The Opportunity Tracking System enables a sales and marketing rep to track his/her opportunities and leads throughout any customized cycle. Information such as lead source, projected close month, and total potential revenue can all be entered and subsequently utilized in searches and in reports (such as sales and lead projections). In addition, leads are distributed immediately to the appropriate sales rep so no opportunity is missed.
The Opportunity Tracking solution captures all of the critical elements of a sales opportunity for organizing, tracking and analyzing deals such as:
- The stage of the opportunity.
- Is it new or repeat business?
- What is the probability for closing the deal?
- What is the potential revenue?
- Is there recurring revenue implications?
- Is the opportunity focused on a single contact or a company account with multiple contacts?
- Did we win or lose the deal? Why?
Virtually all of these elements are customizable to make the sales process and opportunity tracking fit your business.
