Opportunity Management
Drives Results, Not Confusion
Guide your team through every stage of the sales process with clarity and consistency. No more guesswork, missed steps, or mismanaged data. Our solution ensures deals move faster, data is always complete, and your pipeline powers accurate forecasting, AI, and automation. Built on years of real-world sales experience, this is the opportunity process Salesforce should have delivered out of the box.
Features
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Automation to auto close opportunities based on days open or length in a given stage.
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Enable updating an opportunity right from any list view leveraging the Stage Highlight component.
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Track next steps as individual records. Users receive daily email alert of all next steps due or overdue. Provides complete visibility of next action being taken to progress the deal.
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Custom flow action to create an opportunity from an account or contact and select contact roles at creation.
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Configurable UI component to guide the user through the opportunity process. Solution is mobile friendly.
Admin Servicible
Your opportunity process should evolve as your business does - and our solution makes that easy. Add or change stages, adjust entry criteria, or update requirements - all without developer support. Behind the simple, intuitive interface is a flexible Salesforce-native foundation designed for Admins and Sales Ops teams to manage independently. Because your tech should accelerate growth, not slow it down.
Bolt-On Solutions
Opportunity Lead Management
Are you a B2B company still using the lead object? Our team has developed a strategy coupled with automation that eliminates the lead object. Level up by using opportunities to track from lead to closed won.
Sales Methodologies
Do you rely on the BANT or MEDDICC sales methodologies? If yes we have solutions built just for you to enable these on the Salesforce platform.
Territory Management
Manage territory assignments like never before. Assign users to a territory by account type, geography and much more.
Pricing
One-Time Licensing Fee
Avoid recurring monthly costs. A single licensing fee covers the full use of the application and infrastructure.
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Implementation Cost
We tailor the solution to fit your sales process and business needs. This includes any custom enhancements required to make sure everything works exactly how you operate.
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Support Hours
As your business evolves, so might your needs. We include time to implement future enhancements and ensure your solution continues to deliver long-term value.
Book Demo
This solution is part of our Sales Cloud Accelerator. If you are just getting started with Salesforce we want to hear from you. Our infrastructure is designed to be scalable and built with an enterprise mind set. Let us set the foundation for your future.
If you are an existing user of the platform we want to hear from you too! Let us make your team love Salesforce like never before.