Standardize how your sales reps qualify and manage deals by using a structured sales methodology. Define your methodology so your teams can assess deal health, follow a consistent process, and improve win rates.
Required Editions
Sales Methodology helps you:
- Capture key deal details in a structured way.
- Evaluate deals using quantitative scoring levels.
- Highlight gaps in deal information.
- Guide sales reps during deal reviews.
- Support better coaching and deal inspections.
When you activate a methodology, Salesforce adds it to your opportunities. Your sales reps
can then review, update, and track methodology criteria as they work on deals.
