Team members collaborate on deals, task assignments, and activities through Opportunity Management. Linking items to opportunities prevents re-entry and enables finance to quickly generate an invoice wen the deal is closed.
Assign leads to internal and external users. Empower partners to manage accounts (with access controls) to include all sales channels in consolidated reports.
Use workflow to manage approvals mandated by your sales processes. Restrict rights to specific customer accounts for information security.
Create templates to ensure that emails are consistent with branding guidelines. Automatically track responses to emails.
Create announcements and default dashboards for each salesperson to match their individual needs. Dashboards and Favorites link salespeople to real-time information delivered in tabular or graphical form.