Tracking Competitors In Salesforce for Sales Users
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How to use the competitor app to lookup competitive intel and add competitors to Opportunities in Salesforce. You an find the app at: http://GitHub.com/meighan/competitors
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Tracking Competitors In Salesforce for Sales Users
- 1. Rock Salesforce ADDING COMPETITORS TO OPPORTUNITIES AND FINDING COMPETE INFORMATION Competitors in Salesforce App by Meighan Brodkey Rock Salesforce
- 2. Rock Salesforce Overview What Competitor information is available? What is an Opportunity Competitor How to add Competitors to Opportunity Contact Contents Rock Salesforce
- 3. Rock Salesforce • Competitors are tracked on every Opportunity • The compete information is maintained by the Operations team with the help of Sales and Marketing • Competitor information is reviewed every 30 days at a minimum • Our advantages and ways to overcome objections related to competitors is available for each competitor • New competitor information can be requested at at anytime for new or existing competitors • New compete information can be submitted via email to Ops@testcompany.com Overview Rock Salesforce
- 4. Rock Salesforce You will find the competitor tab across the header in Salesforce, if it is not visible, you can add it with the + at the end of the row. Competitor Object Rock Salesforce
- 5. Rock Salesforce • Each competitor for our product has a competitor record • Information is collected and analyzed by the Marketing team to determine the best information about the competitor to help you win deals. • The information is then entered into the Competitor record in Salesforce • You can request new competitors be added or updates to existing competitors from the competitor tab. Competitive Intelligence Rock Salesforce
- 6. Rock Salesforce The top half of the page reviews the corporate details for the competitor, their name, positioning, target market, etc. You can also add the competitor to an Opportunity with the “Add to Opp” button Rock Salesforce
- 7. Rock Salesforce The lower half of the detail reviews selling tips to help you better know our product, what to combat competitor related objections are, and information to bring up for the prospect to consider when buying Rock Salesforce
- 8. Rock Salesforce • Opportunity Competitors are related to a Competitor and an Opportunity • They hold deal specific details about the competitor • Details include why this competitor is being considered, what prospect said to you about the competitor, what the prospect sees as their strengths and our weaknesses • In addition, the Selling Tips, Out Advantages, Competitor Weaknesses, and other data form the competitor record, is displayed on the Opportunity Competitor for you to help overcome objections Opportunity Competitors Rock Salesforce
- 9. Rock Salesforce Opportunity Competitor The Selling tips from the Competitor record Deal specific competitor information Rock Salesforce
- 10. Rock Salesforce • To add a competitor to an Opportunity you can either click the "Add Competitor" button at the top or bottom of the record detail • • Or, you can click "New Opportunity Competitor" towards the bottom of the page, in the Competitors related list. Add Competitors To Opportunities Rock Salesforce
Editor's Notes
- This is a sample of documentation for End Users. This example is for the Competitor object that is connected via a junction object to an Opportunity
- General overview of what the competitor object is, the obligation the sales team has to complete the information and the obligation that Ops and Marketing have, to keep the information up to date for the sales team.