PeopleSoft Sales Overview

To drive profitable revenue growth, you need to align your sales strategy with customer needs and corporate objectives. This strategy must be supported by the territory and incentive structure, and requires real-time visibility across multiple channels to optimize your sales processes in response to market changes. You also need to ensure that your sales force has the right capabilities and tools to execute the strategic plan. PeopleSoft Sales enables you to:

• Leverage the right channels, resources, and offerings to differentiate your business from others and prevail over the competition.

• Motivate and track sales performance using metrics-driven planning and compensation tools.

• Increase operational efficiency by integrating sales processes across the enterprise.

• Extend your sales reach through different channels.

• Maximize sales productivity and build profitable, loyal customer relationships.

PeopleSoft Sales enables you to enter, assign, and track sales leads and opportunities. After you have entered sales opportunities into your database, you can view the opportunity pipeline and generate forecasts to manage your sales efforts successfully.

With this application, you can:

• Define a territory tree that represents the sales organization.

• Create or import sales leads.

• Convert a lead to an opportunity.

• Create sales opportunities.

• Assign a lead or opportunity to a sales representative by using the territory tree.

• Include opportunities in sales forecasts.

• Roll up forecasts in the territory tree.