Opportunity Management Features and Functions

• Pre-configured opportunities home page and data records


• Quick access to recently created, modified, or viewed opportunity records


• Pre-configured opportunity list views (opportunity record subsets based on user-defined filter variables)


• A workflow engine is available to help implement "best practice" opportunity management activities


• Automatic assignment of probability percent of closing the deal based on the opportunity "Sales Stage" data field value


• Opportunity data records can be associated with (hyperlinked to) the campaign records that spawned them


• The total dollar value of an opportunity can be automatically calculated from associated product records


• Multiple opportunity data record "layouts" can be defined to handle opportunities with different selling processes and data needs


• People (contact data records) and the "roles" they play in the purchase decision can be associated with (hyperlinked to) an opportunity data record


• Automatic creation of opportunity history records whenever key opportunity data fields are changed


• Open and closed (completed) selling activities can be associated with (hyperlinked to) opportunity records


• Free-form note records can be associated with (hyperlinked to) opportunity records


• Documents and files can be associated with (hyperlinked to) opportunity records


• Competitor detail records can be associated with (hyperlinked to) opportunity records


• Competitor detail records can be associated with (hyperlinked to) the competitor's account and contact data records


• An opportunity record can be associated with (hyperlinked to) the lead data record that spawned the opportunity


• "Just-in-time" data capture that prompts the sales person to collect needed data at appropriate points in the selling process


• Configurable activity "result" codes capture the result of each sales step


• A "primary" contact can be designated for each opportunity


• If the opportunity is "lost" then the competitor who "won" can be designated


• A "primary" competitor can be designated for each opportunity


• Configurable "reason won or lost" codes are used to analyze why opportunities were "won" or "lost"


• Configurable "Sales Stage" data fields are used to track where each opportunity stands in the sales pipeline


• Support for one or more popular sales methodologies (e.g., Miller Heiman, Customer Centric Selling, etc.)


• A variety of predesigned opportunity management reports are available for immediate use


• A variety of predesigned sales reports are available for immediate use


• Predesigned opportunity-related analytics (charts and graphs) are available for display on dashboards and reports


• Predesigned sales-related analytics (charts and graphs) are available for display on dashboards and reports


• Products and Services


• Contract documents can be created using predesigned templates