Sales Management

Stay focused on revenue generating activities and opportunities with new and enhanced filter options.

• Increase leads and close more deals by viewing and focusing on opportunities with the greatest potential (i.e. shortest lead time, highest revenue, highest probability)

• Manage territories more effectively and allocate appropriate resources with the ability to assign multiple Account Managers to the same territory

• Keep track of critical deals by receiving customised notifications when a sales opportunity has been modified

• Manage your sales pipeline effectively by searching opportunities by close date based on chosen filter options (all, week, month, quarter or year)

• Set goals and track sales quotes the way you want by specifying milestone amounts either as a percentage or a monetary figure

• Strategise more effectively and identify opportunities and risks with the ‘Lost To’ field in the Opportunity column setup and the Opportunity window