Lost and won analysis

 

By understanding the reasons why opportunities are won and lost – and, if lost, to which competitors – companies can gain valuable insights that can help them forge their future business strategy.

 

 

 

Advanced win/loss functionality

The Claromentis Sales Manager application offers advanced win/loss analysis functionality, enabling managers to gather data that gives an improved understanding of opportunity outcomes. Field values indicating the reasons for winning or losing business are completely customizable to reflect your own business environment.

 

Example of lost opportunity dialog box

 

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Key Features

• Overview
• Permission-based access
• Definable Metadata
• Configurable lead-cycle stages
• Product Catalogue
• Multiple-currency handling
• Opportunity management
• Access to sales documentation and resources
• Automated workflows
• Easy search, filter and sort functionality
• Forecasting
• Lost and won analysis
• Lead-cycle duration reports
• Custom reporting

 

Software Demonstration

 

Datasheet