Opportunity management

Activity Scheduling

To ensure that opportunities move along the sales cycle, proactive activity scheduling is a critical. Within the Claromentis Sales Manager application, specific opportunity teams with defined roles can be assigned to each opportunity. Key tasks can then be assigned to individual team members to ensure that each opportunity is managed effectively.

Personalized Dashboard

When logging on, each user sees a personalized dashboard landing page that helps them to plan their workload efficiently. Here, individual users’ tasks and opportunities are displayed in an easy-to-read format over a date range defined by them – for example, over a one-month period or for the next quarter.

Opportunity Stages

Example of Opportunity Stages

Alerts & Notifications

Alerts can be set up to remind the relevant team members about each task, with notification of scheduled events delivered by pop-up message or email to suit the user. Notifications can take the form of simple reminders – or full diary events with attendee details and other relevant information. Alerts can be rescheduled – or ‘snoozed’ – for later action, or marked as completed. A full history of completed tasks is maintained with each opportunity.

Templates

To facilitate efficient and speedy communications about opportunities, email and print templates – such as quotations or follow-up letters – can be set up and stored with the opportunity details for review and dispatch as required.

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