My Sales Opportunities - My Sales Opportunities application was developed for you, sales person who wants to overachieve sales goals and close as many as possible of new sales opportunities. Key benefits are:
* Drive Your Sales Results Dashboard presents key information about your sales: size of your sales funnel, current closed sales, list of your open opportunities and tasks.
* Never Miss Single Sales Opportunity Centrally record and manage all of your sales opportunities. Never forget or miss single sales opportunity.
* Win More of Your Sales Opportunities Track progress of each sales opportunity. Qualify customers, their needs, pains, budgets and purchasing criteria. Follow the process to exceed your sales goals.
* Win Your Most Lucrative Sales Opportunities Stay focused on winning your most lucrative sales opportunities. Uncover what it will take to close them. Be proactive, plan your key sales activities. Execute follow ups in a timely manner.
* Maximize Profits From Your Best Customers Review sales and profits from each customer. Focus your sales efforts on those 20% customers who give you 80% of profits.
* Plan and Drive Sales From Your Key Customers Capture all possible sales opportunities for your key customers and develop them into full sales opportunities. Close more business from existing customers.
* Eliminate Time Wasters Review opportunities and closed sales from each customer. Eliminate customers and prospects who are time wasters.
* Stay on Top of Your Follow Ups Record and stay on top of your key follow ups. Organize your day by scheduling phone calls, email follow ups, meetings, presentation and other activities.
* Manage Your Key Sales Contacts Record contact information for your key customers. Capture important information that related to these people.
* Manage Corporate Customers For sales people who sell business-to-business, capture key information about your corporate customers.
- At the glance view of your sales results, size of your sales funnel and closed sales - Create and track individual sales opportunities - Assign opportunity revenue, profit, closing date and detailed description - Track opportunity development through key sales steps - Create follow up tasks for each sales opportunity - Capture all important notes for each sales opportunity - View total sales potential for each of your customers - View closed opportunities and sales totals for each of your customers - Plan new sales from each of your customers by recording new potential opportunities - Track individual customer contacts - Track corporate customers - Easy sorting and filtering of your data - Support for local currency - Includes extensive user guide
NEW IN 1.5 ------------- - Mark and track top opportunities - Sales funnel graph on the dashboard (home page) - Sales funnel weighted totals - Charts section for sales funnel health view and assessment (experimental feature) - Current day and week view of open tasks - Single opportunity export to HTML file - Choice between light and full dashboard view - Fixed XML export bug, exported files now open properly in Excel or Word