Page 89 - Superion Sales
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SUPERION – Sales Playbook
Tip: Some recommended tabs, depending on your role, are listed below:
• Chatter, Groups – Provides users with easy access to Salesforce Chatter
• Accounts, Opportunities, Leads, Cases
• Reports, Dashboards
• Content – Needed to access all documents in the Salesforce Document Management
system, including training documents, marketing collateral, and Superion document
templates and graphics.
4. Click Save.
Creating & Managing Opportunities
Superion uses the Vista Value Selling System (VVSS) as a Sales methodology, which ensures
that all of the seller, sales manager, and marketing activities involved in the sale are aligned with
buyer behavior in order to create value for customers and profit for the company in a predictable
manner. Follow these steps to create and work a Salesforce opportunity.
Creating an Opportunity
Navigate to the Account for which you want to add an opportunity. Scroll to the Opportunities
related list on the account page, or hover over the opportunities link at the top of the account page,
and click New Opportunity (pictured below).
3/8/2018
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