What does Opportunity Management mean?
For each opportunity regardless of its status track its complete history: activities, emails, quotes, feed discussions, files and notes. When analyzing you can return to any stage of the customer interaction based on the chronology of events.
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Convert leads into opportunities by defining executives, client’s budget, needs, and time for decision making. When creating a new opportunity the system automatically runs reference process to simplify the manager’s work.
Analyze and specify your customers’ needs taking into account the information gathered with bpm’online sales. Opportunity page displays key indicators that can help assess probability of closure for each opportunity. Having analyzed each opportunity, reject or confirm further participation in a deal, and assign a sales rep to own the opportunity.
Manage all opportunities in bpm’online sales using the out-of-the-box business process. Define tactics for each opportunity, identify key decision makers, track competitors, analyze their strengths and weaknesses. Generate sales forecasts taking into account client’s budget, opportunity stage and probability.