As opportunities are followed up, a history of sales activity is maintained for each opportunity allowing managers to track the progress of every lead and evaluate user activity, introducing increased accountability and transparency into the sales process.
Opportunity and Sales Forecast
Create and link appointments, tasks and activities to specific sales opportunities.
Link to X-En Sales Order Fulfilment to handle Quotes/Sales Order/Delivery Notes and Customer Invoicing.
Setup scheduled email reminders to ensure sales teams keep opportunity information up-to-date.
Track competition on each business opportunity.
Track details of opportunities to be able to visualise the sales pipeline including: Opportunity Type (i.e., New Business, Follow-on Business, Replacement), Probability, estimated costs and revenue, Forecast Cycle (i.e., Prospect, Qualified Prospect, Analysis, Quote, Negotiations, Order received).
Track sales opportunities end-to-end through a defined sales cycle.
Track sales opportunity Next Action/Next Action User via role or user specific My To-Do Lists.
Use workflow definitions to route each individual sales opportunity from one Next Acton state to another and allocate Next Action User (Assigned To).