DealSheet will help your team to focus on winnable opportunities. Closure plans drive the right sales activity. The insights generated automatically by DealSheet usage improves the predictability of sales management and forecasting.
Increase win rates
Greater rep productivity
More informed decision making
Opportunity Management. Simplified.
DealSheet was recognised as a Top Sales Tool in 2016, 2017 and 2018.
Detailed relationship mapping for every deal.
Capture details of the buying team in an opportunity and improve the effectiveness of your contact strategy. Use DealSheet to understand a contacts influence and specific needs, mapping your team’s relationships to identify key gaps and support.
Custom questions for consistent deal assessment
Not all opportunities should be qualified in the same way. You build templated qualification questions related to the buying process for your business. Users select multiple choice answer and add rich narrative in the DealStory for each opportunity.
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Standardised Closure Plans simplify action planning and process execution
Centrally create a list of tasks & events into a Closure Plan to guide your governance process and set clear expectations for actions. The user picks one of your pre-built Closure Plans to kick start their action list, then adds custom actions.
Collaborate on deals with tracked updates
On every deal use the Timeline to track edits and changes to DealSheet. The whole team are more able to edit and input in to a winning deal strategy.
Detailed insights simply in Salesforce
Detailed data points for every deal help managers and executives spot pipeline risk. Build Salesforce reports and Dashboards easily and make them available to the team.
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