Unlock the Power of the Sales Closing Plan for Planning

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today I will show you how rich opportunity notes collaborative closed plans and collaborative pricing proposals can increase team productivity and speed up a deal cycle on the opportunity page we see that there are is a tab called notes here Christine can be qualification notes and can compile a running feed a rich opportunity notes from any customer meeting if these notes are no longer siloed on her desktop or phone but they are shareable with a full team including product managers looking for customer insight she can expand the view into a modal and you could see that not only is Christine contributing to the document but so are people across the extended team making it more efficient to stay aligned instead of working on multiple documents and multiple communications as you can see here we have a unified feed of notes from multiple meetings and customer activations all the conversations content and updates about the rich up opportunity can be found in one place with rich opportunity notes in Salesforce as in the deal along with clip for Salesforce even help wraps quickly clean with the appropriate next step is in this example based off this deal Christine should set up a closed plan next this is the best practice in her organization for any large deal her organization has set up clip for Salesforce to reinforce this behavior in our during the so2 proposal quote stage she was to first at a closed plant to the opportunity Kristine's makes it super easy for her to build out her clothes plan with quit for Salesforce her organization can create a template close by up the auto fills of metadata from the opportunity record that way Christine can focus on adding key insights and action items that build momentum for deal closure rather than wasting time on data entry and with a click of a button the rep is off and running with information from Salesforce pre-populated in their closed plan this is a collaborative closed plan and Christine can work through teammates as well as her champion at the customer to get every little mind speed of decisions and execute an action against more quickly she meets Eliot and Sidney from her team and Luke from her customer you can see that the customer isn't right here the doc because the document is now tagged with an external marker now that Christine has added a closed plan she could regress the stage to proposal quote fast forward and we are at a place where we want to talk strategic pricing with the customer perhaps even involving a consultation with a deal desk team one of the things that sales leaders and admins love about crud for Salesforce is that it has a feel of a breakout room where you could have a different set of users have access to for example a working dock for pricing for a specific deal is being discussed with collaborative pricing proposals all the pricing details are in one place updated in real time you can engage your pricing team on the deal in the conversation thread you could see all the pricing info conversations updates and all directly trackable inside the opportunity in Salesforce that way historical data is never lost lastly you can not only include your pricing team but you can include legal and any other necessary team members streamlining the collaboration process decision and action items are trackable in your system of record and on the right opportunity and if she wants to submit the price of the deal desk she could do that directly from within this document you can see that it says draft here but then she could push and save to Salesforce and it'll automatically push back to Salesforce record it is also adding the document to the deal desk review folder which also extends access to the members of the team in the deal desk folder you'll see the share count has gone up from four to nine all of the pricing information is in one spot connected to the appropriate record in Salesforce Christine never had to leave the app go to email or schedule meeting the team at all the contexts they needed to push forward on the pricing more quickly and in a collaborative workspace connected to Salesforce in this demo we have seen how Christine via a he can accelerate deal cycles by getting her extended team aligned and key parts the sales process from rich notes to collaborative close plans to pricing proposals quit for Salesforce has recovered