SPB Screens

  

4 easy steps to creating your own best-practice sales process. Click on a screen shot to enlarge it.

SP_main.jpg (83689 bytes) Step 1 - give it a name. There is no limit to the number of sales processes in eSP. Step 2 - identify the main steps in the process. Four special steps exist for later revenue modeling. SP_Steps.jpg (96485 bytes)
SP_Detail.jpg (104526 bytes) Step 3 - select step attributes from a library of best practices. Step 4 - print the Sales Roadmap for a consistent approach throughout the organization. Sales_Roadmap.jpg (91820 bytes)

Sales Process Builder