Functions

Benefits

Prospect tracking builds database of all active sales

• Sales Meetings can proceed supported by summarised and detailed opportunity data. Strategies on specific sales can be discussed
• Quicker and easier access to   management  and planning information

Opportunities are linked to Quote Document

• Can Access customer quote directly from an opportunity (Time Saving)

All Opportunities have to be tracked to closure won, lost or shelved

• Builds histories of sales lost and to whom and why
• Keeps histories by sales person and customer for analysis of trends

Prospect Forecast Reports

• 3-Monthly and quarterly opportunity forecast reports are available
• Sales Targets can be monitored are targets likely to be achieved based on value and probability % of sales in progress