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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.
Manage your new business opportunities.
On and Off line marketing campaign management.
Easy to use Content Management for your web site.
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