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Downloads >> Process Mapping Templates >> Salesforce.com >> Manage Open Opportunities

Salesforce.com Integration

Manage Open Opportunities

  • The Sales Representative is responsible for monitoring all leads needing monitoring using Salesforce.

    • Set up Salesforce to monitor opportunities and dashboards to keep track of top deals and prioritize your time

  • On leads are tracked and prioritized, the Sales Representative then creates a sales presentation. You can customize Salesforce to fit your internal sales methodologies and processes, thereby making it easier to monitor your sales pipeline.

  • Once a sales presentation is created, the Sales Representative creates a proposal.

    • Proposal Process

  • Once a proposal is created and submitted, the Sales Representative negotiates a deal with the prospect as per your organizations guidelines.

Click on the image below to view the Process Map in HTML format

Web Published Salesforce Maps

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Free Salesforce Process Template Download
View the Salesforce Process in HTML format