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Opportunity Shape — Visually score and compare your opportunities in Salesforce
Opportunity Shape can help you quickly and easily identify good and bad opportunities so you can focus your time and energy on deals that have the best chance of closing.
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@josie_l thanks Sanjay! We believe once you create your ideal opportunity shape for your company, that open deals and the whole pipeline come into focus on what's worth pursuing and what has a slim chance of closing. Let us know how it goes, we would love to help you if you have any questions 🙂
👋 Hello again Product Hunt community
Steve from Relay here and we are so excited to launch our second MicroApp for Salesforce, Opportunity Shape.
In Salesforce, it's been far too challenging for too long to get a quick, digestable view of your open opportunities and easily see whether they are worth your team's time and effort.
We decided to fix that with Opportunity Shape. Decide which attributes your team values (i.e. budget, industry, location, etc.) and weight those values according to importance and within seconds get a holistic, dynamic view of your entire pipeline.
Not only will your opportunity shape be unique to your organization, but you can aggregate all of your opportunities to create one massive shape and see if your company is headed in the right direction.
:::Features:::
💽 Compare Opportunities
Whether your pipeline is in the tens or the thousands, quickly on one page see whether they are matching your organization's desired values.
🌍 Map your Opportunities
Not all opportunities are created equally. Some may fit the budget but be the wrong industry, or some may be in the right location but have the wrong budget. We know this can be tough to decipher at a glance especially when you have thousands in your pipeline. With Opportunity Shape, you are able to weigh which attributes are important to your organization and create your team's own unique shape.
📈Aggregate Opportunties
If you have thousands of opportunities in your pipeline, you won't have to go into each one and dissect whether they fit your desired opportunity shape or not. Aggregate some, or all, of your pipeline opportunities to create one massive shape. This will tell you whether your pipeline is full of worthwhile opportunities or whether you need to reassess.
🎉 Free During Testing
We are so eager to get the Product Hunt community's feedback that we are offering it for free during the entirety of testing.
Thanks all! 🙌
@lisa_l97 thanks Lisa! We think so too! It's helped us visualize our entire pipeline and compare it to a base "shape" rather than individually deciphering whether a deal is worth chasing or not. We're excited for others to test and see how it works for them.
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