The sales world is changing; more strategic purchasing, more stakeholders, better informed buyers.
Take on the challenge and supercharge your Salesforce with SalesMethods playbooks and tools.
Create a platform of sales enablement in Salesforce.com using playbooks and tools that drive the right activity at the right time.
With total Salesforce integration, create one version of the truth using your data, dashboards and reports.
Keep what works for you, stop what does not and start what will. Create tailored solutions that reflect your world, not someone else's.
World class Account Development and Sales Opportunity management frameworks.
Singing from the same playbookWith our tailored, native guides, ensure that all of your account planning and opportunity management is in one central place; Salesforce.com, followed by everyone.
Tailored to fit your sales worldWorld class, tailored frameworks delivering Sales Playbooks for the key sales responsibilities of account planning and opportunity management.
Optimised strategies, always evolvingSalesMethods’s applications present your chosen Sales Playbook for different sales situations, dynamically evolving as the sale evolves.
Our Playbook Offerings
Sales Opportunity Management
Winning sales plans built on targeted value propositions.
Account development planning
Increased account penetration, powered by delivering mutual business value.
Powerful tools helping you answer the key sales challenges.
Visualise your SalesforceBring life to your Salesforce data by visualising customer organisations, their key business drivers, buying criteria and addressable spend.
Simplified AdminNative integration with Salesforce delivers one version of the truth. Use OrgChartPlus to create Salesforce hierarchies, update contact roles, titles and cleanse your Accounts of duplicates and anomalies. All updates and changes are consistent on both platforms.
Answer the key questionsCreate customer relationship development plans, short and long term value propositions and identify and target the business you can win.
Our Tool Offerings
Relationship mapping, completely native to Salesforce.Find out more
Discover your sales opportunities and align your resources.Find out more
Understand what your customer needs and deliver It.Find out more
Build your Playbooks and Tools, not someone else's.
Now you can tailor your playbooks and tools so that they reflect not only your language and world class best practices, but meet your organisation’s specific needs.
Playbook question sets
- Significant value derived
- Significant wins & losses
- Service history
- Relationship status