Manage a Sales Team

Forecast sales based on your opportunity pipeline, set up sales territories, and organize reps into selling teams. Split revenue and credit for deals even if you use multiple currencies. Use Path and WDC to help reps follow your business process and increase performance.

• Sales Insights
  Sales Insights is a data-driven sales solution that unites Tableau Next dashboards and analytics with an easy-to-visualize view of your sales pipeline.
• Revenue Intelligence
  Revenue Intelligence is a data-driven sales solution that unites CRM Analytics dashboards and analytics with an easy-to-visualize pipeline progress flow chart in Pipeline Inspection, and more.
• Pipeline Inspection
  Pipeline Inspection gives sales teams a consolidated view of pipeline metrics, opportunities, week-to-week changes, AI-driven insights, and activity information. With this intelligence, sales teams can focus on the most important opportunities and forecast revenue more accurately.
• Account-Based Selling
  Empower sales teams to manage and grow key accounts strategically. With Salesforce tools such as Account Plans, Action Plans, and a suite of Einstein features, your sales reps gain deeper insights into account health, can forecast sales more accurately, and enjoy enhanced collaboration across teams.
• Salesforce Forecasting
  Feel confident about your sales projections by working with live forecast rollups, visual indicators, AI predictions, and historical trends to generate accurate sales predictions. In Winter ‘25, Salesforce Forecasting is also referred to as Collaborative Forecasts in some places.
• Sales Territories
  Manage and maintain your company’s sales territories. Create territory types, build a model, and then add and test your account assignment rules. When you’re satisfied with your model, activate it, then assign accounts, leads, and users. Roll out your model to your team, and then run reports to assess its impact and make adjustments as needed.
• Opportunity Teams and Opportunity Splits
  Create opportunity teams to make it easier to collaborate and track progress on deals. Use opportunity splits and opportunity product splits to share revenue from a Closed Won opportunity among team members.
• Manage Multiple Currencies
  Give your sales team the ability to use multiple currencies in opportunities, forecasts, quotes, reports, and other data.
• Guide Users with Path
  Boost productivity and help reps gather complete data. Create paths to guide your users through steps of a business process, such as working an opportunity from a fresh lead to a successfully closed deal. At each step of a path, you can highlight key fields and include customized guidance for success.
• Build a Culture of Recognition with WDC
  WDC is a suite of tools that help reps, managers, and teams enter and endorse skills, and give thanks. These activities build a culture of recognition.