🏰Tracking Competitors

Track all your key competitors in Salesforce on the Competitor tab.

Here you can create competitor battlecards for you company and track key competitive details and win rates.

After you have created Competitor battlecard records, you can add the delivered Competitor flow on the Opportunity record so sales teams can quickly search and display competitor details.

Add the Flow "Display Competitor Details" to the Opportunity Page layout, making sure to check the flag "Pass all field values from the record into this flow variable" as seen below.

We also include a field "Primary Competitor" on the Opportunity record to track who the Primary Competitor is on the opportunity.

If this value is populated, this competitor will default into the Competitor Battlecard Flow.