Opportunity Management

The Opportunity Management module maximizes the efficiency of your sales force by helping to manage and identify the best strategy for moving to close the deal. By providing a tool to effectively manage every component of an opportunity, Opportunity Management helps your sales professionals capitalize on sales potential with prospects and increase business from existing customers.

• Manage sales opportunities by creating and linking opportunity records to specific accounts.
• Track opportunities, including percent chance of close, opportunity value, and all associated data.
• Add user-defined fields to each opportunity record.
• Schedule interactions, such as follow-up phone calls and onsite meetings, into your existing Microsoft Outlook calendar.
• Maintain a complete history of activities with specific notes about each opportunity.
• Create and link appointments, tasks, notes, documents, e-mails and activities to specific sales opportunities.
• Report on sales funnel and opportunity progress.