Opportunity Creation Features and Functions

• Pre-configuration of opportunities, home page, and data records


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


• Opportunity record subsets based on user-defined filter variables


• Pre-configuration of opportunity list views


• Workflow engine that is available to help implement best practice opportunity management activities


• Association (hyperlinking) of opportunity data records with the campaign records that spawned them


• Automatic calculation from associated product records of the total dollar value of an opportunity


• Definition of multiple opportunity data record layouts to handle opportunities with different selling processes and data needs


• Association (hyperlinking) of people (contact data records) and the roles they play in the purchase decision with an opportunity data record


• Creation of contract documents using predesigned templates


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


• Association (hyperlinking) of both open and closed (completed) selling activities with opportunity records


• Association (hyperlinking) of free-form note records with opportunity records


• Association (hyperlinking) of documents and files with opportunity records


• Association (hyperlinking) of competitor detail records with opportunity records


• Association (hyperlinking) of competitor detail records with the competitor''s account and contact data records


• Association (hyperlinking) of opportunity records with the lead data record that spawned the opportunity


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


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


• Designation of a primary contact for each opportunity


• Designation of the competitor who "won" when an opportunity is "lost"


• Designation of the primary competitor for each opportunity


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


• Configurable "sales stage" data fields to track where each opportunity stands in the sales pipeline


• One or more popular sales methodologies (e.g., Miller Heiman, customer centric selling, etc.)


• Variety of predesigned opportunity management reports that are available for immediate use


• Variety of predesigned sales reports that are available for immediate use


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


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