Sales Opportunity Manager

Opportunity Qualification

Competitor Analysis

Decision Criteria

Deals Stage Progress

Sales Coaching

Deal Summary

Strategic Account Planning

Relationship Map

Competitor Strategy

Addressable Banking Wallet

Account Insights

Account Objectives

Account Plan

Using the TRANSFORM Sales process embedded in a native Salesforce application allows existing Salesforce users to;

Enhance sales process management. Gives sales managers a comprehensive view of pipeline to track progress, identify risks and enable deal closure.

Enhance Account Planning. Create centralised Account Plans to focus on immediate objectives and long-term strategies to maximise banking wallet growth.

By leveraging the TRANSFORM Sales Process in App in Salesforce, selling organisations can deepen relationships, identify new opportunities and accelerate revenue.

To find out more or to arrange a product demonstration email

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