BriefingSource

The BriefingSource wizard will provide sales with an efficient and simple way to request access to their Corporate Executive Briefing Center programs. A briefing with Executives and Subject Matter Experts is a key sales tool for moving an opportunity forward through the sales cycle. The BriefingSource wizard provides an intuitive way of capturing the information needed by an Executive Briefing Programs and passes along key information about the account and opportunity that briefing participants will require to make the meeting effective.

The BriefingSource wizard provided two way integration to move valuable information between SFDC and BriefingSource. The wizard can be customized and configured without IT support, so updates are easy and quick to implement.

The BriefingSource wizard provides sales teams with up-to-date details about progress and planning stages of their requests. It will also provide management with reporting and tracking of all revenue generating opportunities that touch your briefing programs. The BriefingSource wizard will combine two Best of Class applications for closing revenue opportunities.