How it works
Opportunities
Opportunities help the sales team by organizing all the relevant data regarding a prospective deal into one
place. It is characterized by the details such as Prospective customer, expected budget, total spending,
products interested in, expected closing date, key players in the deal and their key characteristics, important
dates and milestones, etc. Companies could clearly see all the accounts and status of potential customers,
and decide what actions should be taken. Sales Manager is able to estimate revenue from all the potential sales,
and set up future goals.
The opportunity has several phases, e.g. In Process, Success, Pending, Close, quotation sent, final stage, won
or lost. Of course these phases can be defined based on individual company needs. Our CRM system helps in
each phase by "guiding" the sales representative to carry out certain suggested activities as defined by the
company's sales policy.