

Runs on Salesforce and keeps data on Salesforce servers.

Who it's for

Deal teams, business units, and external stakeholders involved in deal management.

In the catalog

642 plugins in Salesforce Platform · Sales

Price distribution: 308 free, 63 freemium, 271 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«WHY DEAL TEAMS? You get the best of Salesforce functionality with the best-in-breed deal management platform. The result? Maximized efficiencies. Robust data management. Enhanced collaboration. New insights and visualizations. Supercharged Deal Management. SINGLE SOURCE OF TRUTH Create a single place for compiling all …»

Official marketplace listing

Publisher
Proseeder Technologies
Updated on marketplace
Facts verified