The Opportunities Module allows you to keep track of all opportunities. throughout the Sales Pipeline, a track is kept of activities, products and contacts associated with the opportunity.
The opportunity captures key information including:
Name of the opportunity
A description of the opportunity
The current cycle type in the pipeline
The current date of the current cycle
A full history of the pipeline cycle
Estimated Value of the opportunity
The probability percentage of turning the opportunity into a sale
What Company, Contact and Site the opportunity is for
You can associate contacts to the opportunity as well as employees
You can associate activities to the opportunity
Products can be linked to the opportunity
A opportunity cost is available for tracking revenues spent on opportunities. Helping you decide if it’s worth going for certain types of opportunities or not.
The lead source is captured for reporting analysis, allowing you to see if the lead source is productive
An opportunity can come from a marketing campaign used in the Campaigns Module, allowing you to analyse good and bad marketing campaigns.
The reason why the opportunity was won or lost is captured to again help opportunity analysis.
Charting Tools allow graphical viewing of the pipeline and provide a good way of analysing data from the opportunities.
Some Key Features
Company,Supplier, Competitor and Contact Management
Activities Management for Projects, Marketing and Contacts
Project Managment including gantt charts & cost analysis.