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Stay informed about everything.
1. Stay informed about everything.
In our Sales Executive dashboard, everything you need to know about your business and state of affairs is now in one place. It’s the quickest way to close.
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Identify stalled deals.
2. Identify stalled deals.
See a list of the deals that haven’t been addressed in a while.
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See your sales pipeline.
3. See your sales pipeline.
You can see all of your deals at once in the Sales Pipeline report component. The bar chart widget shows your deals broken down by stage.
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Prioritise your focus.
4. Prioritise your focus.
You’ll be able to sort your opportunities based on your priorities. This will help you see your stages from different angles.
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5. Get every single detail.
5. Get every single detail.
Everything you need to know about the deal is available at a glance, including critical develops that are easy to miss without Einstein AI.
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Give guidance at every step.
6. Give guidance at every step.
You can provide tips, tricks, and specific resources at every stage of the deal cycle.
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Take this wherever you go.
7. Take this wherever you go.
All of this information can be found on your mobile device with the Salesforce Mobile App.
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