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Opportunity Tracking
Experts estimate that 70 to 90% of sales opportunities get lost in the channel. Opportunity tracking software helps you find them and convert them into sales.
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, total potential revenue can all be entered and subsequently utilized in searches and in reports (such as a sales 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?
- Who is the lead contact?
- 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.
The Opportunity Tracking Solution packages your channel sales data, giving you an accurate and timely picture - often for the first time - of your reps' performance. It gives you a 360 degree view of your business, so you can measure which reps are best at closing deals, and what your close rates are by product, campaign, vertical market, customers segment (e.g., SMB), and more.
In fact, you get the information you need to improve the return on investment of your lead generation efforts and to turn sales opportunities into loyal, repeat customers.
Opportunity Tracking Benefits:
- Provides information on rep performance, sales closes, and campaign effectiveness
- Increases sales by enabling intelligent routing of leads to qualified reps
- Increases rep and end customer loyalty by enabling highly targeted campaign design
- Improves operations by increasing the accuracy of customer profiles
- Increases the ROI of marketing campaigns
Manage a pipeline of opportunities until they turn into sales, from lead to close. Automatically roll up forecast information. Forward qualified leads to field salespeople. Easily share information between sales teams. Create multiple sales cycles with stages and track progress. Track products, pricing, key contacts, activities and competition for every deal. Track lead sources for contacts and opportunities. Trigger processes to automatically schedule activities and literature requests, print form letters and more.
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