Business Opportunity Management

Create Business Opportunities and Increase your Close Rate

Quickly convert your Sales Leads to Business Oppportunities and track your Sales Pipeline. All Sales activity is makde crystal clear and accurate Sales data will your sales teams to Win Business.

Create Powerful Sales Reports

Easily create Sales Reports to focus on low hanging fruit and to open sales bottlenecks. Our r our Analytics module will slice your Sales Data into valuable reports which you can use to improve your business.

Convert Business Opportunities to Quote

Your business opportunities quickly convert to Quotes. Quotes are created to PDF and quicky sent to your Prospect or Customer. This integrated Quote feature speeps up the Quoting process and will boost the Quote close ratio. Your company will close more business and increase profits.

CRM Business Opportunity Screenshots

Create New Business Opportunity

The Quick Create Potential saves your CRM users time and clicks. CRM Users enter new business oppportunities fast and have the option to add more data. The Business Opportunity module is designed for fast sales data entry and sales data edit. Sales people are not burdened with complex forms to click through.

Business Opportunity Detail

The opportunity entry form, like all forms in the CRM, is created by you to match your needs. Fields can be added or removed and field names can be edited to increase CRM user comfort and CRM user adoption of your new CRM service.

Business Opportunity List

Business opportunities are built by your CRM users. The Views, common to the CRM tool, are flexilble, can be saved for re-use, and give let your sales user work the way they want to. Views ca be set by State, by Sales Stage, by Parter, by Product or any criteria which is important to your business and your CRM users.

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