Be aware of all the opportunities in detail to achieve total control and more closure options.
By controlling the opportunities in a more complete way we can be able to take better follow-up by closing sales in less time.
Know the customer’s needs through sales opportunities.
By perfectly controlling the states of the opportunities you ensure closing the sales more efficiently.
Add as many sale oportunities as the client needs. You will be able to see quickly those actions that will end up in closing a sale. You will know the status of the customer’s sales situation at a glance.
The commercial activities of each opportunity allow you to know which actions were made and which was their reaction. In the client’s historical ou can see the actions that have been carried out until now. There are different types of commercial activities that should appear in the sales opportunities to be able to follow up optimally. Knowing the steps that have been followed and the answers received guide on what path you should follow by closing a sale succesfully.
Budgets should be included in sales opportunities. The ones that have been proposed to the client and have been rejected and those that are awaiting confirmation. They will be clear indicators of the state in which the sale opportunity is at the moment. So you can propose another offer that fits more to what they expect in order to get an agreement and close the sale.
Visualize the steps to follow in the calendar. You will always have up to date the commercial activities you have organized to tranform the opportunity to a succesful deal. These steps might be from emails, calls, business visits, training, quotes, reports, events, etc. Get more control in your operations just by looking at the calendar. A good organization is the base of good commercial attention. You will not forget any of the steps to success.
See all the actual opportunities of all your customers, regardless if they are opened, closed, lost, … From the historical, you access the opportunities, filter them and look for them according to different fields. This allows you to recover them, allowing you to propose various offers depending on the actual promotions.