CRM Opportunity Management
CRM Opportunity Management Software to extract maximum value from your opportunities through effective sales tracking.
CRM Opportunity Management Software enables you to add the most promising leads in your records. You can allow sales representatives to extract up-sell and cross-sell opportunities based on prior information, assign sales stage to the opportunity, run analysis on each stage of the pipeline, and generate reports and intuitive graphs for quicker decisions.
CRM Opportunity Management Software enables you to mobilize the movement of opportunities through the sales cycle and easily identify stalled and neglected opportunities. With opportunity management, you can pro–actively monitor the volume and quality of sales opportunities resulting in better conversion rates. It allows you to track opportunities related to specific products or services that you would be most interested in pursuing. You can find out the opportunities generating the maximum value and most probable of being won. To be precise, Opportunities Management provides you with regular notifications on sales opportunities in real time thereby increasing conversion rates.
Key Features of Opportunity Management
Comprehensive Opportunity Details:
Efficiently record and track complete opportunity details including related account name and stage.
Spreadsheet functionality:
Adding, updating and navigating through the sheet is as easy as using a spreadsheet. It ensures that all your tasks get completed in three clicks or less. It incorporates 'Click and Type' functionality that allows you to select, edit and manipulate any data as per your requirement, without the need of navigating through any additional tabs or menus. Learn more about Click and Type
Add an Activity or Contact:
Define activity or contact related to an opportunity. Get regular updates of all opportunities right on your dashboard.
Add Documents:
Add/Update documents for each opportunity and maintain a central repository of documents for all your opportunities. Learn more about Document Management
Export Opportunities:
Export your Opportunity List in multiple file formats like .pdf, .csv and more. You can even customize the format of the files by defining templates before exporting them.
Key Benefits of Opportunity Management
- Allows you to closely follow opportunities till they convert into revenues.
- Keep track of all your opportunity details including activities and contacts through regular updates and quick retrieval using advanced search.
- Maintain opportunity details easily using an intuitive spreadsheet like user-interface.
Additional Features of Opportunity Management
- Quick Search allows you to get results as soon as you type the keyword.
- Advanced search functionality enables you to search for multiple search terms.
- Maintain a repository of inactive contacts in Archived Contacts list.
- Track recent activities associated with all your opportunities through updates on your dashboard.