Advanced paths.
Smarter sales.

Available today on the Salesforce AppExchange!

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Custom Sales Paths & Insights
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SalesPath+ is an innovative Salesforce AppExchange app that enables sales management to deploy its sales best practices across the entire sales organization, enforce its desired sales cadence, and implement real-time predictive reporting and forecasting.

Download directly from the Salesforce AppExchange
Only available on the Salesforce App Exchange

Features & Innovations

Desktop and Mobile illustration

Customized Sales Strategies

With SalesPath+ you can design and implement custom sales paths that best meet the needs of each opportunities unique sales strategy. From new account opportunities to renewals, SalesPath+ helps your team stay on track with tailored sales paths.

Metered Sales Cycles

SalesPath+ introduces time based sales paths and stages that enforce sales cadence and provide insight into performance. Sales strategies should be designed around opportunity and account types and SalesPath+ let's you create a library of sales paths that can suit any of your prospects needs.

Desktop and Mobile illustration
Desktop and Mobile illustration

Real Time Close Date
Forecasting

Reduce end of quarter rush and unecessary discounting. SalesPath+ proactively forecasts close dates based on known sales cycle durations to provide best-in-class forecasts. Adjust stages dates on the opportunity and SalesPath+ will automaticlaly adjust the close date to reflect the impact.

Assign Tasks to Stages

Design custom Sales Paths that automatically create important tasks for your team need to complete througout their sales cycle. Required and optional tasks give your team the flexiblity the need while ensuring key activities are completed at each step of the opportunity.

Desktop and Mobile illustration
Desktop and Mobile illustration

Dashboards with Real Time Insights

Custom SalesPath+ dashboards combine real-time opportunity metering across your pipeline so you can view performance across yours and your team's opportunities. Opportunities with warnings or overdue stages can be quickly filtered so you can focus on getting them back on track.

Deep Reporting and Performance Insight

With SalesPath+ you'll gain increasing insight into your sales cycles and your team's performance. Easily report on win loss by sales path, team, and sales person. Identify where deals go wrong and average sales cycle times by stages, opportunity type, and size.

Desktop and Mobile illustration
Desktop and Mobile illustration

Sales Team Collaboration

Invite team members to take ownership of SalesPath tasks and ensure no one drops the ball. Team members can accept or decline tasks requests so you always know when someone is working to help you land the deal. Managers and sales people can create new tasks and assign them to stages, so that everyone knows what's needed to close the deal.

Features & Innovations

Desktop and Mobile illustration

Customized Sales Strategies

With SalesPath+ you can design and implement custom sales paths that best meet the needs of each opportunities unique sales strategy. From new account opportunities to renewals, SalesPath+ helps your team stay on track with tailored sales paths.

Desktop and Mobile illustration

Metered Sales Cycles

SalesPath+ introduces time based sales paths and milestones that enforce sales cadence and provide insight into performance. Sales strategies should be designed around opportunity and account types and SalesPath+ let's you create a library of sales paths that can suit any of your prospects needs.

Desktop and Mobile illustration

Real Time Close Date Forecasting

Reduce end of quarter rush and unecessary discounting. SalesPath+ proactively forecasts close dates based on known sales cycle durations to provide best-in-class forecasts. Adjust milestone dates on the opportunity and SalesPath+ will automaticlaly adjust the close date to reflect the impact.

Desktop and Mobile illustration

Assign Tasks to Milestones

Design custom Sales Paths that automatically create important tasks for your team need to complete througout their sales cycle. Required and optional tasks give your team the flexiblity the need while ensuring key activities are completed at each step of the opportunity.

Desktop and Mobile illustration

Dashboards with Real Time Insights

Custom SalesPath+ dashboards combine real-time opportunity metering across your pipeline so you can view performance across yours and your team's opportunities. Opportunities with warnings or overdue milestones can be quickly filtered so you can focus on getting them back on track.

Desktop and Mobile illustration

Deep Reporting and Performance Insight

With SalesPath+ you'll gain increasing insight into your sales cycles and your team's performance. Easily report on win loss by sales path, team, and sales person. Identify where deals go wrong and average sales cycle times by milestone, opportunity type, and size.

Desktop and Mobile illustration

Sales Team Collaboration

Invite team members to take ownership of SalesPath tasks and ensure no one drops the ball. Team members can accept or decline tasks requests so you always know when someone is working to help you land the deal. Managers and sales people can create new tasks and assign them to milestones, so that everyone knows what's needed to close the deal.

Customized sales paths to help you sell more

Stop the "End of Quarter Rush"

Minimize lost revenue from the “End of Quarter Rush”phenomenon by establishing time based sales paths that help you forecast

Improve Sales Wins

Keep your eye on the ball and don't let opportunities fall behind. Metered sales paths enable teams to....

Endorsed by Industry Leaders

"Every once in a while, a product comes along that changes the playing field.  SalesPath+ for Salesforce.com may just be that product."

Mike Stephens

EVP Sales & Customer Service, Parsec Automation Corp

SalesPath+ Features

Create unlimited number of unique, real time SalesPaths for any use case, sales type (new account, renewal, add-on,upsell, etc.), vertical segment, geographic segment and individual accounts

SalesPaths can have an unlimited number of metered stages and tasks

Stages and tasks can be defined as mandatory or optional sales management

Realtime monitoring and alerts for approaching and past due dates for all stages and tasks associated with all opportunities

Sales managers can create and assign stages and tasks to “in progress” SalesPaths

Calculates and adjusts close dates for all opportunities based on the management defined SalesPath and current developments with the opportunity

Adds real time statistics and updates to standard Salesforce reports and dashboards.

Allows drill down from dashboards and reports to the stage and task level of every opportunity

Maintains a historical database of all SalesPaths for every account and sales opportunity

Allows sellers to assemble virtual sales teams by inviting team members to accept a responsibility for a task

Active Win Loss data collection at each stage of every opportunity

Implementation enabled by easy-to-use menus; no programming required.

Includes pre-configured SalesPaths, dashboards and reports

Compliments qualification methodologies such asMEDDIC, MEDDPICC and Strategic Selling

The benefits of SalesPath+ are limitless.

Improve sales forecast accuracy

Improve sales win rates

Increase revenue

Improves CRM hygiene

Enable data driven continuous improvement of sales best practices and sales processes

Enables more accurate and timely reporting on competitive positioning and market conditions

Minimize lost revenue from the “End of Quarter Rush” phenomenon as defined in the Harvard Business Review

Facilitates more seamless account transitions among sellers and sales teams

Gain the Salespath+ advantage today.

Reach out to learn more about Salespath+ capabilities and the value it can bring to your organization's sales flow.

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