Competitors in Salesforce ADDING COMPETITORS TO OPPORTUNITIES AND

Competitors in Salesforce ADDING COMPETITORS TO OPPORTUNITIES AND FINDING COMPETE INFORMATION App by Meighan Brodkey Rock Salesforce

Contents Overview What Competitor information is available? What is an Opportunity Competitor How to add Competitors to Opportunity Contact Rock Salesforce

Overview • 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 Rock Salesforce

Competitor Object 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. Rock Salesforce

Competitive Intelligence • Each competitor for our product has a competitor record • Information is collected 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. 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

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

Opportunity Competitors • 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 Rock Salesforce

Opportunity Competitor Deal specific competitor information The Selling tips from the Competitor record Rock Salesforce

Add Competitors To Opportunities • 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. Rock Salesforce

Contact Me Meighan Brodkey http: //meighanrockssf. wordpress. com/competitors Rock Salesforce