opportunity Management
It provides full visibility into the sales pipeline, standardizes sales processes, and supports better forecasting. By integrating with contact management and quotation systems, it drives faster deal closures and enhances customer engagement.
benefits
Organizes and tracks sales opportunities from creation to closure.
Provides a clear view of pipeline stages, forecasts, and conversion rates.
Increases win rates by standardizing opportunity management processes.
Enables collaboration among sales, marketing, and service teams.
Helps identify bottlenecks and optimize sales strategies through analytics.
flow
1
Sales reps create new opportunities linked to contacts/accounts.
2
Opportunities are updated as they progress through sales stages (e.g., prospecting, proposal, negotiation, closure).
3
Related activities like meetings, calls, and emails are tracked.
4
Managers review pipelines and coach teams based on real-time insights.
audience
Product Sales Organizations
IT Services Providers
B2B Companies
administators
Technology
