- Opportunity Management/Pipeline Management.
- Defined approach to turning opportunities in deals.
- Track Customer Account History.
- Monitor leads, generate next steps, and refined selling efforts online.
- Distribute client leads to field or telemarketing rep based on the rep's product knowledge or territory.
- Qualified these leads through marketing campaigns or clients referrals r via an internal customer support rep.
- Track prospect attributes such as known product interest, discretionary budget amounts and likely competitors, providing a real-world view of each lead and its likelihood of becoming a full fledged sales.
- Feed into Sales forecasting software and to get more accurate predictions.
- Bring the sales process fll circle, tracking leads against orders to provide a view of close rates and salesperson productivity.
- Compare a campaign's result to actual sales of product and refine future campaigns over time.
- Generate Lead Management Analysis Reports.
- Calculate the probability of the sales based on the success factor information store in the prospect's profile.
- Alert the salesperson when problem arise that thwarted similiar opportunity with another prospect.