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Overview


In this section, you will find information about what is Commercial Roadmap, what are its benefits and what are the process steps in Salesforce.

 

 

Concerned profiles:

     Sales

Table of content


 

Step By Step


What’s in it for YOU 
Commercial Roadmap consists in translating Strategic aspirations at granular level to make them actionable for the Sales teams 
 

The Commercial Roadmap exercise aims at providing concrete benefits to improve the way you work

 

 

 

Some concrete examples for which a Commercial Roadmap could help

Conclusion on Commercial Roadmap

As a Sales Rep, at the end of this module, you will be able to

As a Manager, at the end of this module, you will be able to

•Understand Commercial  Roadmap Process as it is designed in Salesforce.com
•Update pre-filled lines or complete empty lines
•Adjust lines if your manager asks you  an adjustment
•Synchronize opportunities in the Commercial Roadmap
•Launch useful reports to follow your progress and achievements
•Understand Commercial  Roadmap Process as it is designed in Salesforce.com
•Update pre-filled lines or complete empty lines
•Adjust lines
•Synchronize opportunities in the Commercial Roadmap
•Launch useful reports to follow your progress and achievements
•Generate the Health Matrix to compare the bottom-up results with strategic roadmap targets (gap analysis)

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