OM | SFDC App Exchange

Provided to clients immediately after the Implementation Call. Contains all steps a client should follow to successfully install, customize, and roll-out Opportunity Manager. This guide can be shared with a potential client during the sales process if the client wants insight into the setup process before purchasing OM.

Provided to clients immediately after the Implementation Call. Contains "how-to" info helpful to users while learning how to use OM. Client should provide to Reps and Managers during roll-out of OM.

Implementation Deck — Slide deck used during Implementation Calls.

Manager Feedback - Opportunity Manager — Step-by-step guide walking through the "how" behind leaving manager feedback on a Rep's assessment.

Opportunity Manager - Admin Reference Guide — General tips & tricks for client OM admins to be aware of during OM install & setup.

Opportunity Manager - Manager Best Practices — General manager best practices guide around manager coaching and usage of Opportunity Manager.

Opportunity Manager - Rep Best Practices — General Rep best practices guide on the usage of Opportunity Manager.

UAT Guide — Checklist for client admins to follow along with while conducting user access testing after installing Opportunity Manager.