Sales opportunity management – Salesforce
Do you want to organise an effective sales process?Get a simple and fast way to manage sales opportunities,
measure results, learn lessons and optimise the process.
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Sales opportunity management – benefits:
Structured work for every salesperson according to a planned sales process
Automatic creation of a customer card with a new sales opportunity.
A flexible solution – Each process tailored to the individual needs of each company
Easy assignment of tasks to an employeeor group of employees responsible for a particular sales opportunity.
Handling multiple sales processes in one system– promoting both your company’s products and services.
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What else can you gain?
A designed sequence of tasks that the sales person has to perform in relation to the sales opportunity, together with information on the objectives that the employee should achieve at that stage.
Monitoring of lead qualification at each stage of the sales process.
All information in one place by linking sales opportunities to e-mails, offers, customer orders, tasks and event history.
Permanent access to the full history of changes.
Easy generation of reports on sales opportunities won and lost.
Aggregated view of sales opportunities with key information– including icons indicating the status of tasks (unscheduled, scheduled, overdue, completed).
Prepare a coherent scheme of action
for your salespeople
The work of salespeople should be based on a single, consistent pattern. This allows:
avoiding chaos in the sales department
comparing salespeople’s performance
drawing conclusions based on data
introducing new improvements
