Sales Process Optimizer logo

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

Enhance the Efficiency in the Execution of Your Sales Process

Image 1 of 7

Enhance the Efficiency in the Execution of Your Sales Process

Pricing

Paid, from $180 per user per year.

Sales Process Optimizer plans
PlanPriceBilled
Default Plan$180 per userYearly

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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