TRANSFORM Salesforce App
The TRANSFORM sales process is now available in a Salesforce App for Salesforce CRM users. The application covers two key functions;
Sales Opportunity Manager
To better manage new sales opportunities, end-end through the TRANSFORM sales stages.
Strategic Account Planning
Maximise banking wallet share in key accounts through the TRANSFORM Strategic Partner Relationship Mapping.
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 mark@markswain.com.au