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Opening an Account record

Open an Account record

From the Sales Reps dashboard, they open an existing account.  This view is showing all prospect accounts that are 'Prioritized' with the sales rep and requires immediate attention.

Creating an Opportunity

This Prospect wants to engage in a Buying Process

It's time to create an opportunity.  Our sales rep goes to the Opportunity tab on the account record.

Creating an Opportunity

Name the Opportunity for easy reference.  Fill out any required fields.

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Using Sales Playbooks to create prescribed sales motions

The selected sales process will generate a prescribed set of sales steps for the sales rep. 

Why is this valuable?

• Ensures Consistent approach for every deal
• Guides the seller so they dont have to remember next steps
• Creates visibility on the actions that have been completed and the ones that need to be completed.

The Timeline tab on the opporutnity will display all the auto-generated activities for this Opportunity.

Opportunity Timeline

Activities drive appropriate action

The Timeline on the Opportunity has all related activities in a clean view.  You can see the four activities that are automatically created based on the playbook.

As the sales rep moves through the stages, new activities are created.

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Activities View Lets the Sales Rep know the work that needs to be done

The activity view is a central spot for the sales rep to manage their time.  With all of their emails automatically sync'ed from Outlook, and the sales playbooks automatically generating the appropriate activity, all the rep needs to do is follow the bouncing ball.