Analyze and manage Salesforce sales opportunities with snapshots, influence maps, strategy assessment, action tracking, and value documentation.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
SOS for SFDC — screenshot from the Salesforce AppExchange listing

What it does

SOS for SFDC applies a structured methodology to Salesforce sales opportunities from qualification through commission. It provides a graphical assessment of an opportunity, a visual map of stakeholder influence, competitive strategy analysis, action-plan tracking, and documentation of specific value. Snapshots can be saved at each sales stage, with contact and competitor connections shown in relation to the opportunity. The product includes a required two-part, eight-hour workshop.

Key capabilities

from the Salesforce AppExchange listing

Opportunity snapshots

Creates graphical assessments of sales opportunities and saves them at each sales stage.

Influence mapping

Maps informal influence, key stakeholder attributes, executives, and decision processes.

Competitive strategy

Assesses alternative choices, including doing nothing, to set a competitive sales strategy.

Action plan tracking

Tracks actions associated with a sales opportunity.

Value documentation

Documents the unique and specific value associated with an opportunity.

Who it's for

Professional sales professionals.

How it compares

SOS for SFDC combines opportunity snapshots, stakeholder influence mapping, competitive strategy assessment, action tracking, and value documentation. Altify Relationship Map focuses on people and influence within accounts or opportunities, while Competitor Insights focuses on competitor tracking, win/loss ratios, and competitor playbooks. ARPEDIO's relationship-mapping product combines relationship maps with org charts, whereas SOS also saves opportunity snapshots by sales stage.

NamePricingDeploymentUpdated
SOS for SFDCthis pluginPaidCloud
Altify Relationship Map | AI-Guided Relationship Mapping, 100% Salesforce NativePaidCloud
Competitor InsightsFreeCloud

In the catalog

1,106 plugins in Salesforce Platform · Sales

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Sales Opportunity Snapshot® (SOS) is a proven sales methodology that helps professional sales professionals analyze and manage their sales opportunities quickly and more effectively from qualification to commission, increasing win rate, margin, and client satisfaction. One client using SOS enjoyed a 16-point increase …»

Official marketplace listing

Publisher
Team Sales Development Inc
Updated on marketplace
Facts verified