Sales Opportunity Management

Features and Functions of Sales Opportunity Management

• Reports — Allow you to analyze opportunities by lead source, territory, industry, customer, and item
• Forecasts — Enables you to manage forecasts and view anticipated revenue by a variety of date ranges, such as month and quarter
• Lead distribution — Lets you view the distribution of leads by source over time to identify the most profitable lead generation activities
• Activities calendar — Offers a highly configurable scheduling tool that shows activity types, covers workdays, hours, and holidays, allows multiple users to access the same calendar, and provides a team dashboard calendar
• Service module — Addresses queues and territory management, allowing you to define team queues, view service calls by queue, and manage territory hierarchies; covers service call activities, enabling you to return serialized items for re-shipment, create credit memos from service calls, and monitor response and resolution times
• Usability — Streamlines employee productivity through easy-to-use tools and features such as a win/loss opportunity table, open/closed opportunities, forecast reporting, and new fields such as territory, project, sales channel, source, owner, and number of open activities