Sales Process Optimizer

What it does

Displays a profile-specific sales playbook in a graphical format within Salesforce. Administrators can configure guides around company best practices, create separate guides for different sales processes, and link each stage to job aids and coaching tips. Users can create related activities, while the Pipeline Optimizer provides pipeline visibility, sales velocity, and forecasting functions. The add-in works in Salesforce Classic and Lightning, including end-user and admin setup interfaces.

Use cases

• Use it when an enterprise is establishing common sales processes and terminology.
• Use it during a transition to solution selling.
• Use it where sales teams have high employee turnover and new hires need coaching and development.
• Use it when multiple levels of influence are involved in the sales decision process.

Who it's for

Sales employees, new hires, and enterprises with defined sales processes.

How it compares

Sales Process Optimizer provides profile-specific graphical playbooks, stage-linked job aids, and coaching tips, while eValuePrompter® Qualification & Opportunity Management Toolset focuses on qualification, value quantification, and alignment with buyer priorities. Advanced Forecasting focuses on tracking customer needs and actions, forecast status, and probability to close; Sales Process Optimizer also supports separate guides for different sales processes and related activities. Altify Sales Process is described as aligning sales stages with buyer milestones, while this listing describes configurable playbooks and stage-based guidance.

In the catalog

1,106 plugins in Salesforce Platform · Sales

Price distribution: 265 free, 166 freemium, 675 paid

More Salesforce plugins • Sales plugins

Pricing & deployment

More from Sales Optimizer, LLC

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