Sales Opportunities/Funnel Management
80% Business Comes from 20% Customers. Prioritize & Win Sales Opportunities.
Sales Opportunities module helps sales team to prioritize, forecast , focus & win high probable sales opportunities. The module consists of Opportunities, Expected Close Date for Winning, Win/Lose Analysis, Proposal, Opportunity Value & Activity History.
- Sales Opportunity with Value
- Sales Funnel with Probability
- Win/Loss Analysis with Details
- Customer Segmentation based on Opportunities
- Upselling & Cross Selling Opportunities
- Customer Past Business & Order History
Sales Pipeline & Opportunities Management
Lead to Opportunity Conversion
Opportunity Stages with Value
Sales Forecasting & Probabilities
Sales Funnel & Sales CRM Status
Opportunity History, Timeline
Territory Management
Documents Library
Opportunity Prioritization
Sales Proposal with Product Lines
Opportunity Email, SMS & Voice Communication
Email Communication
SMS Communication
Voice Communication
Sales CRM Salient Features
Lead Capture
Lead Assignment
Opportunities
Task Planner
Mobile CRM App
Integration
Email, SMS Alerts
Customization