Department
Business Development
The deals that become clients — the Salesforce pipeline, the weekly review and proposals.
PipelineEvery deal on a board of Salesforce's own stages. Worked in Salesforce; synced here hourly.Weekly ReviewRun the weekly review: open deals by stage, last activity from Salesforce, and who has gone quiet.ScoreboardProposals and contracts per month, meetings and calls by person, the 90-day meeting challenge, where every account stands.Activity GoalsEach person's Salesforce Goal Sheet targets beside this week's logged calls, emails and meetings.TravelWho is going where — conferences, client visits, meetings — so the team plans around it.ProposalsCompose client proposals — computed pricing, live preview, per-recipient links.Proposal LibraryProposal types, templates and pricing models — editable with no deploy.Process MapThe IPC Salesforce process start to finish — every stage, who engages.Project ManagementThe boards this team builds and owns — full monday-style, editable by the org.