Sales Process Optimizer
By Sales Optimizer, LLCSales Methodologies
- Rating
- 4.9
- Reviews
- 265
- Pricing
- Paid
- From $180 per user per year
- Listed since
- 2013
About Sales Process Optimizer
Configurable Sales Playbook, Call Planning, and Opportunity Scorecard
The Sales Process Optimizer™ presents a profile-specific Sales Playbook in an intuitive graphical format. Configurable to enable a company's best practices, SPO drives desired behaviors to increase sales performance. Key activities are suggested to generate outcomes that advance the sales stages and produce a predictable forecast.
Benefits:
- Improved execution of best practices to increase win-rates and profit margins
- Increased utilization and user adoption of Salesforce®
- Better coaching and development for new hires to reduce time to profitability
Included:
- Each Stage includes links to job aids, relevant coaching tips
- Ability to create appropriate/related activities
- Pipeline Optimizer to Improve forecast accuracy, real pipeline visibility and sales velocity
SPO is effective in organizations with one or more of the following selling environments:
- Enterprises looking to provide common processes and language
- Transition to solution selling
- Price and margin erosion
- High turnover of sales employees
- Multiple levels of influence in decision making process
Highlights
- Consistency in the execution of defined best practices in the Sales Process Improved forecasting and predictability based on tangible outcomes
- Works in Salesforce Classic and Lightning. From end-user experience interfaces to admin setup pages.
- Flexibility around creating separate guides for different sales processes
Screenshots
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Pricing
Paid, from $180 per user per year.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $180 per user | Yearly |
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 20, 2025
- Languages
- English
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