Sales Force Automation

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The entities described in this section help salespeople identify and track selling opportunities more effectively and efficiently.

In This Topic

Leads and Opportunities

Tracking contacts that might lead to an opportunity to make a sale.

Competitors

Tracking the competitors for an organization.

Quotes, Orders, and Invoices

Managing the information related to potential orders.

Salesperson Management

Managing salespeople and their quotas.

Product Catalog

Managing the collection of products with their pricing information.

Sales Literature

Managing the collection of documents related to the business unit.

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